Meet the team

The Private Client Group

Our Private Client Group understands it’s not just about building your portfolio, it’s about building trust. One-on-one education, relationships, and support to help you modernize your portfolio with alternative investments.

Get more with a personalized experience

We empower investors to grow their wealth outside of the stock market by curating private market alternatives from top investment managers, all on one easy to use platform.

Evolve your wealth

Realize the full potential of your investments with our diversified asset classes that have historically outperformed traditional markets.

Dedicated Concierge

We’re here to support our clients with education and assistance. Our team’s entire focus is building relationships — not just deals.

Just a call away

You might be investing online but you’re not alone. Our team is a chat or call away to help you navigate the world of alternative investing.

Personalized Help

Our seasoned team of professionals listens to you and explains the alts strategies available to grow your wealth

Our private client group is here to help you navigate alternative investing, and build your portfolio, at whatever stage it may be. We are a private group for private capital markets.

- Jordan Rosenberg

Director, Private Client Group

Jordan Rosenberg

Meet the team

Our team guides investors and prospective clients to evolve their wealth with private market alternatives. We use engagement, education, relationships & white-glove service to maximize & deploy on platform.

Jeremy Niss

Manager, Private Client Group

Melek Kartal

Senior Associate, Private Client Group

Nazar Stelmakh

Senior Associate, Private Client Group

Marcus Hernandez

Associate, Private Client Group

David Raphael

Associate, Private Client Group

Sean Sullivan

Associate, Private Client Group

Mukti Vasanji

Associate, Private Client Group

Simon Wills

Associate, Private Client Group

Michael Anderson

Analyst, Private Client Group

Aleksei Grinenko

Specialist, Private Client Group

Jawad Samradli

Specialist, Private Client Group


Recognizing and rewarding our top investors

We have expanded our loyalty program to unlock greater value for our top investors. In addition to a relationship with our Private Client Group, members enjoy a wide range of benefits including invitations to events, to early access to investments, priority support, and more.