Cyrus Amini, Esq., CFA

Chief Investment Officer

Cyrus leads our investment team and oversees risk management as well. He previously was the Chief Investment Officer for an LA based investment firm for almost a decade. He guides the Investment committee and helps clients with asset allocation, fund selection, and fixed income positioning. Cyrus' quantitative and analytical skills combined with over a decade of experience make him a valuable member of our team. Cyrus also has extensive knowledge in the retirement planning space including 401Ks, and DB plans, etc, 

Cyrus received a B.A. in Economics from the University of Pennsylvania, and a J.D. from Boston College Law School. Cyrus is a Member of the New York State Bar Association, and a CFA Charterholder.

When Cyrus isn't busy solving the World's problems, he is also a devoted husband and father and enjoys rugby and travel. Cyrus calls Charleston, South Carolina home.