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Private Wealth Advisors

The Parness Team

The Parness Team provides insights and solutions to clients with institutional wealth who are in a moment of evolution. This focus is dual faceted. As a former private equity investor, Amanda Parness has deep experience with companies on the transaction path, and the founders, owners and executives who experience significant liquidity events as a result. In addition, she has particular expertise in working with women who are experiencing independent wealth for the first time.

Our Client-First Approach

The Parness Team. A broad institutional investment and portfolio management background. A deep understanding of “the transaction.” A holistic, planning-led process. A desire to serve only a select few who are open to being partners in success. 

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