Strata was created to consolidate and manage a diversified group of companies operating under its umbrella.

Finance

STRATA Investment Group

STRATA Investment Group's headquarters in Dubai, United Arab Emirates

Kelli Click

Jeff Thompson

Michele Maruri

The Client Services and Relationship Management team at STRATA Investment Group is responsible for ensuring a seamless and positive experience for clients. They manage client interactions, address concerns, and maintain strong relationships across various investment sectors, including precious metals and OPAs. The team aims to foster long-term client satisfaction and loyalty through personalized service and proactive relationship management.

Client Services and Relationship Management

The Leadership Team at STRATA Investment Group is responsible for setting the strategic vision and direction of the organization. This team collaborates to oversee operations, drive growth across the diversified portfolio, enhance client experiences, and ensure effective marketing and communication strategies. By leveraging their collective expertise in finance, technology, and client relations, they aim to optimize performance and foster innovation within the company.

Leadership Team

The Operations and Compliance team at STRATA Investment Group is responsible for ensuring seamless internal processes and adhering to regulatory standards. They manage operational workflows, facilitate client onboarding, update investment portfolios, provide support for operational issues, and oversee compliance to mitigate risks and maintain legal standards.

Operations and Compliance

The Business Development and Client Experience Team at STRATA Investment Group focuses on expanding the company's portfolio by identifying new business opportunities and fostering strong client relationships. This team works collaboratively to enhance the client experience, ensuring satisfaction and retention while driving growth through strategic initiatives and partnerships across various regions.

STRATA Investment Group

Org chart

Teams

Client Services and Relationship Management

Leadership Team

Operations and Compliance

Business Development and Client Experience Team

Offices

STRATA Investment Group

Org chart

Teams

Client Services and Relationship Management

Leadership Team

Operations and Compliance

Business Development and Client Experience Team

Offices

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