ADVISORY TEAM

MANAGED BY JONATHAN STRAUSS

WEIL’s Advisory Team is comprised of a group of highly skilled advisors and planners working as a team to apply their credentials, knowledge, and experience to enrich every aspect of every client’s financial wellbeing.

CLIENT SERVICES TEAM

MANAGED BY CATALINA CHERNY-SANTOS

The Client Services Team consists of procedural experts who together built and faithfully utilize a platform of systems that enables them to anticipate, apply, monitor, and innovate administrative essentials, all resulting in a straightforward and efficient client experience.

MANAGED BY DANNY CUNG

WEIL’s deeply knowledgeable and highly innovative Investment Team collaborates in the research, design, and management of  diverse portfolios of marketable securities, private real estate, venture capital, and private equity, enabling WEIL to provide our clients a total investment experience.

COMPLIANCE & ACCOUNTING/

CONTRACTS & INSURANCE TEAM

This team, comprised of number-loving reconcilers with a particular penchant for dotting “i”s and crossing “t”s, is responsible for all accounting, insurance and contracts associated with the firm. They are also responsible for ensuring that the WEIL team meets and, if possible, exceeds the highest standards of regulatory compliance.

CULTURE & COMMUNICATIONS TEAM

MANAGED BY KIT WELLS

The Culture & Communications Team designs the collateral that messages the business of the firm, both internally and externally, balancing the unchanging fundamentals with the continuously evolving services, products, and culture of the firm.

Every Manager at WEIL is a skilled innovator and uses their talents to continuously improve products and services for their departments, often collaborating with the CEO and each other to ensure the best possible outcomes. The Managers are also responsible for the professional development and personal growth of every member of their team.

Our CEO utilizes the specialized skills and institutional knowledge of the executive team to ensure that WEIL properly evaluates, addresses, and improves the areas in which each of them has particular expertise, in the pursuit, as always, of excellence for our clients and fulfilling careers for our staff.

WEIL’s Corporate Giving Committee directs philanthropic gifts that reflect the values of the staff and express our appreciation for the extended community. Read Corporate Giving's Fiscal Year Report here.