Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service.

Helping young women develop athletic and life skills such as leadership, time management, team player and self-discipline through competitive sports training.

Bringing to life the mission and vision of this historic congregation during executive, educational and clergy leadership transitions.

Manage the major annual fundraising events, bringing in gifts and support for the community that enable the Center to provide need-based scholarship funds to hundreds of families each year.

Led business processes during clergy and administrative transition. In partnership with Board of Directors, created and executed major fundraising effort.

Managed business processes and program support for historically significant South Beach synagogue. Worked in tandem with charismatic clergy team to bring world-class cultural programs and performances to the synagogue.