Family Endowment Partners is led by experienced professionals whose diverse backgrounds and track records of achievement enables the firm to offer a full range of wealth and investment management services. They are recognized as trusted advisors by clients and members of the investment community.
Our senior management team is supported by dedicated professionals who bring a range of diverse skills to their client work. Based on a foundation of deep training and collaborative teamwork, they serve the full set of our clients investment and wealth management advisory needs.
- Lee D. Weiss Managing Partner
- Bud Abbott Senior Director
- Allison Charley Chief Compliance Officer
- Trisia Kavka-Coogan Senior Director
- Sheryl Kucer Director, Operations and Reporting
- Steven Lange CFO; CPA, CA (SA)
- Matthew Levy Senior Director
- Daniel Luthern Director
- Justin Wolstenholme Director