Our Team
Fred Guzzi, CFA, CIM, FEA, FMA, FCSI
Senior Wealth Advisor
Senior Portfolio Manager
Senior Portfolio Manager
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David Ritchie, CIM
Associate Investment Advisor
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Jessica Byer
Financial Associate
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Peter Lisboa, CFA, CFP, MBA
Associate Investment Advisor
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Katrina Totino
Client Associate
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Aliza Dela Reyna
Administrative Assistant
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Camille Swaby|
Client Associate
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FEA: The New Standard in Family Enterprise Advising
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