Meet the team.

Uncommon people delivering uncommon results.

  • Paul O'Grady

    Partner & CEO

    Veteran financial executive and trusted advisor to UHNW families.

  • Gus Gotsis

    Partner

    Over two decades of successful wealth management leadership and financial solutions architecture.

  • Robert Leone

    Partner

    Certified Trust and Fiduciary Advisory with a twenty-year track record serving professional athletes and other HNW individuals.

  • Nate Lehoux

    Chief Administrative Officer

  • Gregg Guinta

    Chief Operating Officer

  • AJ Blackstone

    Head of Trading

  • Mario Johnson

    Trader

  • Chris Julian

    Trader

  • Sheri Dermangian

    Billing Coordinator

  • Griffin Guinta

    Relationship Manager