Investment Performance – 2022 Recap.

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About the Authors

Emily Levine

Emily Levine

Emily is an experienced investment professional who enhances the client experience by assisting with the optimization and execution of our comprehensive financial planning processes, and effective utilization of innovative technology solutions. Emily ensures that each client experience is pleasant, and adds to a rewarding long-term relationship. She contributes her expertise to the firm’s personalized, holistic planning approach by helping to ensure client’s goals and aspirations are truly understood, and intentions are captured and executed upon—with a …
Andrew Hammond

Andrew Hammond, CFP®

Andrew is a Wealth Advisor at AAF Wealth Management, a Registered Investment Advisor (RIA) Firm whose mission is to provide valuable peace of mind to those who share the awesome responsibility to manage wealth. He provides comprehensive and carefully designed financial plans for individuals & families, nonprofits & foundations, and retirement plan sponsors. …
Carmen Grinkis

Carmen Grinkis, PhD, CLTC, CFP®

Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, specializing in comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. Carmen is a licensed investment adviser and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She also has a PhD in Clinical Psychology and 15 years’ experience as a practicing psychologist. This perspective benefits clients because much of financial planning is about life planning. …

Jonathan Bloom, CFP®

Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning. …
Kevin Hodson

Kevin P. Hodson

Kevin is a Wealth Advisor at AAF Wealth Management, providing comprehensive solutions for high-net-worth individuals, as well as for-profit and not-for-profit organizations. Kevin’s expertise strengthens each client’s financial situation by delivering a full range of solutions, identified based on need and uncovered through on-going consultative meetings and interactions. These solutions include personal financial planning, investment management, tax advisory, insurance, estate & philanthropic planning, and business succession planning. …