Mario is the Founder of Preserve Private Wealth. After over a decade working in some of the world’s leading financial institutions – Charles Schwab, Fidelity Investments and Goldman Sachs – he established PPW to support the unique wealth management needs of high-net-worth individuals and families. Known for his calming confidence, Mario brings clarity and reassurance to even the most complex financial situations, serving as a trusted partner to his clients.

Berend leads the team's efforts on all things investment research, strategy and alternative investment due diligence. He has over 15 years of industry experience accumulated at firms such as Bloomberg, Credit Suisse and Goldman Sachs. Berend’s professional experience coupled with his educational background allows him to bring the optimal mix of real world insight and academic rigor to client situations. 

Lauren manages all aspects of the client experience from initial onboarding to day-to-day service requests.  Throughout her 15+ year financial services career, Lauren has dedicated herself to building strong relationships with high-net-worth individuals and families, emphasizing exceptional client service as her top priority.