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Meet our Team

Wealth management involves more than investment expertise alone— it requires critical thinking and the ability to ask questions whose answers lead to the results that fulfill your specific goals. That’s why every member of our team is poised to handle a variety of complex wealth management issues.

Robert Len, CPA Thumbnail

Robert Len, CPA

Bob is dedicated to helping clients clarify what is important to them, designing a path to realize their goals, and executing a plan for achieving financial freedom and leading a fulfilling life...

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Charles Verruggio

With more than 15 years of experience in the financial services industry, Charles Verruggio works with high-net-worth clients regarding investment and financial planning matters, bringing a robust blend of...

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Catherine Lee Thumbnail

Catherine Lee

Catherine Lee has spent her career developing and executing strategies for companies and organizations focused on...

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April Turch Thumbnail

April Turch

April Turch has more than 20 years of experience specializing in financial planning and wealth management operations...

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Kevin Ostergaard, CFP®, CIMA® Thumbnail

Kevin Ostergaard, CFP®, CIMA®

Kevin is committed to helping families and individuals navigate the complexities of financial and life planning to achieve fulfillment. For nearly a decade...

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Cesar Ortega Thumbnail

Cesar Ortega

Cesar is a leading member of the WGCA Investment Policy Committee, where his primary responsibilities include...

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Dylan Farnella, CRPC™ Thumbnail

Dylan Farnella, CRPC™

Dylan Farnella is an Associate Financial Advisor at Wolf Group Capital Advisors. In his role, Dylan works closely with the financial planning team to provide solutions for existing and potential clients...

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Sean Fitzgerald Thumbnail

Sean Fitzgerald

Sean Fitzgerald brings over 10 years of experience in the financial services industry, working in both operations and client service. ..

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Harveen Bhathal  Thumbnail

Harveen Bhathal

Harveen is a Client Service & Operations Associate at Wolf Group Capital Advisors. Her main responsibilities include portfolio data management, client onboarding, quarterly performance reporting, and providing support to both our clients and advisors.

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Diane Cammas

Diane has spent her career dedicated to organizational development, including business strategy and management, workforce planning, recruiting, talent development, and risk management...

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Marina Abel Thumbnail

Marina Abel

Marina Abel is the Office Administrator at Wolf Group Capital Advisors. In her role, Marina supports and assists the team across all functions including client service, operations, and compliance. Marina also provides support to WGCA’s digital marketing and branding efforts.

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