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Matthew Sanchez is a CFP® professional who loves helping people use their money as a tool to create the life they actually want — not just someday, but along the way too. With experience spanning wealth management, retirement planning, and comprehensive financial planning, Matthew works closely with individuals and families to simplify complex financial decisions […]

Carlos A. Sanchez, is a CFP® and CDFA® professional who serves as a Partner and Managing Director at TritonPoint Partners, brings a fiduciary-focused approach to helping clients achieve their financial goals. In his role, Carlos creates and customizes tailored investment and planning solutions designed to align with each client’s unique objectives, delivering thoughtful guidance and […]

Julianna Zin serves as a Senior Associate, Relationship Manager at TritonPoint Partners, where she shapes the office’s operational strategy and sets the standard for exceptional client experience. Her career in wealth management has been defined by a dedication to serving high-net-worth individuals and families. She has developed deep expertise in portfolio implementation, account administration, custodial […]

Landon Rozewski serves as an Investment Analyst and Advisor Associate, where he supports the office’s advisory team through investment research, portfolio analysis, and client relationship support. With a background in econometrics and quantitative economics, Landon brings a data-driven approach to evaluating markets, identifying investment opportunities, monitoring chosen managers, and assisting in the development of thoughtful […]

Vicky Jean-Ali is a seasoned professional with over 15 years of experience in client service, client success, and risk management. She builds a distinguished career in managing billion-dollar portfolios, advocating for clients and enterprise risk management. Vicky’s journey began on the front lines of banking, where a commitment to client centered service shaped everything that […]

Eduardo Andrade is a Wealth Advisor at TritonPoint Partners, where he provides financial guidance to high-net-worth individuals, families, and business owners across the United States and internationally. Known for his global perspective and relationship-driven approach, Eduardo helps clients navigate investment strategy, liquidity planning, credit solutions, and long-term wealth architecture with clarity and confidence. Eduardo brings […]

Jonathan’s passion revolves around identifying the challenges of high-net-worth individuals and families while developing customized strategies to address their unique set of circumstances. With a focus on entrepreneurial families, Jonathan takes a hands-on approach to crafting business succession and transition plans, evaluating outside investment opportunities, and establishing tax-aware multi-generational estate plans alongside legal and accounting […]

Rob is a Partner and Wealth Advisor at TritonPoint Partners, where he focuses on helping multigenerational families preserve, grow, and thoughtfully transition wealth. Drawing on his background as a tax attorney, he provides strategic guidance that integrates investment and tax considerations to support long-term family goals. He works closely with his father, Rich, in a […]

Rich is a Partner and Wealth Advisor at TritonPoint Partners, a fiduciary advisor that is obligated to put your interests first. He works closely with his son, Rob, advising multigenerational families, cultivating enduring relationships built on trust, insight, and a nuanced understanding of each family’s unique values, goals, and dynamics. His highly personalized approach ensures […]