Brian P. Amidei

Brian P. Amidei AIF®, CRPC®

Chief Executive Officer, Founding Partner

Joseph G. Romano III

Joseph G. Romano III AIF®, CRPC®

President, Chief Operating Officer, Founding Partner

Young Presidents’ Organization
(YPO), Member

Brett D'Orlando

Brett D'Orlando AIF®, CRPC®

Chief Compliance Officer, Founding Partner

Giving Back & Community Involvement
Some of the organizations we support:

Legatus of Palm Springs
Martha's Village & Kitchen
NAFOA
Saint Francis of Assisi Catholic Church
St. Jude Children's Research Hospital
The Warburton Celebrity Golf Tournament
Young Presidents' Organizaiton
Desert Scholarship Foundation
Xavier College Prep