Our Advisors

Experts Matter

We are fortunate to call these individuals close advisors. In addition to our Founders' expertise, our advisors' collective knowledge and perspective are woven into everything we do, directly benefiting you, our clients.
Christopher Gay, MD
Family Physician
Evolutionary Healthcare
Debra Nesselson
Rabbi
Amichai, LLC
Steve Martino
Retired - SVP, Chief Information Security Officer
Cisco
Barbara Young
Consultant and Advisory Board Member
Cresset
Trell Rohovit
Technology Founder & Senior Business Leader
Entrepreneur
Jeffrey Stowell
Managing Director
Royal Street Ventures
Jill Shipley
Managing Director and Head of Governance and Education
Tiedemann Advisors
Robin Letchinger
Chair, Family Enterprise Practice
Croke Fairchild Morgan & Beres
Paul Hinds
Former Sr. Managing Director of Cybersecurity
PwC