Joe and his team have been providing boutique investment and wealth management services for select clients since 1999.
> Joe earned his MBA from the University of Chicago Booth School of Business. He began his career in the Equity Division of Goldman Sachs in 1999. He has since served select private wealth clients at Goldman Sachs, UBS, and Merrill Lynch. Prior to Goldman Sachs, Joe worked as a senior management consultant at Coopers & Lybrand and as an engineering assistant at MIT in the Francis Bitter National Magnet Laboratory.
> Dinghao "Peter" Jiang earned his Bachelor of Science Degree in Business from Babson College with a specialized major in Computational Finance. He has worked at Merrill since 2016 and is nearing completion of his final level Chartered Financial Analyst (CFA) designation. Peter focuses on securities trading, portfolio trading, options trading, financial analysis and reporting, private investment accounting, and portfolio modeling.
> Kathy earned her Bachelor of Arts degree from Brown University. Prior to Merrill, Kathy worked as a market researcher and strategist for the advertising agency Leo Burnett and as director of marketing strategy for Universal Studios. Kathy serves as our team Chief Administration Officer while assisting clients with private banking and technology support and services.
Each team member holds Series 65, and Series 7 licenses. Joe additionally holds a Series 3 - Commodities, Options and Futures license.
Our work is marked by a high commitment to dedicated and truly personal service. We operate under an SEC regulated fiduciary standard in serving our clients.
We provide a wide rage of investment, wealth management, financial planning and consulting services. Please see our public filed and SEC registered ADV Brochure for more complete details of our services.
We deliberately avoid platitudes in our investment advice in favor of financially rigorous, independent, and holistic solutions that fit our clients as individuals.
We encourage and provide personal finance and investment education to children and next generation family members.
We coordinate tax, estate, and charitable strategies with specialist attorneys and CPAs.
We are highly experienced with complex public and private company CEO and executive transactions, management, and planning.
We assist in advising on and executing investment strategies that are tax sensitive.
We coordinate tax, estate, and charitable strategies with specialist attorneys and CPAs.
We can consult and implement certain services typically part of a Family Office service.
We anticipate future expanded capabilities to serve global/international clients.
DTWN is our chosen logo for Downtown Wealth Studios. The elongated text and metal color of the DTWN letters aims to be reminiscent of a downtown city skyline.
Downtown Wealth Studios was imagined and planned in downtown Manhattan and downtown Miami over several years - primarily in the NYC/SoHo and Miami/Wynwood neighborhoods and close to the downtown where my investment career on Wall Street began. These energetic, artistic and creative neighborhoods inspired a desire to bring a more elegant, creative and stylized feel to our work in addition to the already high level of skill and service.
Most importantly - I have had the unique privilege of working with clients that are wonderfully intelligent, creative, courageous, and inspirational individuals: music and film creatives and executives, scientists and entrepreneurs, professors and teachers, founders of private and public companies, medical doctors, software and life science technologists, hedge fund managers, published authors, artists, gallerists, and environmental conservationists. Their grit, persistence, kindness, and individuality has been something to see. I admire each of them - and they inspire me.
We are just at the beginning. We invite our clients, partners and those who join us - to partner with us in imagining and building a great and interesting company as well as a company that models excellence in its business and societal mission.
Look for upcoming events.
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