LEADERSHIP TEAM
Anthony J. D’Angelo
Chief Executive Officer
Jake LaTourette
Managing Director
Stephen Karp
Chief Investment Officer
Jordan Foe
Wealth Management Consultant
Stephen Good, LUTCF
Director, Strategic Alliances
Alexa Cipriani
Director, Growth Initiatives
Lisa B. Davis, MSM
Board of Directors
Aurelius Investment Strategists
Meet The Team
Anthony Bianchi
Director, Business Development
Marcus T. Peterson, MBA
Board of Directors
SUPPORT TEAM
Jon Maitz, ChFC, CLU, RICP, CHSNCHead of Advanced Planning Gina IovansiciHead of Community Engagement |
LA
1925 Century Park E, Suite 1700
Los Angeles, CA 90067
NYC
2 Park Avenue, Suite 300,
New York, NY 10016
SOFL
2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431
