Our Team - Family Office
Institutional | Private Wealth | Family Office
Family Office
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![Kate Flume / Senior Managing Director]()
KATE FLUME
Senior Managing Director
Dallas, TX
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![Jennifer De Gregori / Director]()
JENNIFER DE GREGORI
Director
New York, NY
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![Ronda Lubin, CPA / Chief Financial Officer]()
RONDA LUBIN, CPA
Chief Financial Officer
New York, NY
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![Jason Oclaray / President]()
JASON OCLARAY
President
Santa Monica, CA
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![Adam Stern / Chief Executive Officer]()
ADAM STERN
Chief Executive Officer
Santa Monica, CA
See our Investment Team
