Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Associate
Park Avenue
Client Advisory
Demi is an Associate in the New York Office where she supports the Family Office Practice as an Administrator.
Demi started a career in hospitality management in Orlando, Florida for Hilton Worldwide in pursuit of fulfilling her passion of creating magical moments for people traveling from all over the world. She then moved to New York March of 2020 to pursue her career closer to family. She previously managed a construction office for 2 years before joining our team.
Partner & Market Leader
Partner
Partner & Practice Leader
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
