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WHO WE ARE

An Independent Investment Banking, Advisory and Brokerage Firm

As the Nation's Only Disabled & Woman-Owned Financial Service firm we are dedicated to the principles of diversity and inclusion through our financial services.

We are an independent investment banking, advisory and brokerage firm specialized in international and offshore financial services including facilitating international origination and international trade execution.

More about us: Our Story

10+

Years of collective experience in providing strategic consultancy services

85%

Diverse Workforce

What We Do

Our Services

Our diverse set of services, including Global Markets Access, NYSE Floor Access, offshore transaction services and international distribution allows us to be your specialized partner in your financial needs

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Investment Banking

Customized client solutions and personalized services.

Capital Markets

Added value on transactions through research and distribution

Fixed Income

Sales and trading & Debt capital markets

Institutional Equities

Trading services of all financial instruments

Our mission

Your Diverse Partners in Financial Services

The expertise and services of a major Wall Street investment bank delivered with a personalized approach to client needs

The nation’s only disabled and woman-owned financial services firm providing institutional and high net worth investors with expertise

We are a full service broker dealer, investment bank and global wealth manager offering a wide range of financial services.

Trust is paramount in financial consultancy, and our strategy is built on a foundation of integrity and transparency. We uphold the highest ethical standards in our interactions, ensuring that our clients have complete confidence in our recommendations and actions.

MEMBERS

Meet Our Team

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Cynthia Dibartolo, ESQ

Founder & CEO

Gary M. Esayian

Chief Operating Officer, Co-Head Equity Trading

Michael Lindley

Head of Fixed Income

Lily Li

Senior Partner and Senior Managing Director

We offer the most extensive international distribution platform among minority and women owned broker dealers with access to more than 300,000 family offices, high net worth and institutional investors.