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Meet the Team that's building the Next Generation in Wealth Management

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, no load advice and personalized service, coupled with our financial strength and premium 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 estate planning. We provide our clients with a holistic approach and a no load advisory relationship to ensure everyone succeeds and prospers together.

Leadership Team

At Optimize, we’re building a world-class company 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 our firm's top priority from the very beginning and throughout our core.
Matt M-3

Matthew McGrath, CFA

President and CEO

Warren-1

Warren MacKenzie, CA, CPA

Head of Financial Planning

Chris Coholan-1

Chris Coholan, HBBA, CIM

Senior VP, Corporate Development

Sandy-1

Sandy Beniamin

Senior Manager, Client Services

Kevin-1

Kevin Fobert, CIM

Senior VP, Corporate Development

Tomasic

Matthew Tomasic, CFP, CIM

VP, Operations and Trading

Tom-1

Thomas Durston, CIM

VP, Operations and Technology

Monika-1

Monika Gabra

Manager, Client Services

Luca-2

Luca Ciminelli, CIM

Senior Portfolio Manager

Steven-Mc-Mackon

Steven McMackon, CIWM, CIM, FCSI

Senior Portfolio Manager

David-Taylor

David Taylor, CIM

Associate Portfolio Manager

Nick Swinton Headshot

Nicholas Swinton, CIM

VP, Marketing

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