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Pactolus | Wealth Management Multi-Family Office Pactolus, a dedicated multifamily office, serves a select circle of families with a comprehensive suite of services—including non-correlated investments, wealth management, and family office support—aiming to empower families with tailored solutions to navigate the complexities of wealth management
DAVID - Pactolus David Chandik serves as an Associate on the Investment Team at Pactolus His primary responsibilities include managing investment origination, due diligence, asset allocation research, manager selection, portfolio construction, valuation analysis, and oversight
CIERRA | Pactolus Cierra Telleen serves as a Junior Analyst on the Client Services Team at Pactolus She is dedicated to creating outstanding client experiences by ensuring prompt and effective service
PHILOSOPHY - Pactolus Discover how Pactolus partners with high-net-worth families to offer personalized, transparent wealth management Our approach blends global expertise with a deep understanding of your unique needs, ensuring your legacy is preserved and your goals are met
ALAN - Pactolus Alan Harter is the Founder and CEO of Pactolus, a distinguished platform dedicated to knowledge-sharing and bespoke solutions tailored for discerning entrepreneurs and their high-net-worth families
OUR TEAM - Pactolus Welcome to our core; discover the people powering your success
NARGES - Pactolus Narges Zamani is the Chief Investment Officer and Chief Risk Officer at Pactolus, where she delivers integrated investment management expertise to select family offices
ISABELLA | Pactolus Isabella Di Russa serves as an Analyst on the Client Services Team at Pactolus Her primary responsibilities include coordinating client communications, managing money movements, fulfilling client needs, tracking investments, and facilitating capital calls and distributions
PHILANTHROPY - Pactolus At Pactolus, we believe in the power of merging prosperity with purpose Our client families are dedicated to leveraging their resources to build a philanthropic future