Our Leadership
Our Team
Meet the exceptional individuals who make Vertex Family Office a leader in wealth management and family office services. Our team brings diverse expertise and a commitment to excellence.
Julia Valentine
Julia brings executive leadership experience from JPMorgan Chase, D.E. Shaw, and Mousse Partners, one of the world's largest family offices. With over 20 years of experience in wealth management and FinTech, she leads Vertex with a vision for innovative solutions tailored to high-net-worth families. Her extensive background includes launching products that generated $70M annually and implementing critical technology solutions for major financial institutions.
Christine Harte
Christine leads strategic initiatives in the alternative investment space with a focus on AIbot arbitrage trading and options strategies. Her responsibilities include identifying efficient capital allocation opportunities, managing risk across asset classes, and leveraging advanced algorithmic systems to generate alpha in volatile markets. She also actively manages options portfolios to hedge risk and enhance returns on our multi-generational family wealth structure.
Lilia Walton
Lilia specializes in wealth management, investment planning, and integrating AI in finance. She leads our AI-powered arbitrage trading project while emphasizing family governance and intergenerational wealth succession.
Michael Laido
Michael brings financial expertise to ensure Vertex's operations are efficient and transparent.
Phoebe Van Tran
Phoebe leverages her experience to deliver exceptional family office solutions for high-net-worth clients.
Grace Cassab
Grace provides strategic guidance on wealth preservation and complex financial structures.
Mike Blogna
Mike specializes in alternative investments and portfolio diversification strategies.
Caitlin Panasci
Caitlin brings expertise in estate planning and intergenerational wealth transfer.
Jenny Trang Nguyen
Jenny focuses on tax optimization and international wealth management solutions.
Brinkley Skye
Brinkley brings innovative approaches to family governance and succession planning.
Holly Nelson
Holly specializes in risk management and wealth preservation strategies.
Genevieve Walton
Genevieve oversees client relationships and ensures the delivery of comprehensive family office services.
Areas of Specialization
Our team of dedicated professionals brings diverse expertise to address all aspects of family office management.
Investment Strategy
Crafting sophisticated investment strategies tailored to preserve and grow family wealth across generations.
Private Banking
Customized banking solutions with expertise in structured lending and comprehensive financial management.
Risk Management
Comprehensive risk assessment and mitigation through sophisticated modeling and portfolio stress testing.
Family Governance
Establishing governance structures that preserve both wealth and family harmony across generations.
Estate Planning
Comprehensive estate planning services to ensure wealth transitions smoothly across generations.
Tax Strategy
Complex tax planning for high net worth families with domestic and international holdings.
Cybersecurity
Industry-leading security protocols and comprehensive solutions to protect family assets and information.
Philanthropic Advisory
Strategic guidance on charitable giving and impactful philanthropy aligned with family values.