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Investment Team Investment Team  
              
Our professional team collectively has over 100 years experience represented by prior experiences at such reputable firms as TIAA-CREF, the Bank of New York, Beacon Capital Management, Thomson Financial Services and Merrill Lynch.  Clients always have direct access to our entire team offering accountability and open communication with the decision makers managing clients’ portfolios.  
              
Samson Wang   David Gahtan   Andrew Wang  
Samson Wang   David Gahtan, Ph.D.   Andrew Wang  
President

Yale University, BA
Columbia University, MBA
  Quantitative
Research Consultant


Tel-Aviv University, BA
New York University, Ph.D.
  Senior Vice President

Trinity College, BA
 
           
Pauline Wang   Sally Moore   Christopher Wang  
Pauline Wang   Sally Moore   Christopher Wang  
Finance

Barnard College, BA
  Managing Director

Douglass College, BA
Columbia University, MA
   Senior Vice President
Director of Research

University of Richmond, BS
 
           
Beth Follat   Sandy Knox      
Beth Follat     Sandy Knox      
Operations Manager

Kean College, BS
    Executive Assistant

 

     

 


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