Join Our Team
Our Mission
To enable exceptional builders and their families to thrive.
We are building a team of exceptional professionals who are passionate about working with incredible families, delivering deep expertise and exceptional experiences. Work alongside a team with decades of experience managing significant wealth. Learn from practitioners who have built and scaled successful businesses themselves, and be part of a team that's redefining what a fractional family office can and should be.
Meet the Team
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Bob Casey
Founder & CEO
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Kinshuk Rajan
CIO & Head of Strategic FInance
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Elizabeth Francis
COO
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Hanna Byers
MD, Product
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Bridget Byrne
Director, Tax
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Camille LoPresti
Director, T&E
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Tony Berti
Director, Accounting & Family CFO
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Bess Goodfellow
Director, Strategic Finance
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William Iacullo
Manager, Tax
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Elsie McDonnell
Manager, Accounting
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Wallace Vincent
Analyst
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Jessica Warm
Accountant
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Jake Sofro
Accountant
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Jana Goyette
Talent
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Maggie Coll
Client Service Analyst
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Liz Pardee
Senior Accountant