Our Team
Fred Guzzi, CFA, CIM, FEA, FMA, FCSI
Senior Wealth Advisor
Senior Portfolio Manager
Senior Portfolio Manager
David Ritchie, CIM
Associate Investment Advisor
Jessica Byer
Financial Associate
Peter Lisboa, CFA, CFP, MBA
Associate Investment Advisor
Katrina Totino
Client Associate
Aliza Dela Reyna
Administrative Assistant
Camille Swaby|
Client Associate
FEA: The New Standard in Family Enterprise Advising
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