Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at SlateStone Wealth from 2018 to 2023. Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively large asset pool for a small client base and providing access to a diverse range of investment vehicles.

Mario Zumbo is a CFP® professional at Preserve Private Wealth, LLC with 10 years of industry experience. He previously worked at Goldman Sachs for five years and has held roles at Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, combining fundamental and quantitative analysis with a long-term trading orientation. The firm manages a relatively large pool of assets per client and offers access to a diverse range of investment vehicles including hedge funds, private equity, and digital assets.