Our Leadership

Institutional Expertise

Led by partners with multi-billion-dollar institutional portfolio experience from the world's most prestigious financial institutions.

Our Leadership

Leadership in Finance: Pioneering Success with Proven Expertise

Our esteemed partners have overseen multi-billion-dollar portfolios for prestigious global institutions, showcasing our commitment to excellence. Together, we lead the way in the financial realm, ensuring success for our valued clients.

Michael Sterling

Founding Managing Partner

30+ years structuring institutional portfolios. Former Goldman Sachs MD.

Victoria Chen

Chief Investment Officer

Blackstone alum with expertise in alternative assets and family office advisory.

David Rothman

Head of Capital Markets

20+ years in capital placement. Previously JPMorgan Private Bank.

Sarah Morrison

Managing Director

Former Morgan Stanley executive specializing in UHNW client relationships.

Michael Sterling

Founding Managing Partner

30+ years structuring institutional portfolios. Former Goldman Sachs MD.