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Christopher A
CFA®, Series 66
Albany, NY
Independent Family Office, LLC
Christopher Avino is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Independent Family Office, LLC since 2021 and previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America U.S. Trust. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing a range of family-office and wealth management services. The firm customizes investment programs using fundamental and technical analysis and offers a broad set of strategies, focusing primarily on non-investment family office functions.
William R
Series 63, Series 65
Albany, NY
Independent Family Office, LLC
William Reickert is a financial advisor with Independent Family Office, LLC in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has served on the Board of Directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise. Independent Family Office, LLC serves high net worth individuals, families, related entities, and charitable organizations by offering a range of family-office and wealth management services tailored to client objectives. The firm employs a variety of investment strategies and manages approximately $618 million in discretionary assets across a focused client base.
Viju R
Series 66
Albany, NY
Independent Family Office, LLC
Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Independent Family Office, LLC since 2012. Independent Family Office, LLC provides wealth management and comprehensive family-office services to high net worth individuals, their families, affiliated entities, and certain charitable entities. The firm offers tailored financial planning combined with discretionary portfolio management, utilizing fundamental and technical analysis along with various investment strategies, while emphasizing non-investment family office functions.
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