Leadership Team

Guiding Wealth with Wisdom, Driving Growth with Technology.

James Zimbardi, MBA, MCP CEO, Private Investments Lead

Expertise: Business Leadership, Digital Technology, Private & Public Markets.

Education:
MIT: Sloan Fellow in Innovation & Leadership

Stetson University: Business & IT

Larry McKay, CFA, CTFA, MBA CIO, Public Investment Lead

Expertise: Portfolio Management, Multi-Asset Investing, Risk Management, Tax Optimization

Education:
MIT: Finance

Virginia Tech: IT & Computer Science