Scott Frank, CAIA™, CPWA®
Over 20 years of experience in investment and financial advisory, spanning financial planning, hedge fund research, equity fund structuring, board-level fund oversight, portfolio management, software and index design, and multigenerational family office strategy. Spent nearly 15 years on the investment team of a prominent family office, sourcing and evaluating long-term investment opportunities across North and South America, Western and Eastern Europe, and the Far East—strategies designed to preserve and grow generational capital. Also partnered with one of Brazil’s largest asset managers to structure and launch a fund in Luxembourg, connecting Latin American investment insight with European institutional access. He holds professional certifications in Alternative Investment Analysis (CAIA™) and Private Wealth Management (CPWA®).
David T. DeWitt, CFP®, CSRIC®
David is a seasoned asset manager and financial planner whose career began in the early 1980s. His extensive experience spans critical facets of finance and financial planning, including equity research, portfolio management, Master Limited Partnerships (MLPs), and deep work across the energy-infrastructure and midstream sectors. He is the author of Master Limited Partnerships: Your Guide to the Income-Producing MLP Investments That Are Building America’s Energy Infrastructure, a definitive resource on the role of MLPs in powering the nation’s energy network. David is a Certified Financial Planner™ (CFP®) and a Chartered SRI Counselor (CSRIC®).
David H. DeWitt, CFP®
Dave Jr., a Certified Financial Planner™ (CFP®), is driven by a profound passion for helping people. His focus is on organizing their financial lives and maximizing their potential. Dave's specialization in serving adults with ADHD, combined with his personal experience with the condition, enables him to provide the understanding and support necessary for forging successful financial outcomes.
Doreen Gallagher
Doreen has over 30 years of experience in the brokerage and investment advisory industry. She is responsible for all office and administrative duties associated with client account maintenance and service.