Satovsky Asset Management
Satovsky Asset Management was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio solutions, investor education, and a deep commitment to meaningful relationships. Our hyper-personalized approach brings together financial planning, investment management, and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
111
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- FT
Frank Torrone
Senior Wealth Strategist · Finance & Accounting
EmailPhone - CM
Cade McNaughton
Client Services · Other
EmailPhone - JS
Jonathan Satovsky
Founder & Chief Behavioral Coach · General Business & Management
EmailPhone - SL
Sircia Levitt
Technology & Operations Specialist (Consultant) · Other
EmailPhone - SL
Sherri Lancaster
Client Service Manager · Customer/Client Service
EmailPhone - BK
Benjamin Kinsella
Associate Wealth Strategist · Finance & Accounting
EmailPhone - AJ
Adam Jonah
Engineer & Wealth Strategist · Other
EmailPhone - CL
Christine Lucero
Head of Private Wealth, CCO · Other
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Satovsky Asset Management
8 distinct titles indexed · top 8 shown.
- 2associate wealth strategist
- 1client service manager
- 1client services
- 1engineer & wealth strategist
- 1founder & chief behavioral coach
- 1head of private wealth, cco
- 1senior wealth strategist
- 1technology & operations specialist (consultant)
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