A historic beige building with decorative architectural details, surrounded by leafless palm trees, under a clear sky.

The Art of
Wealth Management

OUR STORY - PART 1

DTWN’s vision is deeply personal…

The vision developed out of Joe’s 25+ years’ experience at Goldman Sachs, UBS, and Merrill Lynch in which he observed with some dismay the evolution of the private investment and wealth management industry

There was an increasing and persistent sense that something vital was being lost – wealth management became more corporatized and less personal, less creative, and more detached from its original purpose

The uncomfortable feeling was a sense that something vital was being lost – that the new business model neither inspired nor empowered advisors and clients - they were built for institutions…

Outline drawing of a butterfly resting on a flower with petals, set against a dark background.

OUR STORY - PART 2

This discomfort with the status quo - and the sense of loss of the personal and creative - planted the seeds for DTWN

The inspiration for DTWN came during a walk with a client through New York City’s SoHo neighborhood

That walk catalyzed Joe to create a company where advisors would thrive as entrepreneurs and artists and where clients would experience wealth management as a deeply personal and artistic endeavor

A close-up image of a butterfly resting on a plant with leaves.

We take your life personally

An Alternative to Corporatized Advice

Executive Team

A man with short dark hair, light skin, and a friendly smile, wearing a light blue blazer over a white shirt, posing against a dark background.

Joe Cefalu, CIMA®

Managing Partner

Professional woman with long dark hair, wearing a black blazer and white blouse, smiling in front of a cityscape background.

Kathy Cefalu

Chief Administration Officer

A young man in a navy blue suit and light blue tie, smiling in front of a bright, glass building.

Peter Jiang, CFA®

Chief Investment Officer

A man with dark, curly hair and a beard, dressed in a black suit and white shirt, smiling in front of a white background.

Tommy Cefalu

Vice President of Brand Innovation & Business Growth

Black and white portrait of a woman with long dark hair, wearing a blazer, smiling at the camera.

Laura Shehab

Director of Marketing & Communications