Our Expert Team
Meet the experienced professionals who drive our investment success and deliver exceptional client service.
Larry Levy
Founder & Managing Partner
Larry brings over 20 years of investment management experience, having previously served as a senior portfolio manager at leading institutional investment firms. He holds an MBA from Wharton and is a CFA charterholder.
Michael Rodriguez
Senior Investment Analyst
Michael specializes in equity research and quantitative analysis. With 15 years of experience in financial markets, he leads our research initiatives and portfolio optimization strategies. He holds a PhD in Finance from UCLA.
Sarah Chen
Director of Client Relations
Sarah oversees client relationships and ensures exceptional service delivery. With her background in wealth management and client advisory services, she brings 12 years of experience in serving high-net-worth individuals and institutions.