People
Meet the Team
Featured
Chief Executive Officer
Experienced leader in the wealth management space. Responsible for strategic direction along with business development and relationship management.
Chief Investment Officer, Chief Operating Officer
Oversees the firm’s investment strategy and operations to ensure our portfolio decisions and business execution align with client objectives and long-term growth.
Chief Wealth Strategist
Manages the wealth management, financial planning and legacy stewardship for EQV Advisory clients.
Director of Private Investments
Source and underwrite investment opportunities in the private markets. Assist CIO in development and implementation of liquid strategies.
Marketing Coordinator & Office Manager
Leads digital marketing strategies and brand communication efforts across social media, content, and email campaigns.
Operations Associate
Assists with new client onboarding requests and customer account maintenance along with other operational functions.