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Meet the team
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Partners
Senior Management
Wealth Managers
Josh Matthews, HBA
Co-Founder
Managing Partner
Senior Wealth Manager
James Sellon, CFA, CFP™
Co-Founder
Managing Partner
Senior Wealth Manager
Rory Dorman, ACA
Partner
Senior Wealth Manager
Henry Findlater
Partner
Senior Wealth Manager
Tor Flonaes
Partner
Senior Wealth Manager
Andrea Solana
Partner
Head of Advanced Planning
Barry Brosnan
Senior Wealth Manager
Edward Howison
Senior Wealth Manager
George King
Senior Wealth Manager
Ashley Scher
Senior Wealth Manager
Mark Scher
Senior Wealth Manager
Patrick Bowen
Wealth Manager
Ollie Cutting
Wealth Manager
Alex Dolton
Wealth Manager
George Fisk
Wealth Manager
Kyle McClellan
Wealth Manager
Cormac Naughten
Head of MASECO Institutional
