WHO WE ARE
Stephen Greco
Working with advisors to provide the best experience possible for their clients and their practice. We are laser focused on each individual and the quality of their experience.
Chief Executive Officer - CEO
Geneva Malagutti
Ensures everything is running smoothly and efficiently across the board, for our advisors in various locations and our clients.
Director of Operations
Sergio De La Torre
Making a difference through his impactful, client relationships.
Financial Advisor in Atlanta
David Tsow
Implementing personalized plans to enhance the lives of our clients.
Financial Advisor in San Diego
Nick OWENS
Committed to ensuring clients financial goals are not only met but exceeded.
Wealth Management Associate
Jessica Torres
Lead coordinator at our headquarters in Chicago, focused on organization and daily operations.
Office manager
CAREER OPPORTUNITIES
JOIN OUR TEAM
At Pandora Wealth,
we want partners, not employees. We have built a leadership culture based on listening and asking for feedback rather than dictating and being closed-minded. We will provide the technology, processes, and procedures necessary for you to be successful. We offer extremely competitive compensation plans along with progressive benefits and leave policies to deliver unparalleled work/life balance.
How we support our advisors
Dedicated Operations Specialist
Personalized Marketing Plan
Legal & Compliance Setup
Payroll & Benefits Coordinator
Dedicated Financial Planning Director
Real Estate Search & Office Setup