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.
Brad Fisher
Executive & Family Business Expert
Entrepreneur
Steve Martino
Retired - SVP, Chief Information Security Officer
Cisco
Debra Nesselson
Rabbi
Amichai, LLC
Trell Rohovit
Technology Founder & Senior Business Leader
Entrepreneur
Barbara Young
Consultant and Advisory Board Member
Cresset
Jill Shipley
Managing Director and Head of Governance and Education
