Get to KNow us
Meet our advisors.
Our team brings together decades of experience, advanced credentials, and a shared commitment to providing exceptional service to a select group of families.
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Michael Mittman, CFA, CEPA, CPWA®, CDFA®
Co-Founder
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Arman Melikian, CFA
Co-Founder
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Eva Neeleman
Vice President – Strategic Advisory
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Paul Larance
Vice President – Financial Planning
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Patti Rizzi
Senior Associate – Client Service
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Mary Ann Bartels
Chief Investment Strategist
Institutional Support
Open architecture investing with robust institutional support.
We operate as an independent practice supported by established institutional custodians including BNY Pershing and Fidelity. These partnerships provide access to institutional-grade technology platforms, regulatory compliance infrastructure, and operational systems while maintaining our ability to deliver personalized service and customized strategies. This structure allows us to focus on coordinated planning and investment management while leveraging the technology and security infrastructure of larger institutions.
Our Relationships
Institutional custody services providing secure account management, sophisticated reporting, and access to diverse investment opportunities.
Advanced portfolio management and reporting technology that helps us deliver customized investment strategies and transparent performance reporting.
Comprehensive financial planning platform that enables secure document sharing, account aggregation, and scenario analysis to support our planning process.
Provides custody services, trading platforms, and operational support that enable us to serve clients across multiple account types and investment structures.
Portfolio accounting and performance reporting technology that provides detailed analytics, consolidated reporting, and transparent oversight across all client accounts.
Digital estate planning platform that simplifies document creation and keeps your estate strategy aligned with your broader financial plan.
