Taxes

• Tax Planning
  Susan brings over 30 years experience in finance and accounting with over 20 years direct experience as a FINOP. She is experienced in DMA institutional brokerage, investment banking, audit preparation, acquisitions and divestitures, and strategic tax planning. Susan offers

Investment

• Investment Management
  Oliver has over 30 years of financial services experience across asset classes, business structures, and geographies; encompassing trading, portfolio management, management consulting, business development, and supervision. He has built and managed derivatives portfolios, seeded and supervised multi-billion-dollar alternative investment firms, and launched a consultancy to help broker-dealers and investment managers build and fix their businesses. He has worked under various regulators, including the Fed, FINRA, the SEC, the CFTC, and the FCA in the UK.
• Wealth Management