Our Team

Archan Basu: founder of LifeHarbor (now Vestmark) and former Head of Global Portfolio Construction within The Private Bank at JPMorgan

Andrew Barnes: experienced financial advisor at Bernstein, JPMorgan and Brown Brothers Harriman

William Poulin: former head of product strategy and development at Columbia and Fidelity

Warren Litman: former top quantitative analyst within Bernstein's Wealth Management Group