The Finance and Investment Operations team at Facet Wealth is responsible for managing and streamlining investment processes, financial analysis, and overall operational efficiency. This team ensures that investment strategies align with clients' financial goals, oversees reporting and compliance, and supports the financial planning functions to deliver optimal solutions for mass affluent households.
Bill Fahrbach
CFO
Breanna Pepper
Investment Operations Speciali...
Darshan Patel
Head , Financial Planning & An...
Eric Masch
Investment Operations Speciali...
Lauren DeMarzo
Director, Finance
Leslie McCullough
Investment Operations Speciali...
Lisa Rapuano
Chief Investment Officer
Michael Viggiano
FP&A Manager
Natalia Madera
Investment Operations Speciali...