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Isaac R
Series 66
New York, NY
Mavros Capital Management, LLC
Isaac Richard III is a financial advisor at Mavros Capital Management, LLC, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at JP Morgan, Morgan Stanley, Merrill Lynch, and Finalis Securities. He is also involved in family office advisory through Mavros Capital, where he leads strategic direction. Mavros Capital Management provides discretionary and non-discretionary portfolio management primarily to single-family offices, ultra-high-net-worth individuals, and entities such as trusts and foundations. The firm customizes advice through formal Investment Policy Statements, integrating illiquid holdings and conducting due diligence on private fund managers while offering a dedicated Family Office Services offering and consolidated reporting on assets.
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