Our Team

The people behind the practice.

Advisors, strategists, and specialists who bring decades of experience and a shared belief that wealth management should be personal.

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Tommy Cefalu

Partner

Tommy drives day-to-day client relationships and the firm's creative direction.

He works closely with clients across the creative and cultural industries.

Tommy Cefalu

Partner

Drives day-to-day client relationships and the firm's creative direction.

Laura Shehab

Director of Client Experience

Laura ensures every client relationship reflects the standard the firm holds itself to.

She coordinates across the team to keep every touchpoint seamless.

Laura Shehab

Director of Client Experience

Ensures every client relationship reflects the standard we hold ourselves to.

Peter Jiang, CFA

Chief Investment Officer

Peter came up through Merrill Private Wealth, specializing in complex portfolio construction.

He leads investment strategy across the firm's client base.

Peter Jiang, CFA

Chief Investment Officer

Merrill Private Wealth alum specializing in complex portfolio construction.

Joe Cefalu

Managing Partner & Founder

26 years at Goldman Sachs, UBS, and Merrill Lynch before founding Downtown Wealth Studios.

He built the firm around a simple idea: wealth management should feel personal, not corporatized.

Joe Cefalu

Managing Partner & Founder

26 years at Goldman Sachs, UBS, and Merrill Lynch before founding DTWN.

Kathy Cefalu

Chief Administration Officer

Kathy earned her BA from Brown University and is an IAR, assisting clients with private banking and technology support.

Prior to DTWN, she worked in a similar capacity at Merrill, and began her career as a market researcher and strategist for Leo Burnett and Universal Studios.

Kathy Cefalu

Chief Administration Officer

IAR supporting clients with private banking, technology, and administration.

Work with us

Meet the people behind your plan.

The first conversation is exploratory. No pitch, no presentation, no pressure.

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