Our People
Benefit from the collective expertise of our entire team, working together to support your goals.
Andrew Mescon
CEO
Andrew obtained an MBA in finance from Pepperdine University’s Graziadio School of Business & Management in 2012, a MPA from Columbia University’s School of International & Public Affairs in 2005 and a BA in political science from Trinity College in 2000.
A true financial services veteran, Andrew has over a decade’s worth of experience working for top firms and servicing a vast clientele…
"We are committed to helping high-net-worth clients maximize the impact and value of their wealth to strengthen their legacies and inspire a better future for their families."
Andrew Mescon
CEO
Mike Schmansky
Chief Financial Officer
Lauren Niziol
Accounting
Juan Pablo Novoa
Director of Digital Engagement
Jana Carroll
Foundation Director
Nate Lewis
General Counsel
Sarah Spence Morgan
Director of Human Resources
