Accounting and Finance

Founder, CEO & President

Director and Senior Wealth Advisor

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Zoe Raises $30M in Series B Funding

Sageview backs $30m Series B for WealthTech disruptor Zoe

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management

Wealth Advisor

Mariner is a firm dedicated to providing comprehensive wealth management solutions, and they are seeking a Wealth Advisor to collaborate with their wealth management team. The role involves creating tailored financial strategies for high net worth clients and fostering strong client relationships to meet their financial needs.

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