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Advisory Professionals
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Vincent Rossi
Wealth and Investment Strategy
28 years of investment and wealth management experience
CERTIFIED FINANCIAL PLANNER Certificant 
Master of Science in Financial Services
The American College
Bachelor of Science in Business Administration
Northern Arizona University
Mr. Rossi is the founder of the firm, the principal owner and President and Chief Investment Officer. As president, he is responsible for the strategic direction of the firm and delivering the firm's services. His primary client role is investment management and wealth strategy for each of the firm's clients. He is also responsible for managing client relationships.
Mr. Rossi's career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. Prior to founding the firm, he was a Senior Vice President at Morgan Stanley, where he served as a Wealth Advisor, Portfolio Manager and Trust Officer. He was also a Managing Director at Piper Jaffray, where served as a Strategic Wealth Planner, Portfolio Manager and Senior Investment Management Consultant.
At both Morgan Stanley and Piper Jaffray, Mr. Rossi specialized in wealth management, investment consulting and portfolio management. He worked exclusively with a select number of client families, their related family members and their philanthropic organizations.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging billions of dollars in government securities. He has also been an individual member of one of the world's largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange.
From 1986 to 2000, Mr. Rossi wrote and taught personal investment management classes for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.
During his career, Mr. Rossi has earned the following professional designations:
Certified Financial Planner
Certified Investment Management Analyst
Chartered Life Underwriter
Accredited Estate Planner
Chartered Advisor in Philanthropy
Certified Trust & Financial Advisor
Accredited Investment Fiduciary Analyst
He currently maintains his Certified Financial Planner certification. Mr. Rossi has also passed Level I of the examination for the Chartered Financial Analysts designation.
Mr. Rossi has studied advanced wealth management issues at the following institutions:
Wharton School at the University of Pennsylvania
Center for Fiduciary Studies, Joseph M. Katz Graduate School
at the University of Pittsburgh
John F. Kennedy School of Government at Harvard University
Philip E. Heckerling Institute on Estate Planning
at the University of Miami School of Law
Richard D. Irwin Graduate School at the American College
Esperti-Peterson Institute at Michigan State University
Cannon Financial Institute honors graduate
at University of Notre Dame
at Boston University Law School
at University of North Carolina, Charlotte
Kinder Institute of Life Planning
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Scott Chalmers
Financial Planning
10 years of financial planning and investment experience
CERTIFIED FINANCIAL PLANNER Certificant
Certified Trust & Financial Advisor
Chartered Retirement Planning Consultant
Mr. Chalmers joined the firm after an eight year career as a Wealth Management Advisor with Merrill Lynch Private Client Group. During the eight years he was with Merrill Lynch, he was responsible for helping individuals with their financial plans and investment strategies. Mr. Chalmers is responsible for managing client relationships with the firm.
Mr. Chalmers has studied trust management at Cannon Financial Institute
at University of North Carolina, Charlotte
at Boston University Law School
Staff Professionals
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Jennifer Vamvakias
Director of Client Services
12 years of individual and small business taxation,
accounting and financial planning experience
Bachelor of Science in Business Administration
University of Phoenix
Ms. Vamvakias is a founder of the firm, an owner and Director of Operations. She is responsible for managing client services and supporting the delivery of the firm's investment management and financial planning services to clients of the firm.
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Karri Fellars
Accounting and Human Resource Management
13 years of financial operations experience
Associate in Arts in Business Administration
Phoenix College
Ms. Fellars has been with the firm since its inception and is responsible for managing the firm's accounting, human resource, employee benefits and property control systems. |
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