REAL PEOPLE. CANDID ADVICE.

Over the course of 20 years, we have perfected our ability to plan, design and execute financial and portfolio solutions in a way that results in the best offer for our clients available. Our firm is comprised of seasoned experts who are committed to providing the best possible client experience. Always personal, candid and reflecting the client’s real needs not a sales goal – that is what you can expect from Team Sugarwood!

Kathrin Raab

FOUNDING PARTNER, CHIEF OPERATING OFFICER AND HEAD OF COMPLIANCE

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Stefan Goetz

MANAGING PARTNER,
HEAD CORPORATE FINANCE,
CO-FOUNDER MITVEST

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Martin Raab, CAIA

FOUNDING PARTNER,
CHARTERED ALTERNATIVE INVESTMENT ANALYST™,
CO-FOUNDER MITVEST

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Lisa Dapolito, CFP

REGIONAL VICE PRESIDENT,
NEW YORK STATE
CERTIFIED FINANCIAL PLANNER™

[More about Lisa]

 

 

Brendan Todd

REGIONAL VICE PRESIDENT,
U.S. CLIENTS REPRESENTATIVE
GERMANY

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Dr. Ulrich Dilling

AFFILIATED ADVISOR,
MEMBER OF THE MITVEST ADVISORY BOARD

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Caroline Blaser

AFFILIATED ADVISOR,
MEMBER OF THE MITVEST ADVISORY BOARD

[More about Caroline]

Ludwig Fischer

AFFILIATED ADVISOR,
MEMBER OF THE MITVEST ADVISORY BOARD

[More about Ludwig]

Please note: The Affiliated Advisors (Members of the MitVest Advisory Board) are not Registered Investment Advisors or otherwise regulatory bound or contractually associated as employees, directors or similar functions with MitVest or Sugarwood Financial Partners LLC (The Company). Non of them is legally representing the Company and none of them shall held liable for claims against the Company.