Expanding the Future of Wealth Management
TONY RHEE, CFP®, CIMA®, CPWA®
Managing Director | Wealth Management
SUSAN SEITER
Managing Director | Wealth Management
DANIEL KANG, CFP®, CFA
Managing Director | Senior Portfolio Manager
Private Wealth Management in the United States and Canada founded 2001
Client-centric approach focused on the unique financial and life circumstances of each individual, family, and institution
Over $8.8 billion in assets under management as of March 2026
30 years of outstanding results

