LEADERSHIP TEAM
Anthony J. D’Angelo
Chief Executive Officer
Jake LaTourette
Managing Director
James R. Bishof
Managing Director
Jordan R. Foe
Wealth Management Consultant
Stephen Karp
Chief Investment Officer
Peter Dolgoff
Partner, Business Tax Strategy
Caitlin S. Young
Director of Client Services
Stephen Good, LUTCF
Director, Strategic Alliances
Lisa B. Davis, MSM
Board of Directors
Anthony Bianchi*
Director, Business Development
Marcus T. Peterson, MBA
Board of Directors
Brian K. Breneman
Board of Directors
Aurelius Investment Strategists
Meet The Team
SUPPORT TEAM
Jon Maitz, ChFC, CLU, RICP, CHSNCHead of Advanced Planning |
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
