who we are
Founder and CIO
Raul is founder, president, and CIO. He manages client portfolios with a strong emphasis on minimizing their exposure to risk. He is a columnist for Forbes.com and has received numerous awards, both for client satisfaction and service and for his market and economic commentary. As a former Wall Street strategist he advised portfolio managers across the US and the globe, made presentations at the World Bank, and appeared on major financial publications and TV channels. He is an active member in his community and served in numerous non-profit boards.
Oxana is Vice President and focuses on financial planning and business development. She graduated from Baruch College with a degree in Finance and Investments and worked for 14 years at some of the premier investment banks in New York, including Barclays Capital and Deutsche Bank. During her successful career in Wall Street, she worked closely with premier financial institutions such as Alliance Bernstein, Oppenheimer Funds, T Rowe Price, and others.