Claudia Rutishauser is a financial advisor at Pilotage Private Wealth AG with nine years of industry experience. She holds a Series 65 designation and previously worked at Reyl Overseas Ltd for four years before joining Pilotage in 2017. Pilotage Private Wealth offers asset allocation and portfolio management through proprietary model portfolios, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and other businesses. The firm emphasizes diversified, long-term investment strategies using institutional funds and manages accounts on both discretionary and non-discretionary bases.

Yann Rousset is a financial advisor at Pilotage Private Wealth AG with 14 years of industry experience. He holds a Series 65 designation and has been with Pilotage Private Wealth AG since 2013, following a tenure at Pilotage Wealth Management AG from 2009 to 2016. Pilotage Private Wealth AG provides investment advisory and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs proprietary model portfolios and a combination of fundamental, technical, and quantitative analysis to manage assets, with a focus on tax-sensitive legacy positions for U.S. taxpayers and a cross-border client base.