Marc Lipson, CPFA®, CPWA®, CRPC®, CRPS®

Senior Vice President - Financial Advisor - ABD, Portfolio Manager - Portfolio Focus


Sirus Turkzadeh, CPFA®

Associate Vice President - Financial Advisor


Olga Kapitskaya, CRPC®, MBA

Associate Vice President - Financial Advisor

Email | |

Charles Lipson, AAMS®, MBA

Senior Financial Associate


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields