Satovsky Asset Management LLC

Christine Lucero is a CFP® professional at Satovsky Asset Management LLC with five years of industry experience. She has been with Satovsky Asset Management since 2013. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a goals-based, tax-aware approach emphasizing low-cost, passive investment structures while incorporating factor tilts, structured notes, and alternative strategies where appropriate.

Avi Berg is a financial advisor with Satovsky Asset Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Satovsky Asset Management since 2021 and previously spent five years at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op; he also acts as an outside advisor to Quantum Farma. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach that balances low-cost passive strategies with factor tilts, structured notes, and alternative investments, managing most portfolios on a discretionary basis while offering technology-enabled automated options.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of industry experience. He is affiliated with Satovsky Asset Management LLC, where he has worked since 2007, following a brief tenure at Ameriprise. He is also the author of "Your Rich Life" and hosts a podcast focused on financial topics. Additionally, Satovsky volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers investment management, financial planning, family office, and consulting services, emphasizing a goals-based, tax-aware approach with a mix of passive and specialized investment strategies.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with a Series 65 designation and four years of industry experience. He has been with Satovsky Asset Management since 2015. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach with a preference for low-cost, passive structures, while incorporating factor tilts, structured notes, privately placed alternatives, and a range of portfolio strategies to suit client needs.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and three years previously at Lenox Wealth Advisors, totaling ten years in the financial industry. He is based in West Palm Beach, FL. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware approach with a preference for low-cost, passive investments alongside factor tilts, structured notes, privately placed alternatives, and tailored strategies, offering both discretionary and non-discretionary management complemented by a technology-enabled automated platform.