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, CFACo-Founder & Managing Partner

Wesley Karger, CFACo-Founder & Managing Partner

John Pantekidis, JD, LLM, CFAManaging Partner, General Counsel, & CIO

Harinder HundleManaging Partner, London

Client Advisory & Service

Patrick Harney, CFP®Partner & Managing Director, Client Advisory

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

Elizabeth Campana, MBA, CFP®Director, Client Advisory

Andrew Sams, CTADirector, Client Advisory, London

Flavia FasaniDirector, Client Advisory, London

David McLaughlinConsultant, Client Advisory, Ireland

Cameron Rahbar, CFP®Associate Director, Client Advisory

Maya McDonald, MBAAssociate Director, Client Advisory

Thomas Moore, CFP®Associate Director, Client Advisory

Allison RobinsonSenior Associate, Client Advisory

Emerson BooneSenior Associate, Client Advisory

Forrestel NugentSenior Associate, Client Advisory

Abigail HenrySenior Associate, Client Service

Jenna RicciAssociate, Client Service

Sonia MejiaAssociate, Client Service

Investment Research

Jeffrey Heisler, PhD, CFAPartner & Managing Director, Investment Research

William WardPartner & Managing Director, Real Estate

John McGillianSenior Advisor, Investment Research

Savannah CampbellAssociate Director, Investment Research

Dimitrios KyranosAssociate Director, Investment Research

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