Team

My father Gary was a partner at Cowen & Co, an investment firm on Wall Street. He influenced me since my early days and still does at the age of 77. My father taught me about the workings of Wall Street and exposed me to many different...

For more than 25 years, Miklos has been helping individuals, families and small business owners manage and preserve their wealth. With decades of experience, analytical skills, a strategic approach as well as his ability to explain...