Client Services

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.

Matt 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 2022, he was a Mutual Fund Control Analyst II at SEI Investments Company. Matt graduated with a Bachelor of Science in Finance and minor in Accounting from the University of Connecticut. In his free time, he can be found exercising, cooking and is an avid sports fan.

Nakeisha supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2022, she was an Associate Project Planner at RWS Life Science. Nakeisha earned a Master of Science degree from Post University and a BA degree from the University of Connecticut. In her free time, she enjoys cooking, traveling, visiting the beach and spending time with family.

Taylor supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2022, Taylor was a Quality Assurance Coordinator with OSF HealthCare. She earned a Bachelor of Science in Community Health with a concentration in Health Administration from the University of Illinois at Urbana-Champaign and is currently working toward the Certified Financial Planner (CFP®) designation. Outside of work, you’ll find Taylor spending time with family, listening to a podcast, going on a walk, or reading.