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