The Team

Our Advisors

Demetrios Paraskevopoulos

Demetrios Paraskevopoulos

Private Wealth Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

Long Island University, C.W. Post Campus, B.S. Finance

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Our Staff

Krishna R. Kamath

Krishna R. Kamath

Investment Specialist

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Qualifications

  • Bachelors in Accounting-Bangalore University, India
  • Institute of Chartered Accountants of India-Intermediate Level
  • Market Maker for Baliga Investments- Managed order tickets on the floor of the Bombay Stock Exchange for over 4000 clients.
  • Series 7 Licensed

Roles & Responsibilities

  • Conduct comprehensive portfolio evaluation and provide insight on upcoming trends. Evaluate the balance of risk and reward and ensure it is in line with clients risk tolerance and goals.