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- 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 Her role involves overseeing the diligence, negotiation, and execution of private investment opportunities, as well as managing client asset allocation, portfolio management
- 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
- 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 With a keen understanding of their unique needs, Alan's work revolves around empowering these families to effectively manage their wealth and craft
- 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 They actively participate through financial contributions, volunteerism, leadership, and unwavering support for causes that hold a special place in their hearts
- 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
- ANGELA - Pactolus
Angela Perry serves as the Managing Director of Client Relations at Pactolus Her role revolves around enhancing the client experience and expanding the services offered beyond traditional investment advisory
- SUZGO - Pactolus
Suzgo Munthali serves as an Associate in Investment Operations at Pactolus Her primary responsibilities include overseeing key investment, reporting, and compliance actions from planning to completion
- MICHAEL - Pactolus
Michael Gilbert serves as the Junior Investment Analyst on the Investment Team at Pactolus His primary responsibilities include overseeing the client reporting process and managing Pactolus’s use of Addepar, the investment analysis and reporting platform
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