We help families and not-for-profits steward their wealth with confidence.
Independent since 1997.
Our board of directors provide oversight to the strategic direction of the firm.
Director, Business DevelopmentCC&L Private Capital
Michael Freund Chairman
CC&L Financial Group
Jeff GuiseManaging Director, Chief Investment OfficerCC&L Private Capital
Ramy DimitryManaging Director, Business
Management & OperationsCC&L Private Capital