Our Team

Holly D’Annunzio, Principal, is a Chartered Financial Analyst with 35 years’ experience and leads the consulting practice. Her strengths include understanding our client’s situation and applying the diverse financial opportunity set toward a proper solution. Assisting her in this process is a team of dedicated consultants, analysts and staff who have served clients together for over 20 years. Our client relationships span decades while our knowledge is refreshed daily though the constantly changing global environment.