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
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.
Michael Israel CFP®, Managing Partner
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.
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.
Josh Joffe CFP®, MBA, Managing Director, Head 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 from Brandeis University where he was a Brandeis Presidential Scholar.
Daniel Kimeldorf CFA® CFP®, Senior Wealth Advisor
As a Senior Wealth Advisor, Daniel follows his passions of working with individuals and families and helping them build the path toward their financial goals. Having attained his CFA charter holder and CERTIFIED FINANCIAL PLANNER™ certifications, he developed a depth of knowledge and a deep-rooted commitment to helping clients in all areas of wealth planning.
Daniel has worked in the industry for about ten years, most recently as an Associate Managing Advisor at Altfest Personal Wealth Management. Prior to Altfest, Daniel worked in Portfolio Management at Hall Capital Partners. Daniel received a BA in economics with honors from the University of Chicago.
Amy Brackett CFA® CDFA®, Senior Wealth Advisor
Amy works with individuals, families, and non-profits to manage their investments and help clients build a path towards their financial goals. She has a deep-rooted commitment to helping clients in all areas of wealth planning including investment management, employee benefits, insurance coverage, cash management, and estate and tax planning.
Amy has worked in the financial industry for twenty years, most recently as a Senior Advisor at Klingenstein Fields Advisors (and before that at Solaris Advisors, which was acquired by Klingenstein Fields Advisors). Prior to joining Solaris Advisors in 2007, Amy spent several years as a Research Associate at TIAA-CREF and as an Investment Banking Analyst at CIBC World Markets. Amy received a BSBA from Washington University in St. Louis, where she graduated magna cum laude. Amy is a CFA charterholder and holds the Certified Divorce Financial Analyst certification.
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.
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.
Tovi Saia, Director, Relationship Coordinator
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, Relationship Coordinator, Tovi contributes to the development and implementation of organized strategies, policies and practices. She ensures that the company’s day to day activities run smoothly and help set parameters to judge how efficiently and effectively the organization is operating.
John Tevnan, Business Solutions Manager/Wealth Advisor
As Business Solutions Manager for Revolve Wealth Partners, John oversees and develops key business relationships and helps local businesses and business owners identify opportunities for growth. These services include, but are not limited to, Restricted Stock, Incentive Stock Options (ISO), Non-Qualified Stock Option (NQSO), Warrants, Employee Stock Purchase Plan (ESPP), Employee Stock Ownership Plan (ESOP), Defined Contribution Plans (401k, 403B, SEP, Profit Sharing, or SIMPLE plan), and Defined Benefit Plans (Cash Balance Plan, Money Purchase Plan). John also looks at ways to retain and recruit top talent for businesses, as well as helps owners maximize their savings. Prior to joining Revolve Wealth Partners, John was a Sales Consultant at John Hancock Retirement Plan Services located in Boston, MA. John received his bachelor’s degree in Finance from Bryant University.
Megan Grusczynski, Financial Planning Specialist
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.
Jennifer Baelis, Compliance & Human Resources Associate
Jennifer has extensive financial industry experience, having worked in both the client services and compliance departments of several different firms. She assists with the implementation and testing of internal policies and procedures to help ensure the firm is operating in accordance with current industry regulations. Jennifer also facilitates HR functions such as employee relations, payroll and benefits.
Jake Steinberg, Wealth Advisor
Jake recently graduated from the University of Maryland with a degree in Finance. As our Analyst, Jake collects, monitors, and analyzes data in order to recommend the most efficient and valuable action plan for Revolve and its clients. Furthermore, he works closely alongside our investment team to help track financial results through analysis of financial markets, forecasts, and trends. Jake is responsible for maintaining up-to-date knowledge of financial instruments, market conditions, and Revolve’s technological platforms.
