Satovsky Asset Management LLC

Christine Lucero is a CFP® professional with four years of experience at Satovsky Asset Management LLC in New York, NY. She has been with the firm since 2013, which operates as a team of five advisors. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in regulatory assets and emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for alternative investments when appropriate.

Avi Berg is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op, both volunteer roles. He also acts as an outside advisor to Quantum Farma, a private company. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and uses a range of investment strategies including low-cost passive approaches and alternative instruments, serving clients through discretionary and non-discretionary mandates.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of experience in the financial industry. He is the principal of Satovsky Asset Management LLC, where he has worked since 2007, and he also has been affiliated with Purshe Kaplan Sterling since 2009. Satovsky is the author of the book "Your Rich Life" and hosts a podcast focused on industry insights. He volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in assets and emphasizes goals-based planning, tax-efficient portfolios, and low-cost, often passive investment strategies, while maintaining flexibility to include structured notes, private placements, and third-party managers.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Satovsky Asset Management since 2015. Satovsky Asset Management provides wealth management, financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes goals-based planning, tax-efficient portfolio construction, and low-cost, often passive investment strategies with flexibility for structured notes, private placements, and third-party managers.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and a total of 14 years in the financial industry, including prior roles at Lenox Wealth Advisors and Mariner Wealth Advisors. He is based in New York, NY, and is part of a five-advisor team at Satovsky Asset Management. Satovsky Asset Management provides wealth management, holistic financial planning, and investment advisory services to individuals, families, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $844 million in assets and employs a goals-based, tax-efficient investment approach with a preference for low-cost, often passive strategies while retaining flexibility for alternative investments and customized solutions.