Our People Make the Difference

Our multigenerational team has protected and advanced clients’ wealth through many different market cycles and political climates. We take pride in developing long-term client relationships and are focused on continuous improvement. Leading our firm’s practice are seasoned CERTIFIED FINANCIAL PLANNER professionals (CFP®s) who are supported by a full team that is strategically aligned to deliver exceptional service.

Dan Katz CFP®, Managing Partner

Revolve Wealth Partners Managing Partner Dan Katz CFP

Dan, a graduate of the University of Maryland, maintains a focus on risk management for our team. He concentrates on building portfolios designed to seek value in all types of investment markets with an emphasis on allocating assets to create diversified portfolios. In addition to portfolio construction, Dan seeks to uncover opportunities for qualified investors with privately managed accounts, hedge funds and fund of hedge funds, private equity and real estate investments.

Dan lives in New York, NY with his wife Jill and his son Micah.

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Michael Israel CFP®, Managing Partner

Revolve Wealth Partners Managing Partner Michael Israel CFP

Michael, who has been in the financial services industry since 1995, offers financial planning, insurance and lending solutions to our individual and corporate clients. His diligent approach includes fact finding and analyzing our clients’ objectives. He then produces a course of action to enable our clients to pursue their retirement, education funding, borrowing and estate planning goals. Michael will coordinate our team, and if needed, draw in other professionals to help in its implementation.

Michael lives in Tenafly, NJ with his wife Kelly, his daughter Farrah and his son Jack.

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Revolve Wealth Partners COO Logan Trenz

Logan Trenz, COO & CCO

As Chief Operating Officer (COO) and Chief Compliance Officer (CCO) of Revolve Wealth Partners, Logan is responsible for integrating emerging technology platforms with daily operations to ensure that all clients’ assets are fully protected. Logan has extensive experience in wealth management, creating investment programs and retirement plans. Logan develops successful client relationships by providing personalized service for the best possible experience. He drives and implements initiatives for Revolve to deliver wealth plans to clients that are consistent with their goals and objectives while also being compliant with the latest industry standards and regulations.

Logan has been with the team since graduating from the University of Delaware and he lives in Hoboken, NJ with his wife Mollie.

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Revolve Wealth Partners Investments Director, Josh Joffe CFP®

Josh Joffe CFP®, MBA, Director of Investments

Josh is responsible for the development, maintenance and oversight of the strategic investment program for all clients serviced by the team. As a Certified Financial PlannerTM Professional, Josh brings his expertise and passion to help Revolve Wealth Partners’ clients best meet their financial planning goals.

Before joining Revolve Wealth Partners, Josh served as a Managing Advisor at Altfest Personal Wealth Management in New York, NY. Prior to Altfest he was a Senior Associate Portfolio Manager at AllianceBernstein. Josh began his career as an Equities Trader at Chimera Capital.

Josh received his MBA from the Stern School of Business at New York University, where he specialized in Finance, Economics and Financial Instruments and Markets and was a member of the Stern Hedge Fund Association. He received a BA in English and American Literature from Brandeis University where he was a Brandeis Presidential Scholar.

Josh lives in Livingston, NJ with his wife Rachel and two children, Caleb and Livia.

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Revolve Wealth Partners Advisor Kenneth Katz

Kenneth Katz, Advisor

Ken, the most senior member of our team, has been a Financial Advisor since 1977. He focuses on building income-producing bond portfolios that consist of taxable and tax­-exempt debt instruments. His knowledge and past experience in money management and risk aversion help us cater to our high net worth clients. Well-versed in estate planning strategies, Ken often works with client’s trusts and foundations to help address their financial needs. He began his career at Halpert, Oberst & Co. in Millburn, NJ as a municipal bond specialist.

Ken lives in Livingston, NJ with his wife Phyllis. He loves to travel, scuba dive, and spend time with his kids and grandchildren.

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Revolve Wealth Partners Advisor Kenneth Katz
Revolve Wealth Partners Client Associate Gabrielle Fraccola

Gabrielle Fraccola, Client Service Manager

Gabrielle assists our clients with account maintenance, new account opening and daily operations. She has been in the industry for over 20 years working for such companies as Smith Barney and Prudential Securities with a strong background in client service. Her intensive back office experience, coupled with her commitment to client satisfaction, creates a positive and productive client experience.

Gabbi lives in Oakland, NJ with her boyfriend Ronnie and her dogs Sadie and Allie.

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Revolve Wealth Partners Client Associate Gabrielle Fraccola
Revolve Wealth Partners Director of Operations, Tovi Saia

Tovi Saia, Director of Operations

Tovi has 15+ years in client services where she has honed her ability to cultivate relationships, increase productivity, and drive strategic initiatives across several different industries. As the Director of Operations, Tovi will contribute to the development and implementation of organized strategies, policies and practices. She will ensure that the company’s day to day activities run smoothly and help set parameters to judge how efficiently and effectively the organization is operating.

Tovi lives in Tenafly, NJ with her husband, Adam, and their two children, Lyla and Troy. As a family they enjoy keeping active, cooking, and they have started to explore the world of travel.

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Tovi Saia, Director of Operations for Revolve Wealth Partners
Revolve Wealth Partners Relationship Coordinator, Megan Grusczynski

Megan Grusczynski, Relationship Coordinator

Megan comes to Revolve with previous experience in finance, customer service, and research. Her diverse background and unique perspective will allow her to take on a variety of different roles at Revolve and assist other team members in order to provide our clients with the best possible experience.

Megan lives in the Bronx, NY with her boyfriend Andrew and their dog Lucy.

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Megan Grusczynski, Relationship Coordinator

Have a question for our team? Drop us a note.

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