Becky Lightman

Founder and Managing Member

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Becky holds a B.A. in American Studies from Yale University, where she graduated cum laude. She is a proud Tarheel, having completed her M.B.A. at the University of North Carolina at Chapel Hill. She has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts.

Becky is a financial advisor and engages clients on investments, including retirement planning and complex trust and estate services.  


Becky brings over twelve years of experience in the private banking industry and over eight years of experience in commercial real estate. Becky was named in 2011 as one of the “Top 40 Under 40” business leaders in Florida by the South Florida Business Journal.

 

She has worked at bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs.

Daniel Reich

Founder and Managing Member

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Danny has been providing high net worth families with comprehensive wealth management services since founding his own firm in 2008. Danny uses his extensive background to deliver customized solutions to meet all client needs.

Danny began his career as a member and options trader on the Philadelphia, American, and New York stock exchanges. He then became a Proprietary Trader for DLJ’s Pershing division prior to moving to Florida. There he worked in private client services for Lehman Brothers Miami, and later became a Managing Director at Bear Stearns.
 
Danny has been a resident of Boca Raton for 20 years and is locally involved in several community and non-profit organizations.

Kavita Rajoo

COO/CCO

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Kavita is the firm’s Chief Compliance Officer and Chief of Operations. Her responsibilities include client service, risk management for the firm, portfolio reviews and account administration.  ​Her experience in working in the financial space includes serving as client service manager for wealth management firms, as well as analyst role

Kavita is the firm’s Chief Compliance Officer and Chief of Operations. Her responsibilities include client service, risk management for the firm, portfolio reviews and account administration.  ​Her experience in working in the financial space includes serving as client service manager for wealth management firms, as well as analyst roles at Polen Capital and Northern Trust Value Investors.

 

Kavita earned a dual degree in both Finance and Risk Management from FSU and holds her Series 65 license. 

s at Polen Capital and Northern Trust Value Investors.

 

Kavita earned a dual degree in both Finance and Risk Management from FSU and holds her Series 65 license. 

Kavita is the firm’s Chief Compliance Officer and Chief of Operations. Her responsibilities include client service, risk management for the firm, portfolio reviews and account administration.  ​Her experience in working in the financial space includes serving as client service manager for wealth management firms, as well as analyst roles at Polen Capital and Northern Trust Value Investors.

 

Kavita earned a dual degree in both Finance and Risk Management from FSU and holds her Series 65 license.