Sevag Ossipian, CFA

I saw financial hardship up close at a very young age, and I never forgot its impact on a family. Later, during the financial crisis, I saw people lose fortunes after being guided into risks they did not fully understand. That experience led me to commit to advice grounded in rigorous analysis, a conviction that continues to shape my practice.

I am wired to solve problems, and wealth management presents the kind of complexity that requires thinking from every angle, including investment structure, tax exposure, retirement sequencing, estate risk, and business transition.

I am motivated by the clarity clients feel after a well-executed plan is in place. Many of my clients have achieved significant success, yet their financial plans are often not fully optimized. I evaluate the full picture and provide a clear path forward. That is the outcome I strive for in every engagement.

My role is to help clients ensure their hard work continues compounding across their full financial lives, not just within their portfolios. This includes building strategies designed to protect their lifestyle from market volatility while managing taxes with the same discipline as investment returns. Left unaddressed, taxes can erode wealth as powerfully as markets can build it, ultimately affecting the families and heirs my clients are working to support.

Sevag is a wealth advisor specializing in investment management, wealth planning, tax strategy, and stock-based compensation for high-net-worth families, business owners, and executives. He began his career at Merrill Lynch during the financial crisis, later served as an Associate Portfolio Manager at EP Wealth Advisors, and spent more than a decade at Northern Trust advising institutional clients, foundations, high-net-worth individuals, and their families. A CFA charterholder with more than 18 years of experience, Sevag has built a practice focused on connecting investment management with tax planning. He collaborates with clients’ tax advisors and estate planning attorneys to ensure each part of a client’s financial life is coordinated rather than managed in isolation.

Outside of work, I enjoy traveling and experiencing the cultures and cuisines of the places I visit, which has deepened my love of cooking. I lead an active lifestyle and am always looking for new activities and challenges.