Our similarities brought us together. Our differences bring you the best advice.
We are both MIT graduates.
He is a mathematician and economist. He's built many of the financial planning models that are used throughout the industry today. His models can be found at the Bank of New York, Smith Barney, and Pershing. He's advised Dimensional Fund Advisors and Lockwood.
She is a consultant. She's worked internationally for companies like KPMG, American Express, and Merrill Lynch and found strategic solutions for their clients. As a financial advisor this corporate experience acts as a platform for partnering with clients and finding solutions.
We share a frustration and a vision.
We found that the client isn't always the first priority at these companies.
We are committed to building a company that understands our client's needs and using elegant mathematical modeling to find the best solution for them.