Investment Services

John Soutsos is one of IPC's most senior professionals with over 35 years of experience. John has been providing professional wealth management services since 1986 and his team serves a select number ...

Alexander joined the Med-Wealth Financial Services team in the summer of 2022. Prior to joining Med-Wealth, he worked as a Senior Management Consultant at KPMG, servicing clients across a variety of i...

Rita is an administrative assistant within our branch. Her primary responsibilities are reception, administrative processing, database management, and client communication coordinator. This involves f...