Chris Heintz is a financial advisor at Perennial with 10 years of industry experience. He holds a Series 65 designation and has worked at Perennial Advisors LLC since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, providing wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and the use of derivatives and borrowing within separately managed accounts.

Maxwell Levi is a financial advisor at Perennial with a Series 65 designation and three years of industry experience. He has been with Perennial Advisors since 2023. Perennial serves individual clients across a range of net worth levels, family offices, trusts, estates, small businesses, and other organizations. The firm provides wealth advisory and financial planning, discretionary and non-discretionary portfolio management, and advises on alternative investments, using a customized, tax-aware approach that incorporates fundamental research, diversification, rebalancing, and efforts to minimize fees and taxes.

Scott Strasser is a financial advisor at Perennial Advisors, LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has been with Perennial since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment process that includes fundamental research, diversification, rebalancing, and fee and tax minimization, utilizing equities, ETFs, fixed income, derivatives, and borrowing strategies.

Jacqueline Di Santo is a Series 65-licensed advisor at Perennial in New York, NY, with one year of industry experience. Her prior work includes seven years at The Ursuline School and four years at Wake Forest University. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations with wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process incorporating fundamental research, diversification, rebalancing, and fee and tax minimization, often using equities, ETFs, fixed income, derivatives, and margin strategies.

Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.