The strength of Helvetica Assets lies in our people. Our team brings together seasoned professionals with diverse expertise, united by a common commitment to serving our clients with integrity and excellence. Get to know the advisors who will be working with you to achieve your financial goals.
Chief Executive Officer
Michael founded Helvetica Assets with a vision of providing truly comprehensive wealth management services. With over 30 years of experience in the financial services industry, he has helped hundreds of families achieve their financial goals. Michael holds both CFP® and CFA® designations and serves on the board of several industry organizations.
Chief Investment Officer
Sarah leads our investment team and is responsible for portfolio strategy and manager selection. She has over 25 years of investment management experience, including roles at major institutional investment firms. Sarah holds a CFA® charter and an MBA from a top business school. She is a frequent speaker at industry conferences.
Director of Financial Planning
David oversees our financial planning team and specializes in complex estate planning and tax strategies. He holds both a law degree and CFP® certification, bringing a unique perspective to wealth management. David has over 20 years of experience helping high-net-worth families with sophisticated planning needs.
Senior Wealth Advisor
15+ years of experience in comprehensive financial planning and wealth management.
Tax Planning Specialist
20+ years of experience in tax planning and optimization strategies for high-net-worth individuals.
Portfolio Manager
18+ years of experience in portfolio management and investment research.
Family Wealth Advisor
12+ years of experience in family wealth management and multi-generational planning.
Business Advisory Specialist
16+ years of experience in business owner solutions and exit planning.
Retirement Planning Specialist
14+ years of experience in retirement income planning and distribution strategies.
Alternative Investments Specialist
13+ years of experience in alternative investments and private markets.
Wealth Advisor
10+ years of experience in comprehensive wealth management and financial planning.
Our Investment Committee meets quarterly to review portfolio performance, assess market conditions, and make strategic allocation decisions. The committee includes our most senior investment professionals and brings together decades of combined experience.
We're always looking for talented professionals who share our commitment to excellence and client service. If you're interested in joining the Helvetica Assets team, please visit our Career Opportunities page to learn more about current openings.
Schedule a complimentary consultation to discuss your financial goals.
