Andrew Neatt, CFP®, CIM®, FCSI® | Senior Portfolio Manager, Senior Investment Advisor
With over 30 years of experience, Andrew has been delivering investment advice to physicians and their families since 1994. He leverages his unique factor-based investment approach and is frequently quoted in leading financial publications for his insights on portfolio strategy and market trends.
As a specialist in Portfolio Management and Strategy, Andrew helps clients navigate complex markets with clarity and confidence. He also provides quarterly market insights and economic updates tailored to the needs of physicians across all stages of their careers.
Outside of work, Andrew enjoys spending time with his family at their vineyard, where he stays grounded and connected to the community. He is actively involved in local initiatives and values the importance of giving back and fostering meaningful relationships within his community.
John Naas, CFA, CFP®, FCSI® | Senior Portfolio Manager, Senior Investment Advisor
With over 18 years of experience in financial advisory, John holds the Certified Financial Planner (CFP®) designation, and is a Chartered Financial Analyst (CFA®) charterholder. He specializes in Financial Planning and Tax Optimization, helping clients design and maintain comprehensive financial roadmaps that align with their personal and professional goals.
John provides ongoing guidance to physicians and their families, reviewing both personal and corporate tax strategies annually to help ensure long-term financial efficiency and growth. His approach combines technical expertise with a deep understanding of the financial complexities unique to medical professionals.
Outside of work, John enjoys staying active through tennis and spending quality time with his children. His commitment to balance, family, and lifelong learning mirrors the values he brings to his client relationships.
Meet The Team
Administrative Associate
Administrative Associate
