Meet the Team

avitas
noun
longevity, the time through which something lasts

Amit Josef, CFP

Wealth Organizer and Planner

Catherine Gerst

Principal

Eric Taslitz

Principal

Greg Satz

Principal

Gunit Bedi

Senior Relationship Manager

Miguel Salazar

Senior Relationship Manager

Nathaniel “Ned” Downes, CFA, FRM

Director - Research and Operations

Peter Lee, CFA

Director - Research and Portfolio Analytics

Russell Evans CIMA®

Managing Principal

Scott Duncanson

Managing Director