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.
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.
Lori is the firm’s Chief Compliance Officer and financial planner. As Certified Financial Planner™ (CFP), she helps develop detailed financial plans for our clients. These serve as the blueprint for their asset allocations.
Lori began her career in New York City as an analyst for Morgan Stanley with both the options and equity swaps desks. She then became a Vice President and Relationship Manager for prime brokerage clients at Bank of America Merrill Lynch. After 13 years in New York City, she is happy to be back in her home state
Lori serves on the board of the non-profit Horses That Help, which offers free horseback riding to both special needs and at-risk youth. As a parent of a son with special needs, Lori understands the uncertainty of the future and is passionate about helping other special needs families find the local support and financial resources they need.
The CFP® certification marks indicate Lori has met CFP Board’s initial and ongoing certification requirements and has agreed to adhere to CFP Board’s high standards of professional competency and ethics.
Vanessa provides support with daily administrative and client service matters. She maintains and organizes all office operations and procedures.
Vanessa assists with quarterly client reporting and distribution, our new clientonboarding process, and client service and regulatory projects. Vanessa ensures high levels of organization and communication within the firm.