Our Team
our leadership member
Meet Our Team of Experts
Our core principle was to invest in people, communities, and the success of our clients
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Contact With Us!
1099 White Horse Road, Voorhees, NJ, 08043, USA
Call us: 1(862) 208-2730
Send mail: [email protected]
Mon – Sat: 8.00am – 18.00pm / Holiday : Closed
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Biography
James ensures that Vantage adheres to all regulatory and compliance standards, safeguarding the firm’s integrity and client trust. With over 12 years of experience in financial compliance, he plays a key role in managing risk and ensuring ethical business practices.
Work History
- Compliance Officer, Vantage Investment Firm (2019–Present)
- Compliance Manager, HSBC (2014–2019)
- Compliance Analyst, Citibank (2011–2014)
Education
- JD, Corporate Law – Georgetown University Law Center
- BA, Political Science – University of Michigan
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Sarah Johnson
Director of Financial Planning
Phone Number: (234) 109-6666
Email Address: [email protected]
Biography
Sarah specializes in comprehensive financial planning, including retirement, estate, and tax strategies. She has over 12 years of experience helping individuals and families achieve their long-term financial goals. Sarah is a Certified Financial Planner (CFP) and is known for her personalized, client-centered approach.
Work History
- Director of Financial Planning, Vantage Investment Firm (2016–Present)
- Senior Financial Planner, Fidelity Investments (2010–2016)
- Associate Planner, Charles Schwab (2008–2010)
Education
- Certified Financial Planner (CFP)
- BS, Personal Financial Planning – Texas Tech University
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Biography
Michael is responsible for overseeing investment strategy and portfolio management at Vantage. With over 15 years of experience in asset management, he brings expertise in equities, fixed income, and alternative investments. Michael’s innovative approach to risk management has helped clients navigate volatile markets successfully.
Work History
- Chief Investment Officer, Vantage Investment Firm (2018–Present)
- Portfolio Manager, BlackRock (2012–2018)
- Investment Analyst, JP Morgan (2007–2012)
Education
- MS, Finance – London School of Economics
- BS, Financial Economics – Columbia University
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Biography
Beth leads the team at Vantage Investment Firm with over 20 years of experience in investment management and financial advisory services. She has a deep understanding of global markets and specializes in creating long-term, sustainable strategies for high-net-worth clients.
Beth holds an MBA in Finance from the University of Chicago Booth School of Business and has worked with top-tier financial firms, developing a strong reputation for integrity and client success.
Achievement
- Managing Director, Vantage Investment Firm (2015–Present)
- Senior Portfolio Manager, Global Wealth Advisory (2008–2015)
- Financial Analyst, Goldman Sachs (2003–2008)
Education
- MBA, Finance – University of Chicago Booth School of Business
- BA, Economics – Yale University
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Biography
Emily is the primary point of contact for clients at Vantage, ensuring seamless communication and support throughout their financial journey. She has over 10 years of experience in client services within the financial sector, focusing on building long-lasting relationships through trust and transparency.
Work History
- Head of Client Relations, Vantage Investment Firm (2018–Present)
- Senior Client Manager, Wells Fargo Advisors (2012–2018)
- Client Service Associate, Merrill Lynch (2009–2012)
Education
- BA, Business Administration – University of Southern California
business association of the region. Mr. Fahmy served as Deputy Director of the Egyptian Center for Economic Studies and serves on the board of a variety of private enterprises. He is duly recognized for his prominent contribution to important advances in Egypt’s business environment.
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Biography
David brings more than 14 years of experience in investment advisory services. He works closely with clients to develop customized investment strategies, focusing on portfolio diversification and risk mitigation. David has a proven track record of delivering results for both individual and institutional investors.
Work History
- Senior Investment Advisor, Vantage Investment Firm (2017–Present)
- Investment Advisor, Morgan Stanley (2010–2017)
- Associate Analyst, Citigroup (2006–2010)
Education
- MBA, Investment Management – Wharton School of the University of Pennsylvania
- BS, Finance – University of California, Berkeley
