LEADERSHIP TEAM
Anthony J. D’Angelo
Chief Executive Officer
Lisa B. Davis, MSM
Chief Strategist
Jake LaTourette
Managing Director
Jordan Foe
Wealth Consultant
Marcus T. Peterson, MBA
Board of Directors
Brian K. Breneman
Board of Directors
Aurelius Investment Strategists
Meet The Team
Stephen Good, LUTCF
Director of Legacy Planning
SUPPORT TEAM
Jon Maitz, ChFC, CLU, RICP, CHSNCHead of Advanced Planning Gina IovansiciHead of Community Engagement |
LA
1925 Century Park E, Suite 1700
Los Angeles, CA 90067
NYC
2 Park Avenue, Suite 300,
New York, NY 10016
SOFL
2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431