Our Team

A Global Perspective on Wealth Advisory

Private wealth advisory works best when the people advising you actually know your situation. We’re a small group by design. Every client relationship receives direct attention from the people best positioned to support it.

Asset 7@4x
David Reidy
Founder & CEO
Asset 6@4x
Frank Van Lerven, CFP®
Director, Investment Advisor Representative
Asset 3@4x
Derek Grijns
Director of Client Services
Asset 5@4x
Ingrid Bouwman
Operations
Asset 4@4x
Rinus Callenbach
IT
Asset 8@4x
Andrew Little
Investment Advisor Representative – Private Clients