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Registered Investment Advisor Fiduciary Standard of Care Custodied at Charles Schwab 675 3rd Ave, Suite 920 · New York, NY
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Our Team

People you can trust with what matters most.

Every member of our team operates under a fiduciary obligation to act in your best interest. Each one brings deep technical knowledge and, more importantly, the willingness to listen first.

Zachary Brody, CFP®, ChFC®
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Zachary Brody, CFP®, ChFC®
Managing Partner
Lina Botchoukova, CAIA®
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Lina Botchoukova, CAIA®
Senior Managing Director
Joseph Milici, CRES
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Joseph Milici, CRES
Managing Director
Rick Botwinick
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Rick Botwinick
Financial Advisor

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There is no fee for an initial discussion, and there is no obligation to engage us. We will simply listen to your situation and tell you honestly whether we are the right fit.

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