Detailed planning is OUR CORE CAPABILITY

Our aim is simple: to help you meet your unique financial goals through disciplined portfolio management and a comprehensive and integrated wealth strategy.

We adopt a conservative, longer-term focus. With discretionary portfolio management, we can react efficiently to market opportunities appropriate for your circumstances.

We enjoy long-term relationships with our clients. As goals and priorities change, we work with you to revise and adjust your overall wealth strategy.

Meet our Financial Team

David Goodridge Bio Image
David Goodridge, MSc.A, CFA
Senior Portfolio Manager, Private Client Group
Roman Ivantchenko Bio Image
Roman Ivantchenko, CFA
Associate Portfolio Manager
bio-headshot-patricia-di-bello-new
Patricia Di Bello
Financial Planner
Katia Di Perna Bio Image
Katia Di Perna
Assistant
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger