Client Services

Samia is responsible for supporting the operations of the firm’s Institutional OCIO Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2023, Samia was an Associate Banker at JP Morgan Chase. She graduated with a B.A. from The University of Illinois at Chicago. In her spare time, Samia enjoys cycling, reading and crystal art.

Jack supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2023, he worked as a Client Service Analyst with Gresham Partners. Jack earned a BA in Economics from the University of Wisconsin-Madison. In his free time, he enjoys traveling, playing golf, cheering on Wisconsin sports teams and cooking gourmet meals.

Isaias supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2023, Isaias was a Client Associate at Wells Fargo Advisors. He attended National Louis University. Outside of the office, Isaias volunteers at animal shelters and enjoys traveling, working out and dancing.

Alex supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2023, he was a Lead Trade Analyst with Northern Trust. Alex earned a BS degree in Business Administration, emphasizing International Business and Spanish from Saint Louis University. He volunteers at food pantries to support those facing food insecurity and supports local toy drives. In his free time, Alex enjoys spending time outdoors, golfing, going on walks with his dog Bella, traveling, reading and writing.

Stiv supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2023, he was a client advisor with Cambridge Trust Company. Stiv earned a BS degree in Government with a concentration in American Politics from Suffolk University. He is a big Celtics and Patriots fan and when he is not cheering on the Beantown teams, he enjoys traveling, trying new restaurants, hanging out with friends and watching movies.

Hamza supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2022, Hamza was a Client Service Associate at CIG Capital Advisors. He earned a Bachelor of Arts in Finance at Michigan State University. With his free time, you will find Hamza learning about personal finance, history and horology (watchmaking). Additionally, he enjoys motorsports events and all things automotive.