Work With an Advisor
that Does What They're Advising
Our Founders
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Michael Licosati
FOUNDER & MANAGING PARTNER
Michael Licosati
FOUNDER & MANAGING PARTNER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Michael Licosati
FOUNDER & MANAGING PARTNER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER
Our Advisory Team
Tim Nyland, CFA
DIRECTOR OF RESEARCH
Tim Nyland, CFA
DIRECTOR OF RESEARCH
Brandon Healy, CFP®, CPWA, CIMA
SENIOR WEALTH ADVISOR
Brandon Healy, CFP®, CPWA, CIMA
SENIOR WEALTH ADVISOR
Mariela Velasquez
CLIENT SERVICES MANAGER
Mariela Velasquez
CLIENT SERVICES MANAGER
Ian Dryer
ANALYST
Ian Dryer
ANALYST
Maria Pascua
LOAN PROCESSOR
Maria Pascua
LOAN PROCESSOR
Tim Nyland, CFA
DIRECTOR OF RESEARCH
Brandon Healy, CFP®, CPWA, CIMA
SENIOR WEALTH ADVISOR
Mariela Velasquez
CLIENT SERVICES MANAGER
Ian Dryer
ANALYST
Maria Pascua
LOAN PROCESSOR