About Us

I started Atlas Meridian Capital because I was the client who needed it.

For years, I worked with major private banks and wirehouses, the firms that are supposed to serve people with complex financial lives. What I experienced was surprisingly unsophisticated. Allocations went unmonitored. My tax situation was an afterthought. My alternative assets, business interests, tangible holdings, existed in a completely separate universe from my investment portfolio. When I needed responsiveness, I got voicemail. When I needed coordination, I got silos.

I was not looking for more products. I was looking for a partner who could see the whole picture, someone who understood that an investment portfolio, a tax strategy, an estate plan, and a collection of tangible assets are not separate conversations.

I also knew that as a founder and business builder, I wanted an advisor who could relate to the decisions I was making, not just the financial mechanics, but the strategic thinking behind building and running companies. Most advisors have never built anything. That gap shows up in every conversation.

And I realized something else: I was not alone. Millions of high-net-worth individuals own art, collectibles, and other tangible assets, and virtually no one incorporates that wealth into a planning context. It sits outside the financial plan, unvalued, underinsured, and disconnected from estate and tax strategy. Having spent decades in the art world, building Artadia, launching Artspace, creating CollectorIQ, I was uniquely positioned to close that gap.

There's one more piece. I founded Artadia because I believe artists are national treasures, people who shape how we see and understand the world. That conviction did not stop at philanthropy. Artists and creative professionals deserve the same caliber of financial guidance as any founder or executive, especially in areas like tax strategy, retirement planning, and wealth building that can feel foreign to a creative career. Most advisors do not understand how artists earn, and most artists do not know how much they are leaving on the table. Atlas Meridian was built to bridge that gap too.

Atlas Meridian exists because the wealth management industry consistently fails the people who need it most: founders, creators, collectors, and business owners whose financial lives are too complex, too creative, and too interconnected for a generic advisory model. I built the firm I wished I'd had, and extended it to the communities I care most about.