Our Team
Rami Sarafa
CEO
With over 18 years of experience in wealth and asset management, Rami Sarafa serves as CEO and Portfolio Manager overseeing over $1+ Billion AUM on behalf of clients world wide.
Mr. Sarafa graduated with an MBA from Harvard Business School and a BA from Harvard College.
Natasha-Christina Akda
COO | CLO
Natasha-Christina Akda provides legal and strategic guidance on considerations related to cross-border transactions, corporate structuring, private equity, compliance and more.
Ms. Akda received her Juris Doctorate and BA from The George Washington University.
Abe Sheikh
CIO
Previously co-CIO at Meeder Investment Management, Abe Sheikh oversaw $35+ Billion in AUM and now serves as CIO and Portfolio Manager on behalf of clients worldwide.
Abe graduated with a Masters in Computational Finance from Carnegie Mellon and a BS from the London School of Economics.
NEW YORK:
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Mitchell Perrault
Vice President
Forrest Scaringe
Associate
Omar El Hoffi
Analyst
Sarah Tabbaa
Analyst
Kimmie Lee
Operations Associate
Barbara Feehan
Office Administrator
COMPLIANCE:
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Richard Chen
Compliance Counsel
DATA CONSOLIDATION:
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Greg Rogers
Technology Solutions
BILLING & ACCOUNTING:
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Michael Chen
CPA
Hei Wong
CPA