Aurelius Family Office, LLC

Gregory Barishian is a CFP® professional with seven years of industry experience. He has worked at Aurelius Family Office, LLC since 2023 and previously held roles at Corrigan Financial, Inc., Children's Friend and Service, LPL Financial LLC, Harkins Wealth Management, and IMT Services Corporation. He serves on the finance committee of The Village Common of RI, a nonprofit supporting aging in place for older adults. Aurelius Family Office provides discretionary wealth management, financial planning, and retirement-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses a tailored investment approach based on modern portfolio theory, factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services.

James Rogers is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Aurelius Family Office, LLC since 2023 and previously was with Accelerated Wealth Advisors LLC from 2020 to 2023. Before entering the financial industry, he served in the U.S. Army from 2016 to 2020. Aurelius Family Office provides discretionary wealth management, portfolio management, comprehensive financial planning, and ERISA/qualified-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm constructs portfolios using modern portfolio theory, factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services.

Jacob Alden is a financial advisor at Aurelius Family Office, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at McLean Asset Management Corporation, Twin Focus Capital Partners, Rockland Trust, Cellinfo, LLC, and operated Wolfeboro Jet Ski Rentals for nine years. Aurelius Family Office provides discretionary wealth management, portfolio management, comprehensive financial planning, and ERISA/qualified-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using modern portfolio theory, factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services.

Mark Witaschek is a financial advisor at Aurelius Family Office, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aurelius since 2021, following a 13-year tenure at McLean Asset Management Corporation. Aurelius Family Office provides discretionary wealth management, comprehensive financial planning, and ERISA/qualified-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm employs a tailored investment approach using modern portfolio theory combined with factor and quantitative analysis, and offers both discretionary and non-discretionary fiduciary services for retirement plans.

Melissa Geracimos is a CFP® and ChFC® with 29 years of industry experience. She is currently with Aurelius Family Office, LLC and has previously worked at Charles Schwab Bank SSB, Charles Schwab, HUB International Investment Services, Inc., Global Retirement Partners, LLC, and Campbell Wealth Management, Inc. Aurelius Family Office provides discretionary wealth management, comprehensive financial planning, and ERISA/qualified-plan consulting to individuals, retirement plans, charitable organizations, and corporations. The firm constructs portfolios using modern portfolio theory combined with factor and quantitative analysis, employing a range of investment vehicles and offering both discretionary and non-discretionary fiduciary services.