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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. […]

Pierre De La Croix-Vaubois is a Relationship Manager at TritonPoint Wealth, and is responsible for developing and deepening client relationships to ensure that all TritonPoint Wealth clients receive the ultimate wealth management experience through regular and meaningful client contact. He holds a Bachelor of Arts in Global Commerce from Denison University, where he graduated in […]

Will Sterling is a Partner and the Chief Investment Officer for TritonPoint Wealth and TritonPoint Partners, and serves as the President and Chief Executive Officer of TritonPoint Capital. 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 […]

Howard Rothman is a Managing Director with TritonPoint Wealth. He serves a select group of entrepreneurs and families primarily in the MD-DC-VA metro region and Florida. Prior to joining TritonPoint Wealth, he garnered 15 years of Wall Street experience as a Private Wealth Advisor at Morgan Stanley, UBS, and JPMorgan. Howard believes private wealth management […]

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 […]

Deatra Vailes is a Partner and serves as Chief Operating Officer for TritonPoint Wealth, 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 […]

Greg Blake is a Partner at Triton Point Wealth.  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 […]

Jake Schoenfeld, CPA is Relationship Manager and Senior Associate at TritonPoint Wealth. Jake’s focuses include financial planning and portfolio management for high net worth and ultra-high net worth individuals, families, and 501c(3) organizations. Jake works with clients to implement a bespoke financial plan and investment portfolio that includes public and private investments in a tax […]

Jonathan Rosner is a Wealth Advisor and Vice President at TritonPoint Wealth. His practice focuses on high-net-worth individuals and families, using a holistic approach to wealth creation and legacy planning. His bespoke approach includes implementing comprehensive investment and financial planning solutions based on his client’s unique goals and objectives. Working with clients to map out […]