Raising the Bar

We invite you to raise the bar for your financial affairs. With a steadfast commitment to excellence and capabilities for your every need, our high-caliber team strives to provide a wealth management experience apart from the ordinary.

Individuals

Our affluent clients know they can turn to us to handle every aspect of their financial affairs, big or small, with distinction.

Institutions

From central banks to corporations and endowments, our robust team has the reach and world-class resources to elevate your business.

Meet Our Team

Boca Raton

Don A D'Adesky
Don A. d'Adesky
Managing Director, Wealth Management Fixed Income Capital Markets
Kristopher Lemke
Kristopher Lemke
Managing Director, Wealth Management Fixed Income Capital Markets
Matthew Cicero
Matthew Cicero
Sr. Investment Portfolio Analyst
Grant D'Adesky
Grant d'Adesky
Financial Advisor
Zac Hersman
Zac Hersman, CFP®, CPFA®, CDFA®, CEPA, AIF®
Senior Financial Planning Consultant Certified Financial Planner™
Pablo Heredia
Pablo Ramon Heredia
Practice Business Manager
Joanne Novie
Joanne Novie
Registered Senior Client Service Associate
Monique Estrada
Monique Estrada
Senior Client Service Associate
Shirley Pastor
Shirley Pastor
Senior Client Service Associate

Miami

Jose Cabrera
Jose Cabrera
Managing Director, Wealth Management Fixed Income Capital Markets
Kevin Gourrier
Kevin Gourrier
Managing Director, Wealth Management Fixed Income Capital Markets
Ryan C Weber
Ryan Weber, CRPS™, WMS™
Managing Director, Wealth Management Fixed Income Capital Markets
Nicholas Bruno
Nicholas Bruno, WMS™
Vice President, Investments Fixed Income Capital Markets
Jose Cabrera Jr
Jose A. Cabrera Jr., WMSTM
Business Manager
Kristina Cabrera
Kristina Cabrera, CRPS™, MBA
Financial Planning Consultant
Vernadine Crespo
Vernadine Crespo
Senior Registered Client Service Associate
Yailin Alfonso
Yailin Alfonso
Senior Client Service Associate

This is Big

With a combined experience spanning over a century, our team has garnered recognition and accolades from industry bodies as leaders in the field of financial advice. As your partner, we stand ready to share our award-winning competency.

Discover the distinction

 

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