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.

Operations Director

Leading role is overseeing and managing operation functions.

Director of Private Investments

Source and underwrite investment opportunities in the private markets.  Assist CIO in development and implementation of liquid strategies.

Relationship Manager

Supports clients by delivering exceptional service and proactive guidance, simplifying their financial lives while building lasting confidence in the management of their wealth and long-term goals.

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.