Know more about our origins, values and team members

Know more about our origins, values and team members

We always strive to achieve the best results and digital growth for our clients and pride ourselves that our works are highly appreciated by them as well as the community

Our process and methods have proven to be successful in the past, and we are ready to continue our success in the future by helping to guide your investment plans.

— Merrill Kaliser, CEO contact us today

Our Team

We’re a team of achievers and we believe in the true sense of creating together.
Merrill Kaliser
Merrill Kaliser
Founder
John Monteiro
John Monteiro
Founder
Jeff Satz
Jeff Satz
Chief Operating Officer
Tandy Robinson
Tandy Robinson
Chief Financial Officer
Bernard Koszyk
Bernard Koszyk
Chief Investment Officer
Andrew Li
Andrew Li
Asset Manager