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Next Generation of Wealth Management

Leadership Team

Who We Are

We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive returns. The values we stand by are honesty, persistence, teamwork, and excellence.

What We Do

We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and will preparation. We provide our clients with a holistic approach and advisory relationship to ensure everyone succeeds and prospers together.

Leadership Team

At Optimize, we’re building a world-class firm that’s solving an exceptionally difficult challenge: democratizing premium wealth management for investors of all sizes. The only way to do that is by making our team and culture a priority from the very beginning and throughout our core.
Matt M-3

Matthew McGrath, CFA

President, Chief Executive Officer, and Chief Investment Officer

Loretta Headshot

Loretta Carbonelli

Chief Compliance Officer

Chris Coholan-1

Chris Coholan, HBBA, CIM

Chief Business Development Officer


Thomas Durston, CIM

Chief Operating Officer


Sandy Beniamin

Chief People Officer


Matthew Tomasic, CFP, CIM

Senior Vice President Compliance


Kevin Fobert, CIM

Senior Vice President Fund Management


Luca Ciminelli, CIM

Senior Portfolio Manager


Steven McMackon, CIWM, CIM, FCSI

Senior Portfolio Manager

Ferreira Headshot

David Ferreira, CFA

Portfolio Manager


David Taylor, CIM

Portfolio Manager

Nick Swinton Headshot

Nicholas Swinton, CIM

Associate Portfolio Manager


Monika Gabra

Manager, Client Services

Discover how our team can help you and let's make it happen together.