Meet the team members

Digital Wealth Partner (DWS) is a pioneering Registered Investment Advisor (RIA) that specializes in digital assets and alternative investments, catering to Family Offices, High Net Worth Individuals (HNWI), and other RIAs. Leveraging a hedge fund type model and fee structure, DWS offers a unique blend of expertise in the burgeoning field of digital assets, including cryptocurrencies, blockchain-based assets, and other non-traditional investment opportunities. Our goal is to provide sophisticated, high-return investment strategies that are tailored to the risk tolerance and investment objectives of our discerning clientele.

Mission Statement

To redefine wealth management for the digital age by providing unparalleled expertise in digital assets and alternative investments, delivering customized, high-performance investment solutions to our clients.

Advisors

Director of Wealth Management

Ashley Papa

Ashley values becoming part of the family when she joins a client relationship.

Head of Financial Planning

Tom Teal

After graduating from Virginia Tech with a degree in Electrical Engineering, Tom built a c…

Stefan Griess

Stefan Griess spent twelve years working as an IT Engineer before moving into investment a…

Jose Amaro

Jose Amaro is an Investment Advisor at Digital Wealth Partner, specialising in digital ass…

Josh Tessar

Josh Tessar brings deep knowledge in structured products and alternative investments.

Andrew Carnes

Andrew Carnes is a financial advisor at Digital Wealth Partner, focused on client portfoli…

Jen O'Hara

Jennifer O'Hara is an Investment Advisor at Digital Wealth Partner.

Matt VanBussum

Matt VanBussum specialises in retirement planning and crypto portfolio construction.

Daniela Pernia

Daniela Pernia grew up watching her parents rebuild a life through disciplined investing.

Nick Barnett

Nicholas Barnett is a financial professional at Digital Wealth Partner.

PJ Braccia

PJ Braccia is a financial advisor at Digital Wealth Partner.

Connor McLaughlin

Connor McLaughlin is a financial advisor at Digital Wealth Partner.

Sebastian Jennings

Sebastian Jennings came to be a financial advisor by joining a client-first culture.

Fred Weisbrod

Fred Weisbrod spent the early part of his career as a senior analyst before moving to advi…

Brian Cobb

Brian Cobb is an Investment Advisor at Digital Wealth Partner.

Tim Githens

Tim Githens brings institutional experience to client digital asset strategies.

Joe Slattery

Joe Slattery works as a financial advisor at Digital Wealth Partner.

Aaron Bailey

Aaron Bailey is an Investment Advisor at Digital Wealth Partner.

Ryan Atchley

Ryan grew up in Iowa and moved to Utah for his career in financial services.

Tish Troutman

Tish Troutman is a financial advisor at Digital Wealth Partner.

Tyler Ochs

Tyler Ochs is a financial advisor at Digital Wealth Partner, based in the midwest.

Dax Westlund, CBDA

Dax Westlund is an Investment Advisor at Digital Wealth Partner.

Sam Syed

Sam Syed brings over two decades of wealth management experience.

Leadership

CEO

Max Kahn

Max Kahn is the Chief Executive Officer of Digital Wealth Partner, overseeing strategy and…

Chairman and President

Erin Friez

Erin Friez is the President and Chairman of Digital Wealth Partner, a SEC-registered inves…

Director of Fund Operations

Anthony Dixon

Anthony Dixon serves as Director of Fund Operations, managing institutional client portfol…

Head of Operations

Ted Bean

Ted Bean's role at Digital Wealth Partner centers around internal processes, compliance in…