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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

Tom-1

Thomas Durston, CIM

Chief Operating Officer

Sandy-1

Sandy Beniamin

Chief People Officer

Tomasic

Matthew Tomasic, CFP, CIM

Senior Vice President Compliance

Kevin-1

Kevin Fobert, CIM

Head Private Client Group

Luca-2

Luca Ciminelli, CIM

Senior Portfolio Manager

Steven-Mc-Mackon

Steven McMackon, CIWM, CIM, FCSI

Senior Portfolio Manager

Ferreira Headshot

David Ferreira, CFA

Vice President Fund Management

David-Taylor

David Taylor, CIM

Portfolio Manager

Nick Swinton Headshot

Nicholas Swinton, CIM

Associate Portfolio Manager

Monika-1

Monika Gabra

Manager, Client Services

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

 

Our Services

Portfolio Management

Financial Planning

Tax Preparation & Planning

Will & Estate Planning

Insurance

Loans & Mortgages

Contact Us

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What we do

Optimize Wealth Management is 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 provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. 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 historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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