Who We Are

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

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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

Judi Plescia

Associate

Frank Stoner

Associate Client Service Director

Karrie Turczynskyj

Associate

Ben Wallace

Investment Specialist

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Aileen Werklund

Senior Client Service Director

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Hillary Wise

Client Service Director

Amy R. Lorius

Senior Client Service Director

Jennifer Schott

Associate