Organizational Structure

 

Howard’s Focus

  • Investment Strategy
  • Portfolio Management
  • Client Relationships
  • Business Development

Ashlee’s Focus

  • Client Relationships
  • Trading
  • Investment Strategy
  • Business Development

Lee’s Focus

  • Head of Operations
  • Client Service
  • Administration
  • Account Maintenance

 

We’re looking forward to using our expertise to help you pursue your financial goals.