Daniele Ghiotti, CFA, CFP, CIMA, CMA
Managing Director - Wealth Advisor
Daniele leads the wealth advisory activities of the team. He has 11 years of wealth management experience focused on high-net worth families. During his career in the field he was Vice President of Wealth Management at Smith Barney as well as Senior Vice President of Wealth Management at UBS. He has served clients located in four continents. Following his degree in Computer Engineering at Politecnico di Torino, he completed advanced degrees in the field from Ecole Nationale Supérieure des Télécommunications and Université Pierre et Marie Curie in Paris. After a Master in Finance from Solvay Business School in 1998, he obtained an MBA from Northwestern University’s Kellogg Graduate School of Management in 2001. He is a Chartered Financial Analyst, Certified Financial Planner, Certified Financial Manager, Certified Estate Advisor, Certified Investment Management Analyst, Certified Management Accountant. Born in Italy, he lived in 13 countries. He is fluent in French and Italian.
Hunkar Ozyasar, MBA
Hunkar contributes to the team's operations. He has 13 years of Wall Street experience. After a period at the prestigious Salomon Brothers, Hunkar joined Deutsche Bank, where he rose to the prominent position of Global High-Yield Bond Strategist. During his tenure with Deutsche Bank, he launched the Deutsche Bank proprietary High Yield Bond Index and has been quoted in several publications, including "Financial Times" and the "Wall Street Journal." His finance articles have been featured on Nikkei, Japan’s premier financial news service. His book, "When Time Management Fails", is published in 12 countries. He graduated from Bilkent University’s Department of Business Administration in 1995. He also completed the MBA program at Northwestern University’s Kellogg Graduate School of Management in 2000 with a major in Finance. The son of a Turkish diplomat, Hunkar grew up in Turkey, Germany, the UK, and also lived briefly in Thailand. He is fluent in Turkish, German and he is studying Italian.
Jingxi coordinates Vesta's administration. She has experience running the administrative aspects of boutique financial businesses for 5 years, serving both domestic and international clients. Following her bachelor degree in Business Administration, she became an associate for a private investment firm, and contributed to the expansion of their infrastructure. She is bringing her experience to refine and execute internal best practices that improve our availability to serve clients. Her expertise encompasses all administrative functions. Jingxi also serves as our liaison with several service providers.