Meet Ryan and the Team

Led by investment strategist and portfolio manager Ryan Lewenza, the team brings decades of experience navigating a wide range of market environments. These experiences have reinforced a commitment to thoughtful risk management and a disciplined, long-term approach to investing designed to help clients stay focused on their goals through changing market conditions.

The team's investment philosophy combines macroeconomic insights, fundamental research, and technical analysis to inform portfolio decisions. Supported by extensive market experience and a strong research-driven process, they continuously evaluate opportunities, manage risk, and adapt to evolving market conditions with the goal of helping clients achieve lasting financial success.

 

Lead Advisor

Ryan Lewenza
Ryan Lewenza, CFA, CMT
Senior Portfolio Manager Private Client Group
Meet Ryan's Team

Trading

bryan
Bryan Lee, CFP®, CIM®
Trading and Research Specialist
bradley-smith
Bradley Smith
Senior Financial Advisor Associate

Financial Planners & Advisors

Leanne wilton
Leanne Wilton, CFP®
Senior Financial Planner
Ahmer-Chowdhary
Ahmer Chowdhary, CFP®
Financial Planner

Administrative Team

Vicki Hunter
Vicki Hunter
Sr Wealth Advisor Associate - Team Administrator
Noa Givon
Noa Givon
Financial Advisor Associate
Wasseem Abdoolatiff
Wasseem Abdoolatiff
Administrative Assistant
Kathleen Fillier
Kathleen Fillier
Administrative Assistant

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The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger