Who We Are

Fostering a culture of inclusion has always been one of One Wealth Advisors’ core values. We have thoughtfully designed our company so we are able to help all who may benefit from our knowledge and expertise. We are proud to work with a diverse group of clients with a kaleidoscope of financial stories.

Helping our clients live happier and more peaceful lives is at the center of what we do. This purpose extends to our organization as well. We believe prioritizing our team members’ personal wellbeing will, in turn, help us take the best care of our clients.

When building our team, we emphasize compassion and altruism in addition to industry knowledge and pedigree. As we continue to grow, our company commits to uphold a culture of equity, inclusion, and mutual support that celebrates our individuality.

Karime Azar
Business Analyst

Karime Azar, CFP®

Whip smart (many on the team call her scary smart), Karime provides exceptional client service through her specialized training and skills in complex financial analysis and data analytics. Additionally, she is known for her impeccable client experience through hyper responsive service.

Elizabeth Brotz
Operations Associate

Elizabeth Brotz

Liz comes to One Wealth Advisors with a diverse background and a true love of learning. Liz holds a Juris Doctor from the University of San Francisco and a Bachelor of Science in pre-medicine from Notre Dame. She is also an entrepreneur, having started and successfully run a small business for a nearly a decade. Most recently, she received her Series 65 license, and is currently working towards earning the Certified Financial Planner certification.

Kevin Cohen
Managing Partner

Kevin Cohen

As Director of Operations, Kevin oversees all aspects of One Wealth Advisors’ day to day activities. Kevin is detailed oriented with an easy-going nature; client focus and satisfaction are the heart of his role. He has over 25 years of experience in the financial services industry in a variety of roles including Margins, Trading and Collateral Management.

Megan Grant
Operations and Talent Manager

Megan Grant

Clever, intuitive, and proactive, Megan provides the backbone to One Wealth Advisors by supporting the entire team with account administration, corporate communications, marketing, and human resources.

Eleanor Hall
Client Associate

Eleanor Hall

Warm and communicative, Eleanor joins One Wealth Advisors from years of experience in hospitality. She shines in onboarding new clients and opening accounts, making clients feel taken care of every step of the way. Eleanor also leads marketing for the firm, and enjoys creatively connecting with clients and sharing One Wealth’s story.

Frank Mannino
Director of Financial Planning and Investments

Frank Mannino, CFP®

As a CFP® professional and Director of Financial Planning at One Wealth Advisors, Frank brings his years of experience in Financial Services as well as his substantial background in Mathematics and Educational Leadership to the firm. Frank works collaboratively with the team to develop the Financial Life Plans that drive most all of the advice and recommendations in our practice.

David Neeve
Partner

David Neeve, CFP®

David brings 24 years of wealth management, financial planning and banking experience to One Wealth Advisors and is known by all to be relentlessly empathetic, disciplined and detail oriented. As a CFP® professional, David’s focus is on working with people to help set and meet their financial life goals, while being unafraid to get into areas of their financial lives that can be emotionally and psychologically challenging. David is forever patient and willing to tackle the details and complexity of each client’s unique financial life roadmap.

David Santos
Client Associate

David Santos

David supports all areas of One Wealth’s Operations team and is our internal specialist in the administration of our rapidly growing Alternative Investments initiatives. He is always thinking of ways to optimize our processes by focusing on technology to help us grow efficiently and organically.

Alexander Schmitz
Managing Partner

Alexander Schmitz, CFP®

As a Managing Partner at One Wealth Advisors, Alex focuses on relationship management and holistic financial planning for clients of the firm. A CFP® professional with over a decade of experience, Alex is passionate about translating complex issues into easy-to-understand solutions that help clients to achieve their goals.

David Steele
Managing Partner

David Steele

As the Founder and Managing Partner of One Wealth Advisors, David sets the strategy, vision, and culture for the firm, leveraging his nearly 30 years in finance and as an entrepreneur.  A person of many interests, he manages to balance logic with creativity through his varied unexpected activities. David has worked hard to help build a firm that acts as a true fiduciary for our clients, always placing the interests of those we serve above everything else. The firm’s north star is helping people lead happier and more peaceful lives.

Jonathan Steele
Managing Partner

Jonathan Steele, CFA®

As Chief Investment Officer, Jonathan leads the investment research and portfolio management initiatives at One Wealth Advisors. A Chartered Financial Analyst® and a member of the CFA Institute, he has been dedicated to his career for more than 20 years – in addition to being dedicated to his wife for over 15 years! His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.

Tessa-Sternberg
Operations Associate

Tessa Sternberg

Tessa joined One Wealth with an eye for detail, a love for people’s stories and a careful thoughtfulness, which she sharpened over two years of editing educational news content for kids. As part of Operations, she takes the lead on welcoming new clients and guiding them through our client onboarding experience. Her level-headedness and calming demeanor puts her in the perfect position to help clients feel at ease as they join the One Wealth team.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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