Our Team

Dave Clayman

Co-Founder and CEO

AIF®, CPFA®, CMT®, C(k)P®, CPWA®

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Francesca Federico

Co-Founder and President

C(k)P® AIF®, CPFA®, CDFA®

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Manny Frangiadakis

Co-Founder and Principal

AIF®, CPFA®

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Chris Cahill

Principal, Family Office Services

J.D., CFP®, CAP®

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Taylor Duffy

Strategic Advisor

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Maya Keenan-Gallagher

Analyst

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Grace Light

Analyst

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