Designations and Licenses

Gilad is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Gilad supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to his current role, Gilad was an intern and client service associate with Mariner.

Gilad holds a BSBA from the University of Colorado Boulder.

Personal Interests

Away from the office, Gilad enjoys spending time outdoors hiking, biking and running. He is a Denver Nuggets fan.