Our Team

Meet the People Behind the Advice.

At OAWM, we believe great advice starts with great people. Our team brings together technical expertise, emotional intelligence, and a shared commitment to your success.

Our Team

  • David Lolicato

    David Lolicato

    Director, General Manager

  • David Zweck

    David Zweck

    Director

  • Duncan Wiech

    Duncan Wiech

    Director, Senior Financial Adviser

  • James Jarrett

    James Jarrett

    Director

  • Jawad Ahmad

    Jawad Ahmad

    Director, Senior Financial Adviser
    ● Read More

  • Rowan Fielke

    Rowan Fielke

    Director, Senior Financial Adviser

  • Sean Whelan

    Sean Whelan

    Director

  • Sophie Martin

    Client Service Officer

  • Soumi Deshpande

    Client Service Officer