About Us

"I have had the pleasure of working with Béla in a senior capacity since 2017.  It is no exaggeration to say that Béla has been crucial to any success this division has seen. Her enthusiasm and appropriate attention to detail are without equal. I have found Béla to be diligent, forthright, hardworking, and consistently pleasant… yet tenacious when she needed to be in order to ensure she provided the level of service our clients expect. She has never shied away from an assignment and has exhibited a high degree of resourcefulness in marshalling whatever resources were necessary in order to accomplish a goal.  I have heard nothing but positive comments about the level of service she has provided and professional knowledge she has exhibited. She is not only reliable, she is trustworthy. She can see through complex problems and resolve them while nurturing relationships with colleagues and clients alike. In short, Béla is a consummate professional."

Alex P, Vice President and Division Manager 

"Aside from the usual skills you would expect from a Financial Advisor and Director of Béla’s

caliber with her credentials and experience, Béla brings a special talent to managing the operations and client service teams: creativity. The financial services industry is evolving rapidly, and it takes a very special person at the helm to be able to adapt to the changing tide with grace, and I have seen Béla do it time and time again. As a woman of color herself, Béla is extremely thoughtful about inclusivity and diversity in the workplace. She works hard to make sure all staff members of every race, gender, ethnicity, and class feel heard and safe and that the company is complying with all Diversity and Inclusion efforts at every level. I have learned from Béla that it’s all about the little things when it comes to happy, fulfilling relationships between employers and employees and advisors and clients. Béla’s leadership and breadth of experiential knowledge is unmatched in our organization. With a few decades of work in his highly-regulated industry, it seems second nature for Béla to identify and address compliance-related issues. She is a very openhearted advocate for all of our staff, and has even worked to bring in a workplace culture and climate mediator when needed to resolve, rebuild and heal conflict in a safe, thoughtful and documented way."

 Leo F., Director of Investor Services 

"When Béla joined the team, she walked into the business equivalent of a tornado—a company in the midst of a name and business overhaul, a fractured staff, and an operations department that had been without management for months. She jumped right into the fray and turned everything around. She used her expertise to assist with the company changes and business pivot, and what she didn’t know, she learned quickly. She took the fractured staff and created a welcoming, hospitable, cohesive environment that led to a unified group. In short, Béla  assessed all facets of the operations department and got it back on track in record time.

Béla also has a high level of customer service and dedication. She took the customer service team, which had been floundering without consistent leadership, and trained them to provide an exceptional level of service. Within weeks, our clients reported a much higher level of satisfaction with our team and with the care they received. Her positive attitude and can-do spirit are infectious and spread through the organization to create a more pleasant environment for the staff and our clients. There is no problem too big for Béla to tackle.

Your team will highly benefit from her expertise, her hard work, and her sound judgment."

 Erin S., Founder