Key Metrics
Assets Under Management
N/A
Manages Private Funds
No
Performance-Based Fees
No
Client Category
Investment Adviser Clients
Allocation Score
40
Investment Profile
Allocation Signals
Mentions AlternativesMentions Private Credit
Key Decision Makers
G
Gus Gotsis
Partner & CEO
P
Paul O'Grady
Partner & Executive Wealth Advisor
G
Gregg Guinta
President
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