Experience

Angus has over 24 years of financial services experience as a Wealth Advisor.  Angus and his partners deliver sophisticated wealth management strategies to Senior Corporate Executives, Entrepreneurs and Non Profit organizations on a global basis. Angus’ responsibilities include personalized financial planning, customizing portfolio strategies, liability management, concentrated stock diversification and hedging solutions, and consulting and advising on philanthropic strategies for Endowments and Foundations.

• Endowment and Foundation Institutional Consultant

• Senior Portfolio Manager, (Portfolio Management Program)

• Certified Investment Management Analyst (CIMA®)

• Holds Series 7, 31 63 and 65 securities licenses and Life Insurance license 

Peter has over 25 years of experience in the financial services industry with a focus in the Municipal Bond and Fixed Income markets. Throughout his career he has worked together with larger institutional accounts as well as families and individuals requiring personal attention to construct customized portfolios. Peter believes today's fixed income markets require more research and understanding than ever and works diligently to try to uncover special situations to add yield and value to clients' portfolios. His process establishes a clear understanding of each client's unique needs and objectives enabling him to build individually specific portfolios matching suitability, income needs, time horizon and risk tolerance. His clients entrust him to guard their assets and preserve their wealth while aiming to achieve the highest after-tax returns.

Peter earned his bachelor's degree in Economics from Temple University with a minor in German. He holds both a General Securities Representative (Series 7) and Municipal Principal (Series 53) with FINRA and Uniform Securities State Law (Series 63) and NASAA Investment Advisors Law (Series 65) registrations with NASAA. Peter is a member of the New Jersey and New York Municipal Bond Clubs. 

Lissette is responsible for managing all administrative aspects of our client's relationship. She has over 27 years' experience in the Financial Services field, previously at Citibank in a senior role in their Middle Office Operations.