A.G.P./Alliance Global Partners | Investment Banking | Wealth Management | Icebreaker

A.G.P./Alliance Global Partners | Investment Banking | Wealth Management | Icebreaker

Members

Mitchell Ostrovsky

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Equity Research Associate at Wells Fargo

Cassandra Licata

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Passionate, strong-willed, and fiercely dedicated to the client experience.

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Founder | Forbes 30 u 30 | Investor | Cancer Warrior | Co-Founder & Board of Directors of Edge & Node, The Graph | Former CEO | Prev Bank of America & Barclays | Featured in TechCrunch, Forbes, Bloomberg, Fortune & CNBC

Raghuram Selvaraju, PhD, MBA

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Managing Director, Healthcare Equity Research

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Started off making computer games on "Video Game Tycoon" in 5th grade. Burned those to CDs and sold them on the school bus, including a complimentary five-stick pack of gum to incentivize classmates. Spun that out into solely selling packs of gum (at a nice margin, for a 10-year old). Upgraded from CD's to iPhone apps during Freshman year of high school (portfolio includes a game, a charity-based app, and a Michigan Fan App - Go Blue!). Elevated to Crypto Core Capital Investments, a small-scale investment fund formed and managed during my time at the University of Michigan throughout the 2017 bull run (and of course, the aftermath). Found my footing at Security Token Advisors where I provide comprehensive #tokenization research and advisory solutions to the greater capital markets, including clients and prospects in the asset management, private equity, private credit, commercial banking, ETF & Mutual Fund, and infrastructure segments. With the security token industry market cap just over $18 billion and illiquid private assets valued in the trillions, we have quite a wide gap to close. Message me to chat about any opportunities here.

Sanjiv Saste, CFP®

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Do you wonder what it will take to retire with your lifestyle? Do you have a financial strategy to meet your goals? Do you really know what happens to your hard earned money when you invest in the financial markets? I once asked those same questions and didn't know the answers even though I considered myself to be financially astute. Therefore, as I searched for the answers, I began a second career to help people who are successful and ask similar questions. My professional background: Started career as an engineer. Founded and exited a highly successful and ethical company focused on technology solutions for the government. Currently I help clients with wealth management. My expertise is in business growth and transition focusing on employee and executive retention through creative deferred compensation solutions. Resourceful, innovative professional with over 25 years General, Operations and Sales Management experience within a broad range of technology companies and products. Held P&L responsibilities. Able to grow business through strategic planning, strong customer relationships and creative presentations to clientele. A Turnaround Champion with proven skills in analysis, management, coordination, negotiation, initiation, observation, conceptualization, and improvement of operations through policies that promote a team-based work atmosphere, superior client services, creative thinking and a positive effect on the corporate bottom line. NMLS # 2534492

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Senior VP Wealth Management / CFP® at A.G.P./Alliance Global Partners

Charles Propper

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Entrepreneur and fintech professional

Chenyan (Olivia) J.

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