Client Advisory Team
About
The Client Advisory Team at Y TREE specializes in delivering personalized financial guidance and support to clients. Leveraging a mix of data analysis, industry expertise, and technological tools, the team ensures clients receive tailored insights that enhance their financial decision-making and overall experience. They play a crucial role in onboarding new clients, managing client relationships, and continuously optimizing financial portfolios to align with individual goals.
Team members
Alameen Rahman
Portfolio And Client Analyst
Alex Rich FPFS
Client Adviser
Angelina Borodikhina
Client Analyst
Bogac Erduran
Client Associate
Chris Davies
Client Adviser
Chris Swakeen
Client Adviser
Cyrus Dailami
Head Of New Client Relationshi...
David Mair, CFA
Client Adviser
Jake Wood
Head of Client Service
Joshua Henry
Portfolio And Client Analyst
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