The Bonn Gasic Group Wealth Management

Led by Tamara Bonn and Nikola Gasic – both Chartered Financial Analyst (CFA^®) charterholders – the team oversees more than $1 billion in client assets as of April 30, 2026. Globally recognized as the gold-standard of education and proficiency in the investment management industry, CFA^® charterholders are held to the highest ethical standards.  

Our work centers on disciplined portfolio management and diversified long-term investing, with the goal of helping clients grow and preserve wealth while carefully managing risk and tax efficiency across market cycles.

Many of our clients steward significant wealth across corporate, trust and philanthropic structures, and we collaborate closely with their accountants and legal advisors to help ensure investment decisions remain aligned with broader planning considerations.