We are a service-driven family office advising a select number of affluent families.
We comprehensively manage families financial interests.
Our diverse team of experts go the extra mile and give our clients peace of mind.
James W. Wert
Chairman, CEO. & Managing Member
Douglas Smorag
Chief Operating Officer
Cynthia Koury
Chief Investment Officer
Douglas McCreery
Vice-Chairman & Senior Client Advisor
Therese Aigner
Senior Associate
Marian Blessing
Senior Associate
Paul Bodnar
Director of Investments & Private Capital
Jennifer Bonacci
Office Manager
Jacalyn Bruffey
Associate
Neal Colby
Chief Financial Officer
Karen Greco
General Counsel, Director of HR
Cheryl Kravetz
Compliance & Legal Services Assistant
Mary Lynn Masek
Associate
Katelyn Orre
Associate
Judi Plescia
Associate
Frank Stoner
Associate Client Service Director
Karrie Turczynskyj
Associate
Ben Wallace
Investment Specialist
Aileen Werklund
Senior Client Service Director
Hillary Wise
Client Service Director
Amy R. Lorius
Senior Client Service Director
Jennifer Schott
Associate