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Our Team

The People Behind
the Platform

Leadership, advisors, and board members building the future of wealth management — one system, one standard.

Leadership & Board

Decades of experience across investment management, compliance, technology, and regulation.

Steven Woods

Steven Woods

Founder & CEO

Steven Woods, Founder and CEO of Stirlingshire Investments, based in New York City, is on a mission to revolutionize the...

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Constantine Gavalas

Constantine Gavalas

Chief Technology Officer

Constantine is a dynamic IT leader with over 20 years of experience in developing, managing, and transforming global tec...

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Mara London

Mara London

Chief Compliance Officer

Solution-Driven Compliance Director with extensive experience advising global leaders, including Revolut, FINRA, Refinit...

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David Lundgren

David Lundgren

Chief Market Strategist

David Lundgren is the Former Director of Technical Research for Wellington Management and a current Board Member of the ...

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Nicole Cox

Nicole Cox

Chief of Staff

Nicole is an accomplished Marketing and Communications leader with over two decades of experience spanning both B2B and ...

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Scott Friedman

Scott Friedman

Board of Directors

Scott brings over 25 years of compliance and operations expertise to Stirlingshire Investments, having been a founding t...

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Ash Kalb

Ash Kalb

Board of Directors

Ash Kalb is the Co-Founder and President of Fulcra Dynamics and Co-Founder of Katalys. He also co-founded HUMAN, a unico...

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Sir Conor Burns

Sir Conor Burns

Advisory Board

Sir Conor Burns brings extensive regulatory and political experience to the Advisory Board. Before his political career ...

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Dr. Andrew White

Dr. Andrew White

Advisory Board

Dr. Andrew White is a passionate explorer of what it means to be a successful leader, with a keen interest in the role o...

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Investment Advisors

Registered professionals serving clients across wealth management, retirement planning, and portfolio construction.

Allan Katz

Allan Katz

VP Investments

Allan Katz is a Vice President of Investments at Stirlingshire, focused on delivering comprehensive wealth management to...

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Andrew Gersbach

Andrew Gersbach

VP Investments

Andrew Gersbach is a Vice President of Investments at Stirlingshire, focused on delivering personalized wealth managemen...

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Craig Herman

Craig Herman

VP Investments

Craig Herman is a Vice President of Investments at Stirlingshire, providing personalized portfolio management and wealth...

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Dan Drahos

Dan Drahos

SVP Investments

Dan Drahos is a Senior Vice President of Investments at Stirlingshire, serving clients with comprehensive wealth managem...

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Daniel Prevett

Daniel Prevett

VP of Investments

Daniel Prevett is a Vice President of Investments at Stirlingshire, providing personalized investment advisory and wealt...

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David Gluckle

David Gluckle

VP Investments

David Gluckle is a Vice President of Investments at Stirlingshire, providing institutional-grade portfolio management an...

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David Lazzaro

David Lazzaro

SVP Investments

David Lazzaro is a Senior Vice President of Investments at Stirlingshire, providing sophisticated investment management ...

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Douglas Shaffer

Douglas Shaffer

VP Investments

Douglas Shaffer is a Vice President of Investments at Stirlingshire, providing comprehensive wealth management and inves...

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Eva Valentine

Eva Valentine

SVP Investments

Eva is a RICP and a CSA with 30 years of experience in wealth management and legacy planning strategies. She prides hers...

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Helen Dao

Helen Dao

SVP of Investments

Helen Dao is a Certified Financial Planner™ (CFP®) with over 18 years of experience helping individuals and small busine...

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James Johnson

James Johnson

VP Recruitment

James Johnson serves as Vice President of Recruitment at Stirlingshire, identifying and onboarding top advisory talent t...

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Jared Goldstine, PhD, RICP

Jared Goldstine, PhD, RICP

VP Investments

Jared holds a doctorate in Cellular and Molecular Pathology from UCLA, where he began his career in health sciences. His...

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Jason Venditti

Jason Venditti

VP Investments

Jason Venditti is a Vice President of Investments at Stirlingshire, focused on personalized wealth management and portfo...

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Jim Webb

Jim Webb

VP Investments, CFP

Jim is a 45+ year seasoned financial service veteran, beginning his career in 1979 at Merrill Lynch. He spent 10 years f...

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Kate Phan

Kate Phan

VP Investments

Kate Phan is a Vice President of Investments at Stirlingshire, focused on helping clients navigate complex financial lan...

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Kevin Meyer

Kevin Meyer

VP Investments

Kevin Meyer is a Vice President of Investments at Stirlingshire, serving clients with tailored wealth management and por...

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Kyle Cronan

Kyle Cronan

SVP Investments

Kyle is a speaker, coach, author, and educator specializing in Wealth Management, Small Business Planning, Legacy Planni...

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Mark Alarie

Mark Alarie

VP Investments

Mark has been a licensed Financial Advisor and Fiduciary in Orlando, FL for 9 years. He is dedicated to helping clients ...

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Matthew Greene

Matthew Greene

VP Investments

Matt holds an MBA from Brenau University in Business Management and Accounting and a Bachelor of Arts in Journalism from...

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Michael Collesano

Michael Collesano

VP Investments

Michael Collesano is a Vice President of Investments at Stirlingshire, focused on delivering institutional-grade portfol...

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Robert Troyano

Robert Troyano

SVP Investments

Robert Troyano is a Senior Vice President of Investments at Stirlingshire, serving high-net-worth clients with instituti...

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Thomas Munker

Thomas Munker

SVP Investments

Thomas Munker is a Senior Vice President of Investments at Stirlingshire, providing sophisticated investment management ...

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Tracy Schaff

Tracy Schaff

SVP Investments

Upon completion of his MBA in personal financial planning in 2006, Tracy entered the industry as a life insurance agent ...

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Interested in joining our team?

We are always looking for exceptional professionals who share our commitment to transparency and client outcomes.

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