Our Team

Easan Katir

With a thirty-year history across diverse sectors and market conditions, Easan Katir, a fiduciary investment advisor, manages wealth for families, individuals, charities and retirement plans. He has appeared on CNBC and Bloomberg television and co-hosted a syndicated radio talk show "It's Your Money". He has conducted extensive studies and analyses of the markets, and has written about behavioral finance, based on three years of personal mentorship by Ed Seykota. During the '90s he managed an emerging markets fund in London.
In the private equity world Katir capitalized, developed and sold a 240-home subdivision in California to a publicly traded homebuilder. He capitalized and served as Chairman of Morgan Parsons Inc, with $10 million in sales and 400 employees, which, after nine years of successful operation, merged with a public company. He graduated from the University of Southern California financial planning program.
Katir served as a Finance Commissioner for the City of Davis, California, and as the Financial Secretary for the Native Sons of the Golden West Sacramento Parlor. He is is a descendant of refugees fleeing religious persecution and is a director of the Elder William Brewster Society. He has raised funds for relief activities after Hurricanes Iniki and Andrew and the San Marga Sanctuary. For three years he chaired the Business Development Committee of the International House Davis Board of Directors.

Robert Grezsik

Robert Grezsik is an accomplished business leader with a passion for innovation and financial empowerment. As the CEO of Lumiwealth, he has steered the company toward exponential growth, transforming it into a prominent player in the financial services industry. With a background in finance and technology, Robert has consistently championed cutting-edge solutions that empower individuals and businesses to achieve their financial goals. His strategic vision and commitment to excellence have positioned Lumiwealth as a trusted partner for wealth management, investment advisory, and financial planning. Robert’s leadership extends beyond the boardroom. He actively engages with industry thought leaders, collaborates with regulatory bodies, and advocates for financial literacy. His dedication to transparency, ethical practices, and client-centric services has earned him respect within the financial community. Under his guidance, Lumiwealth continues to thrive, providing personalized financial solutions that illuminate the path to prosperity for clients worldwide.

Thomas Peterffy

Mr. Thomas Peterffy founded Interactive Brokers Group, Inc. (IB) in 1977 which has just completed its 38th year as a broker/dealer. The company went public in April 2007 and is rated investment grade by Standard & Poors with over $5 billion in equity capital. Interactive Brokers, headquartered in Greenwich, Connecticut, with offices in London, Hong Kong, Switzerland, Canada, Australia, Hungary, Russia, Japan, India, China and Estonia, is an institutional level deep-discount electronic brokerage, trading across multiple asset classes and regions, with the ability to purchase and sell on all electronic exchanges as well as eight dark pools using advanced order entry and risk management tools. Interactive Brokers offers the lowest margin rates, under 2%, and maintains its position, as it has for the preceding four years, as the best and least expensive trading venue for investors, according to Barron's.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Easan Katir. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com. The Interactive Brokers logo is a registered trademark of Interactive Brokers LLC.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers or third-party financial advisors, including Easan Katir. Interactive Brokers provides execution and clearing services to customers of Easan Katir. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com Mr. Peterffy was a computer programmer for ten years before becoming a floor trader on the American Stock Exchange in 1977. Disclosure: Easan Katir owns a minority interest in Interactive Brokers.

John Bury

Mr. John Bury is an Enrolled Actuary who provides fast, expert administration for defined benefit, profit sharing plans as described in paragraphs 401(a) and 401(k) of the IRC, at very reasonable prices. He has solved issues for thousands of plans over many years.
Mr. Bury also writes a blog on actuarial issues detailing the real story of state's underfunded pensions. He is the foremost advocate in the nation of federal oversight of state plans and has been quoted in Barron's and other media . View his blog here.

Dave Miller

Mr. Miller was appointed as the co-chief executive officer and co-president of Goldman Sachs BDC in March 2022. Mr. Miller is Americas co-head of Private Credit within Goldman Sachs Asset Management. Mr. Miller is a member of the Asset Management Private Credit Investment Committee and Specialty Lending Group Investment Committee. Prior to his current role, Mr. Miller was head of originations for the Specialty Lending Group. Mr. Miller joined Goldman Sachs in 2004, was named managing director in 2012 and partner in 2014. Prior to joining the firm, Mr. Miller was senior vice president of originations for GE Capital, where he was responsible for structuring and originating loans in the media and telecommunications sectors. Prior to working at GE Capital, Mr. Miller was a director at SunTrust Bank, responsible for originating and managing a portfolio of middle market loans.

Alex Chi

Mr. Chi was appointed as the co-chief executive officer and co-president of Goldman Sachs BDC in March 2022. Mr. Chi is Americas co-head of Private Credit within Goldman Sachs Asset Management. Mr. Chi is a member of the Asset Management Private Credit Investment Committee and Specialty Lending Group Investment Committee. Prior to joining Goldman Sachs Asset Management, Mr. Chi worked in the Financial and Strategic Investors Group within the Investment Banking Division from 2006 to 2019, where he managed the firm’s relationships with private equity and related portfolio company clients. From 2000 to 2006, Mr. Chi was in Leveraged Finance, where he originated and executed leveraged loan and high yield financings for sponsor and corporate clients across all industries. From 1997 to 2000, he was based in Hong Kong, working on mergers & acquisitions, debt and equity financings, privatization and restructuring assignments for clients across Asia Pacific. Mr. Chi joined Goldman Sachs in 1994 as an analyst and spent his first three years at the firm across the Information Technology, Fixed Income Capital Markets and Leveraged Finance groups. Mr. Chi serves on the Board of Directors for the JED Foundation and the Korean American Community Foundation.

Raj Vig

Rajneesh Vig, Managing Director, is a member of Blackrock's Global Credit Platform and President and COO of BlackRock-TCP Capital Corp (NASDAQ: TCPC)
Prior to joining BlackRock, Mr. Vig was a Managing Partner at Tennenbaum Capital Partners (TCP), where he was also Chairman of the Investment Committee and a member of the Management Committee. TCP with its more than $9 billion in committed capital was acquired by BlackRock in 2018. Prior to TCP, Mr. Vig held roles within Investment Banking, Debt Capital Markets and the Structured Solutions Group at Deutsche Bank Securities from 1999 through 2006.
He currently chairs Blackrock Private Credit's Investment Committee, is a member of the Credit Oversight Committee and serves on the Board of Directors of TCPC and Edmentum. He also serves on the Los Angeles Board of the Posse Foundation.
Mr. Vig earned a B.A. in Economics from Connecticut College and an M.B.A from New York University.