Elyxium Wealth LLC

Jeffrey Mortimer is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Elyxium Wealth LLC. He previously spent ten years at BNY Mellon Wealth Management and took a two-year sabbatical before joining Elyxium. Mortimer is also the managing member of Elyxium Family Office, LLC, which provides family office services. Elyxium Wealth offers asset management and comprehensive wealth management to individuals, trusts, retirement plans, and business entities. The firm employs a range of analytical methods and investment strategies, managing a concentrated client base with tailored portfolios that include both public and private investments.

Yale Kofman is a financial advisor at Elyxium Wealth LLC with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Elyxium Wealth in 2024, he worked at BMO Family Office and BNY Mellon Wealth Management. He serves on the board and executive committee of the Japan Society of Northern California, an organization that fosters relationships between Japan and the San Francisco Bay Area. Elyxium Wealth provides asset management and comprehensive wealth management to individuals, trusts, retirement plans, and business entities. The firm offers tailored investment programs that include both public securities and private investments, employing a variety of analytical methods and strategies while conducting regular portfolio monitoring and third-party manager reviews.

Lynne Dorsey is a CFA® charterholder with over 30 years of experience in wealth management. She is currently with Elyxium Wealth LLC, where she has worked since 2024, following roles at BMO Family Office and BNY Mellon Wealth Management. She also serves as a successor co-trustee for an estate, managing settlement matters. Elyxium Wealth LLC provides asset management and comprehensive wealth management services to individuals, trusts, retirement plans, and business entities. The firm offers tailored investment programs that include both public and private securities, employing a range of analytical methods and strategies to meet client goals and risk tolerances.

Mark Bogar is a CFA® charterholder with five years of industry experience. He is currently a financial advisor at Elyxium Wealth LLC and previously worked at Pallas Capital Advisors, LLC and BNY Mellon. Elyxium Wealth provides asset management and comprehensive wealth management services to individuals, trusts, retirement plans, and business entities. The firm offers tailored investment programs that include public and private securities, employs a range of analytical methods, and conducts regular reviews of client portfolios and third-party managers.

Todd Golper is a financial advisor at Elyxium Wealth LLC with one year of industry experience. He holds the CFP® and Series 63 designations and previously worked at BNY Mellon Wealth Management from 2015 to 2024. Golper is also the managing member of Elyxium Family Office, LLC, a family office services firm. Elyxium Wealth provides asset management and comprehensive wealth management services to individuals, trusts, retirement plans, and business entities. The firm offers tailored investment programs that include both public securities and private investments, employing a variety of analytical methods and strategies while conducting regular portfolio monitoring and third-party manager reviews.