Let’s define the future together.
Since the founding of our affiliated CPA firm, Aprio, LLP, in 1952, the Aprio companies have focused on helping our clients make more money and keep more of the money they make. Aprio Wealth Management continues this tradition. We are committed to investing in the best talent and technology to provide you the very best service experience.
Meet the Team
Keith Greenwald
Chief Executive Officer
As the CEO of Aprio Wealth Management and Partner-in-Charge of Private Client Services, Keith provides guidance to Aprio advisors ensuring that our client’s needs always come first. Keith is also responsible for managing Aprio’s qualified, non-qualified and executive benefits plan services and the firm’s insurance services.
Simeon Wallis, CFA
Chief Investment Officer
Simeon has over 20 years of Wall Street direct investment experience in private and publicly-traded companies, including as Investment Director of a family office. As the Chief Investment Officer of Aprio Wealth Management, Simeon formulates our investment outlook, identifies and analyzes private investment opportunities and works closely with our advisors implementing our investment strategies. Simeon is an FSA Credential Holder
Additional information about Simeon Wallis is available on the SEC’s website.
Carolyn Cope
Director of Client Experience
Carolyn acts as a liaison between clients and advisors, coordinating activities behind the scenes to ensure that your needs are promptly addressed. She leverages over 10 years of experience in process development and management in the financial services and insurance industries to help make your life easier.
Davi Kutner, CFP® CEPA
Partner, Wealth Advisor
Davi has 20 years of financial advisory experience working with high-net-worth individuals and families. As the Managing Director of Aprio Wealth Management, Davi leads our investment advisory team, providing coordinated financial planning strategies and ensuring seamless integration with our internal tax partners.
Additional information about Davi Kutner is available on the SEC’s website.
Richard Schriefer
Partner, Managing Director
As a partner and managing director with Aprio Wealth Management, Richard serves clients as a trusted financial steward. His 20+ years of financial industry experience inform his holistic approach that aligns investment, financial, insurance and tax strategies to provide better contextual advice. He helps high-net-worth individuals and business owners synchronize Aprio’s tax and specialty services to advance their long-term financial objectives. Richard provides structured settlement services to plaintiff attorneys and their clients.
Caroline Galbraith, CPWA®, CFP®
Director, Wealth Advisor
Caroline specializes in creating and coordinating sophisticated wealth strategies that include estate planning, wealth transfers, tax management, risk analysis and personalized investment strategies. She has over 15 years of wealth management experience serving high-net-worth individuals, executives, business owners and their families. Caroline believes in simplifying the complexities that come with wealth and is passionate about helping her clients and their families lead their best lives.
Additional information about Caroline is available on the SEC’s website.
Marc Leven, CFP®
Wealth Advisor
Marc has 10 years of experience helping high net worth families navigate their financial futures. A true client advocate, Marc is passionate about empowering clients with the timely and contextual advice they need to achieve their financial goals and make important decisions with confidence.
Additional information about Marc Leven is available on the SEC’s website.
Madeleine Batson, CPA, CFP®
Director of Tax
Madeleine Batson is a Director of Tax for Aprio Wealth Management. She works closely with high net worth clients and business owners to create tax strategies that align and support personal and professional financial goals. Madeleine’s stated specialty in international tax and research is a product of her diverse global accounting background. She started out in the international tax group of PwC, has served business owners in her own tax consultancy, and has provided tax consulting to military clients serving in South Korea through the DoD.
Additional information about Madeleine Batson is available on the SEC’s Website.
Scott J. Barnas, MBA, CFP® ChFC®
Senior Financial Planner
Scott has created over 2,000 custom financial plans for clients including executives, business owners and high net worth individuals, as well as authoring a book on financial planning best practices. He works closely with Aprio tax advisors to provide clients the best contextual insights and ensure planning and implementation are aligned with their strategies and financial objectives.
Additional information about Scott is available on the SEC’s website.