Robert Len has dedicated his career to helping clients clarify what is important to them; design a path to realizing those goals; and execute a plan for achieving financial freedom and leading fulfilling lives.A CPA, Bob started his career with Touché Ross and Co. (now Deloitte). After several years there, he joined The Wolf Group — a CPA firm in Northern Virginia — later becoming a partner in 1990. There, he advised clients on a wide array of tax and planning issues. In 1996, Bob and Leonard Wolf formed Wolf Group Capital Advisors, a wealth management firm that helps clients create a decision-making framework for their lives — identifying short- and long-term priorities and organizing their affairs to achieve their dreams. Bob regularly speaks at international organizations and financial institutions about topics including financial planning, tax planning, retirement planning and investment strategies. He holds a master’s degree in taxation from Georgetown University and a bachelor’s degree in commerce from the McIntire School of Commerce at the University of Virginia.
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 asset allocation, portfolio and investment management and financial planning experience to each client relationship. Charles’s specific responsibilities include efficient portfolio construction for the firm’s client base and holistic financial planning across various areas such as retirement, education funding and insurance planning.
As Chief Investment Officer, Charles leads the WGCA Investment Policy Committee and collaborates with other senior members of the team to develop and refine the firm’s overall investment strategy. He holds a master’s degree from Carnegie Mellon University and a bachelor’s degree in psychology and business from the University of Pittsburgh.
Catherine Lee has spent her career developing and executing strategies for companies and organizations focused on finding new pathways to improve performance and achieve growth in rapidly-changing markets. As the COO, she pairs her experience with corporate finance strategy with her commitment to improving efficiency and building effective teams to achieve desired outcomes. Previously, Catherine led strategy and business development in shipping and logistics at Stena, a privately-held Swedish conglomerate. She has also held senior roles in the shipping sector, formerly serving as the chief strategy officer at Höegh Autoliners in Norway and advisor to the CEO at EUKOR, a global shipping company based in Korea. As an M&A banker with Citigroup (formerly Salomon Smith Barney) in London, Catherine advised companies in the technology, telecommunication and industrial sectors across Europe. Before joining Citigroup, she worked at JP Morgan in New York. Catherine holds a Master of International Affairs degree with a specialization in international finance and business from Columbia University, in addition to a bachelor’s degree in international politics and economics from Middlebury College. She has obtained a Leadership Coaching Certificate from Georgetown University.
April Turch has more than 20 years of experience specializing in financial planning and wealth management operations. As the chief compliance officer and portfolio operations manager, she manages and oversees firm-level projects that impact the firm’s success, team performance and overall client experience.
April is responsible for helping the firm scale its operations through its technology, process, systems and people. She oversees the firm’s daily operations, data integrity, quarterly client performance reporting and office administration.
A lifelong learner who continuously seeks to expand and deepen her wealth management skills, April is a member of the Northern Virginia Women’s COO Forum and HIFON, where local and national leaders come together to share experiences and industry best practices.
She holds a bachelor’s degree in finance from George Mason University and an Executive Certificate in Financial Planning from Georgetown University. Additionally, she is licensed in FINRA Series 65 and is a registered Investment Advisor Representative.
Frances manages the day-to-day portfolio activities for clients; assists senior advisors with investments and financial planning; and supports operational and portfolio-related matters. Additionally, during tax season, she serves as the liaison between the firm’s tax division and wealth management clients. Prior to joining the team in October 2012, Frances was a part of the firm’s tax compliance division, where she was involved in tax return preparation and numerous large special interests engagements involving foreign account and foreign asset disclosures. She holds a bachelor’s degree in business administration from Loyola University (Maryland) with a concentration in accounting. She also obtained an Executive Certificate in Financial Planning from Georgetown University. Before joining WGCA, Frances lived and worked as an expat in Shanghai, China for many years. She is fluent in Mandarin Chinese, as well as the Shanghainese dialect.
Kevin is an Associate Financial Planner at Wolf Group Capital Advisors, specializing in holistic financial planning. He is dedicated to supporting and guiding his clients to achieve financial freedom through the development of a comprehensive financial plan and tailored investment management strategy. Kevin is a Certified Financial Planner® and a Chartered Financial Consultant®.
Kevin graduated from the University of Maryland with a degree in economics and also holds an Executive Certificate in Financial Planning from Georgetown University.
Recently authored articles:
The Impact of Politics on Financial Markets
Sean Fitzgerald brings over 10 years of experience in the financial services industry, working in both operations and client service. He works closely with clients on operations-related questions, as well as takes care of client support issues. Sean’s responsibilities include maintaining the data within our portfolio management software; processing money movement; opening and funding new accounts; quarterly performance reporting and general advisor support. He also works directly with our custodians to process client requests and maintain client accounts. His career began at Morgan Stanley in Baltimore, where he served as a trading assistant for the foreign exchange desk. Prior to joining WGCA, he was a client service associate in derivatives clearing and foreign exchange prime brokerage at JP Morgan in New York. There, he covered large institutional clients such as hedge funds, asset management firms, banks and broker-dealers. Sean holds a bachelor’s degree in business administration from Loyola University (Maryland) with a concentration in international business. Additionally, he’s licensed in FINRA Series 65 and is a registered Investment Advisor Representative.
Zuhra Aziz provides client meeting preparation support to financial advisors, as well as monitors client pipeline development and any related client service activities. Additionally, she supports the chief compliance officer with monthly, quarterly and annual reporting. Zuhra has worked in the banking and financial services industry for almost a decade at companies such as Bank of America and Branch Banking & Trust. There, she helped expand the depth and profitability of client relationships by partnering with sales specialists in retail lending, investments and other product areas. Additionally, Zuhra provided high-level administrative support to the company CEO and leadership team, including conference calls, management meeting and special events. She holds an associate’s degree from Ashford University.
Lori Pohlman has over 25 years of experience specializing in marketing/communications. As the marketing communications manager, she oversees firm communication and marketing initiatives for clients, prospective clients, the public, and the press.
Lori is responsible for researching, developing, and implementing messaging and programs that are clear, concise, and meaningful. This includes client news, firm reports, blog posts, website updates, presentations, social media posts, and special events.
Lori received her Bachelor of Science Cum Laude in Corporate Communication (with a minor in Advertising/Public Relations) from The Roy H. Park School of Communications, Ithaca College.