TEAM

Great people.Exceptional outcomes.

Our world-class, multi-disciplinary team of investment and global wealth planning professionals is committed to achieving the financial & lifestyle goals of our clients.

TEAM

Great people.Exceptional outcomes.

Our world-class, multi-disciplinary team of investment and global wealth planning professionals is committed to achieving the financial & lifestyle goals of our clients.

Executive Management

Paul Karger, CFA
Co-Founder & Managing Partner

Wesley Karger, CFA
Co-Founder & Managing Partner

John Pantekidis, JD, LLM, CFA
Managing Partner, General Counsel, & CIO

Harinder Hundle
Managing Partner, London

Client Advisory Group

Patrick Harney, CFP®
Senior Director, Client Advisory

Peter Gnall, MST, CFP®
Senior Director, Client Advisory

James Lawless, CFP®
Director, Client Advisory

Alanna Paiva, CFP®
Director, Client Advisory

Andrew Sams, CTA
Director, Client Advisory, London

Flavia Fasani
Director, Client Advisory, London

Tiffany So
Senior Associate, Client Advisory

Cameron Rahbar, CFP®
Senior Associate, Client Advisory

Jacob Alden
Associate, Client Advisory

Allison Robinson
Associate, Client Advisory

Emerson Boone
Associate, Client Advisory

Maya Martignetti
Associate, Client Advisory

Firm Operations

Kimberly Aliotte, JD
Director, Business Operations & Administration

Sheree Dawton
Office Manager, London

Jenna Ricci
Administrative Assistant

Katie McCarron, Esq.
Accounting Manager

Technology

Mike Rennie
Senior Director, Technology

June Duan
Associate Director, Solutions Architecture & Technology

Dana Hughes
Analyst, Technology Solutions

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