Trove Named Winner at Private Asset Management Awards 2025

We are proud to have won the Best Firm Culture award and received a High Commendation for Best Multi-Family Office - Client Service!

Trove Wins Best Concierge/Specialist Service Firm

We are delighted to be named best Concierge/ Specialist Service Firm 2025 by Family Wealth Report Awards!

We Are a Powerful Partner

Our team of smart and savvy individuals is simplifying the complexity in your life by using technology and data-driven solutions specifically tailored to you.

And just like you, we understand that there’s always a deeper story to uncover, which is why we never stop looking for a better way to tell yours.

Amjed Saffarini Chief Executive Officer
Kylie C. Ruschioni, CFP®, AEP® Partner, Head of Delivery
Robin M. Mirianthopoulos, CPA Partner, Head of Solutions & Advisory
James M. Kittler Partner, Head of Partnerships
Michael DeCruze, CPA Partner & Chief Financial Officer
Josh Levine Partner, Family Office
Gregory Re, CPA, MST
Gregory Re, CPA, MST Managing Partner, Tax
Elana Vasi-Smith, CAPI, CPRIA Partner, Head of Lifestyle
Kraig C. Moore, CTFA Senior Director, Onboarding
Ashley E. Paris, CFP® Senior Director, Financial Operations
Angela P. Simmons, CFP® Director, Financial Operations
Kondilia Parissi Director, Relationship Management
John Dos Reis, CPA Partner, Tax
John Diercksen
John Diercksen Senior Manager, Relationship Management
Basia J. Cohen, SPHR, SHRM-SCP Vice President, Human Resources
Patty Esslinger Vice President, Product
Brian McNulty, CFA, MBA Vice President, Finance
Jane Higgins, CPA Director, Finance
Trish Richardson Partner, Marketing
Robert Friedman Advisor, Board Member, M&A Lead
Andrew Nolan Board Member, Family Office Advisor
Lynne Koreman Strategic Advisor

Get confident about tomorrow, right now.

Discover what we can do for you and your financial life.