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Behind every client relationship is a team

Guided by experience, and driven by purpose.

Rick Handelman

Senior Partner

Scott Handelman

Managing Partner

Zach Handelman

Managing Partner
Ana-Gonzalez-ribeiro

Ana Gonzalez Ribeiro

Account Manager
Angelique_Perez-torres

Angelique Perez-Torres

Account Manager
Anya_Raymoulik

Anya Raymoulik, CFA

Private Wealth Planner
“Every client benefits from the full scope of what this team brings — not just one point of view.”

—Zach Handelman

Barbara-Serratore

Barbara Serratore

Account Manager
Handelman_Cary_headshot

Cary Handelman

Back Office Operations
Elena-Lowenthal

Elena Lowenthal, CPA, JD

Fiduciary Accountant
Gina-Franks

Gina Franks

Lead Account Manager
“What we've built here isn't just a business — it's a team of people who genuinely care about the families we serve, and that makes all the difference.”

—Rick Handelman

James-Fludgate

James Fludgate

Portfolio Implementation Associate
Janice_Sganga

Janice Sganga

Office Manager
Jason-Seo

Jason Seo, CFA

Senior Portfolio Manager
jordan-blum

Jordan Blum

Associate Consultant
Patricia-Molina

Pat Molina, CPA

Fiduciary Accountant
Rita-Salzillo

Rita Salzillo

Systems Administrator
Russell-Handelman

Russell Handelman

Chief Compliance Officer
Thomas-Saitta

Thomas Saitta

Tax Accountant
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