About Us

A boutique family office with the capabilities of an asset manager and an institutional-caliber investment platform with broad manager access.

With our multidisciplinary approach and deep investment roots, we provide a unique, single family office service to our clients, including robust investment management solutions underpinned by strong research capabilities, a robust network of private equity, credit and alternatives managers, proprietary technology tools, and a private client services team to coordinate the broad spectrum of our clients’ financial needs.

Recognitions

Honored with over 100 rankings over 15 years

Recent honors

2022 Top Advisors
2022 Top Advisors
202X Award
202X Award
202X Award
202X Award

Team

Elliot Dornbusch
Leadership
CEO / CIO Founding Partner Investment Committee Member
Alex Mann
Leadership
Founding Partner Investment Committee Member
Matthew J. Storm
Leadership
Founding Partner Investment Committee Member
Ricardo Saias
Leadership
Partner Investment Committee Member
Alan Zafrany
Leadership
Partner Investment Committee Member
Kyle Capasso
Leadership
Chief Operating Officer Investment Committee Observer
Corsin Barblan
Leadership
Controller
Shawn Harrington
Leadership
Director of Research Investment Committee Member
Adriana Liao Vilhena
Leadership
Director of Client Services
Ben Ghofranian
Leadership
Director of Technology
Evens Brice
Leadership
Director of Accounting
Clinton Wait
Leadership
Director of Operations
Elliot Dornbusch
Elliot Dornbusch
Leadership
CEO / CIO Founding Partner Investment Committee Member
Alex Mann
Alex Mann
Leadership
Founding Partner Investment Committee Member
Matthew J. Storm
Matthew J. Storm
Leadership
Founding Partner Investment Committee Member
Ricardo Saias
Ricardo Saias
Leadership
Partner Investment Committee Member
Alan Zafrany
Alan Zafrany
Leadership
Partner Investment Committee Member
Kyle Capasso
Kyle Capasso
Leadership
Chief Operating Officer Investment Committee Observer
Shawn Harrington
Shawn Harrington
Leadership
Director of Research Investment Committee Member
Patrick Smith
Patrick Smith
Leadership
Research Analyst Investment Committee Member
Jason Alper
Jason Alper
Leadership
Senior Analyst Investment Committee Member
Alicia Lugo
Alicia Lugo
Leadership
Associate Portfolio Manager Investment Committee Observer
Jose Luque
Jose Luque
Leadership
Associate Portfolio Manager Investment Committee Observer
Javier Andreu
Javier Andreu
Leadership
Senior Analyst Investment Committee Member
Nolan Bieck
Nolan Bieck
Leadership
Research Analyst Investment Committee Member
Dana Bensadon
Dana Bensadon
Leadership
Associate Portfolio Manager Investment Committee Observer
Luisana Van Den Bussche
Luisana Van Den Bussche
Leadership
Wealth Strategist Investment Committee Observer
Ana Garcia
Ana Garcia
Leadership
Associate Portfolio Manager Investment Committee Observer
Elliot Dornbusch
Leadership
CEO / CIO Founding Partner Investment Committee Member
Alex Mann
Leadership
Founding Partner Investment Committee Member
Matthew J. Storm
Leadership
Founding Partner Investment Committee Member
Ricardo Saias
Leadership
Partner Investment Committee Member
Alan Zafrany
Leadership
Partner Investment Committee Member
Kyle Capasso
Leadership
Chief Operating Officer Investment Committee Observer
Corsin Barblan
Leadership
Controller
Shawn Harrington
Leadership
Director of Research Investment Committee Member
Adriana Liao Vilhena
Leadership
Director of Client Services
Ben Ghofranian
Leadership
Director of Technology
Evens Brice
Leadership
Director of Accounting
Clinton Wait
Leadership
Director of Operations
Luisana Van Den Bussche
Luisana Van Den Bussche
Leadership
Wealth Strategist Investment Committee Observer
Dana Bensadon
Dana Bensadon
Leadership
Associate Portfolio Manager Investment Committee Observer
Catherine Ramirez
Catherine Ramirez
Leadership
Executive Assistant
Shawn Callender
Shawn Callender
Leadership
Portfolio Accountant
Kevin Hilton
Kevin Hilton
Leadership
Portfolio Accountant
Orlando Hechavarria
Orlando Hechavarria
Leadership
Auditing Manager
Mike Mekolites
Mike Mekolites
Leadership
Portfolio Accountant
Rob Benham
Rob Benham
Leadership
Portfolio Accountant
Phyllis Mamuyac-Farquhar
Phyllis Mamuyac-Farquhar
Leadership
Portfolio Accountant
Patryk Balakier
Patryk Balakier
Leadership
Portfolio Accountant
Miriam Citronowicz-Jones
Miriam Citronowicz-Jones
Leadership
Portfolio Accountant
Lina Holguin
Lina Holguin
Leadership
Administrative Support
Zalia Cabreja
Zalia Cabreja
Leadership
Administrative Assistant
Veronica Marrero
Veronica Marrero
Leadership
Assistant to the CEO
Renata Rios
Renata Rios
Leadership
Client Services Associate
Yamilex Londono
Yamilex Londono
Leadership
Client Services Associate
Yaidelin Rodriguez
Yaidelin Rodriguez
Leadership
Senior Client Services Associate
Lana Tyniv
Lana Tyniv
Leadership
Operations Associate
Sean Moore
Sean Moore
Leadership
Operations Associate
Robert Crespo
Robert Crespo
Leadership
Tech Support Specialist
Rey Ramos
Rey Ramos
Leadership
Senior Systems Analyst
Julio De La Piedra
Julio De La Piedra
Leadership
Senior Software Engineer
Nolan Bieck
Nolan Bieck
Leadership
Research Analyst Investment Committee Member
Patrick Smith
Patrick Smith
Leadership
Research Analyst Investment Committee Member
Jose Luque
Jose Luque
Leadership
Associate Portfolio Manager Investment Committee Observer
Jorge Alvarez
Jorge Alvarez
Leadership
Portfolio Accountant
John Linley
John Linley
Leadership
Operations Associate
Javier Andreu
Javier Andreu
Leadership
Senior Analyst Investment Committee Member
Jason Alper
Jason Alper
Leadership
Senior Analyst Investment Committee Member
Idzai Muziwi
Idzai Muziwi
Leadership
Auditing Manager
Elier Chang
Elier Chang
Leadership
Systems Developer
Eliany Garcia
Eliany Garcia
Leadership
Client Services Associate
Crina Pop
Crina Pop
Leadership
Portfolio Accountant
Cindy Munoz
Cindy Munoz
Leadership
Executive Assistant
Ana Garcia
Ana Garcia
Leadership
Associate Portfolio Manager Investment Committee Observer
Alicia Lugo
Alicia Lugo
Leadership
Associate Portfolio Manager Investment Committee Observer
Alejandro Martinez
Alejandro Martinez
Leadership
System Developer
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Team Profiles

Our multidisciplinary family office team supports the full spectrum of our clients’ financial needs, from investment management, reporting and accounting to private client services.
5
Dedicated Partners
12
Accounting & Audit
6
Engineering & Technology
6
Operations & Trading
14
Investment Committee / Dedicated Research
6
Operations & Trading
7
Client Services