Meet Our Team

Click on the names or images to learn more about each team member.

Cassandra Toroian

Founder
Chief Investment Officer

Rehoboth Beach, DE

Jacquelyn Blue

Chief Financial Officer

Rehoboth Beach, DE

Jacqueline Reeves

Managing Director
Senior Investment Advisor

Boca Raton, FL

Andres Bonell

Senior Investment Advisor

Rehoboth Beach, DE
Boca Raton, FL

Ellen Shea

Client Support Specialist

Rehoboth Beach, DE

Sally Lawson

Senior Investment Advisor

Morristown, NJ

Andrea Cho

Senior Investment Advisor

Villanova, PA

Galina Kuznetsova

Investment Advisor
Operations Associate

Long Beach, CA

Jake Vick

Analyst

Rehoboth Beach, DE

Barbara Deane

Executive Assistant
Office Manager

Rehoboth Beach, DE