While most wealth management firms focus solely on portfolio construction, we recognize that in an ever-changing world clients’ financial footprints are becoming more and more complex. In order to provide a holistic approach to your wealth, we have built a dedicated team of Entrepreneurs in Residence that can help you analyze investments outside of the capital markets.

Ryan T. Nagle

Managing Director

James Shanahan

Life Science

Noah Brooks

Real Estate

Richard Nagle

Cannabis

JAMES BOWEN

Energy

SCOTT KOZAK

Artificial Intelligence/Robotics

Nurissa Guerrero

Administrative Assistant

Ryan T. Nagle

Managing Director

Nurissa Guerrero

Administrative Assistant
While most wealth management firms focus solely on portfolio construction, we recognize that in an ever-changing world clients’ financial footprints are becoming more and more complex. In order to provide a holistic approach to your wealth, we have built a dedicated team of Entrepreneurs in Residence that can help you analyze investments outside of the capital markets.

James Shanahan

Life Science

Noah Brooks

Real Estate

Richard Nagle

Cannabis

JAMES BOWEN

Energy

SCOTT KOZAK

Artificial Intelligence/Robotics