Meet the Team
Jason Waxler
Principal
Jason D. Waxler began his career as a Eurodollar and Fed Funds trader while pursuing his MBA at the NYU Stern School of Business. After earning his MBA in 1987, Jason joined Smith Barney on their OTC equities trading desk. In 1990, he...
Derek Ralston
Principal
Derek Ralston began his career at Aon Risk Services, Inc. in New York, where he worked with prestigious private equity clients such as Apollo, Bain Capital, and Clayton Dublier & Rice. During his tenure, he played a pivotal role in...
Matthew Naidorf
Financial Advisor
(914) 273-6808
After graduating from Cornell University with a degree in Economics, Matthew Naidorf began his career in finance at Citibank. In 2010, Matthew received his MBA from the NYU Stern School of business and started working in Equity...
Catherine Newman
Registered Assistant
(914) 273-6806
Catherine began her career as a CPA working as an auditor with a Washington, DC area firm. She spent 8 years overseas where she worked in a number of financial management positions in various locations including; Touche Ross...
Helen Brady
Office & Compliance Manager
(914) 273-6808
Helen began her career in the financial services sector, working in the human resources, consulting, and credit departments of a national banking institution in Dublin, Ireland. After relocating to New York, she broadened her expertise...
Michael Ortiz
Client Relationship Manager
Michael began his career in healthcare operations, building over two decades of experience in leadership, financial stewardship, and client-focused service, supported by a degree in Business Administration. Over a 22-year career, he...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.