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Family office
Your team
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Your team
Mark O’Toole
Founder/Managing Director
Daniel Lunardi
Senior Financial Adviser
Alan Morey
Senior Financial Adviser
Tracy (Jingyi) Wang
Associate Adviser/Compliance Officer
Louisa Huber
Communications and Operations Manager
Priscilla Fung
Management Accountant
Rachelle Vinola
Client Service Manager
Ethan Spiegel
Assistant Para Planner
Lino Salzono
Assistant Para Planner
