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LISTENING | UNDERSTANDING | DELIVERING

The AKD team

The complete AKD team photo

We are a multi-generational financial advisory team entrusted by high and ultra-high net worth clients to attain and maintain their financial goals. 

As their advisory partners, we foster deep, trust-based relationships with our individual and family clients, offer professional guidance, and steer them through the intricate maze of wealth, making the complex world of finance feel accessible. 

We connect the financial dots, craft holistic multi-generational solutions, and co-create portfolio strategies tailored to resonate with their distinct goals, while respecting their risk boundaries and core values.

The AKD team photo 

AKD Leadership team

Stephanie Lynn Ackler
CFA®
President, Managing Partner
Robert Karp
CFP® CRPC® AIF®
CEO, Managing Partner
Vincent Desimone
CFP® CRPC® AIF®
Managing Director, Partner

The AKD team

ANDREW ACKLER BENNETT
Financial Advisor
PATRICIA STRATHEARN
Senior Registered Client Associate​
KELLY-ANN LAZARE
Senior Registered Client Associate​
Michael LEE Ernst
Senior Registered Client Associate​
Sam Chapin
SAM chapin
Client Associate
Ledger
Senior Woof Associate

Our Mission

Our mission is to maximize the financial health and well-being of our valued clients. To achieve this, we show up every day with single-minded determination and passion. As partners we are dedicated to cultivating a thorough understanding of our clients’ unique narratives, dreams, and goals, and de-stress their financial lives.

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