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...
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...
Catherine Lee
Catherine Lee has spent her career developing and executing strategies for companies and organizations focused on...
April Turch
April Turch has more than 20 years of experience specializing in financial planning and wealth management operations...
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...
Cesar Ortega
Cesar is a leading member of the WGCA Investment Policy Committee, where his primary responsibilities include...
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...
Sean Fitzgerald
Sean Fitzgerald brings over 10 years of experience in the financial services industry, working in both operations and client service. ..
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.
Diane Cammas
Diane has spent her career dedicated to organizational development, including business strategy and management, workforce planning, recruiting, talent development, and risk management...
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.