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Greg Blake is a Partner at Triton Point Partners.  Greg advises affluent individuals, families, and charitable organizations with comprehensive financial planning and investment management.  He collaborates closely with clients’ tax and legal advisors on a wide range of matters including estate planning, philanthropy, concentrated stock positions, and the sale of closely-held businesses.    With nearly […]

Will Sterling is a Partner at TritonPoint Partners and serves as President and Chief Executive Officer of TritonPoint Capital, as well as Chief Investment Officer of TritonPoint Wealth.. He provides enterprise-level investment leadership, driving in house investment solutions, externally managed public and private markets, and manager due diligence. In addition to his firmwide responsibilities, Will […]

Deatra Vailes is a Partner at TritonPoint Partners, LLC and is responsible for driving operational excellence and innovation throughout the firm. Specific focuses include technology and systems, operational risk management, investment/performance analytics & reporting, and other non-investment related business operations such as human resources, finance, vendor relations, and project management. Prior to TritonPoint, Deatra was […]

Andrew is a Partner of TritonPoint Wealth. With decades of experience, his focus remains on his clients, where he assists them with complex estate and investment situations. Andrew’s goal is to help his clients achieve the best possible outcomes for future generations. He is also the leading voice of TritonPoint Wealth in its charitable endeavors. […]

Ciarra Bays is a Operations Manager at TritonPoint Wealth, where she collaborates closely with advisors to foster client relationships, develop financial plans, and provide portfolio management for high net worth and ultra-high net worth individuals, families, and organizations. With a comprehensive approach, she ensures a seamless client experience from inception to execution, managing operational aspects […]

Victor Batista is an accomplished Marketing & Operations  Manager with a passion for delivering exceptional customer experiences and driving business growth. With a Bachelor’s degree in Business Management & Leadership, Victor brings a unique blend of strategic insight and operational expertise to his role. His keen understanding of client needs combined with his proactive approach […]