The BRAVE Way
BRAVE Family Advisors is an independent investment advisory firm with deep expertise gained from the partners’ years of working on Wall Street. While focusing our time and attention on managing your assets, we also strive to get to know you in a deeply personal way. In this way we seek to ensure that all aspects of your financial well-being receive the attention they deserve.
A selective approach to investing informed by over 150 years of Wall Street experience.
BRAVE PEOPLE
Brett Haire
“It ultimately comes down to the simple question, ‘Am I okay?’ Everybody wants to know the answer to that.”
Dave Bunting
“I like to think that what we’re doing right for our clients is serving as a reliable source of advice and counsel in the financial management of their lives.”
Scott Morrison
“We’re not just a portfolio management firm. We’re also a financial quarterback, and we think that’s a real advantage.”
Jamie Haire
“I am excited to be joining such a dynamic winning team of professionals who are focused on helping families address the financial pressures of success.”
Suzie Montero
“Having the confidence to tell the investor, ‘Don’t worry. We’ll be able to help you.’ – that to me is always key.”
Yiorgos Georgeson
“I am excited to be working with such an experienced team that genuinely cares about the financial well-being of each client.”
Peter Van Alstyne
Pete started working with BRAVE Family Advisors in 2020 with a primary focus on business development.