The Bespoke Team
We’re a collective of independent minds building something new. Different backgrounds, shared conviction.
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Ali Marchand
Senior Client Services & Impact Investment
“We believe the most powerful investments are those that align financial performance with purpose. That’s how capital creates legacy—not just for future generations of wealth, but for the future of the world itself.”
Claire B. Martin
Director of Marketing
“We don’t think alike. We think together.”
Jacob Shapiro
Head of Research
“Integrity runs deep. This is a group whose egos aren’t fueled by ambition, but by a quiet, unwavering commitment to stewarding meaning, lives and wealth in true service to others.”
Tell us about the relationship between your wealth and your dream.
Let’s talk about wealth—differently.
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