15 Years of Experience in Financial Services.
We have an experienced team
It has more than a dozen
professional analysts.
Our mission is to assist
our clients in creating enduring
and stable value.
Our team possesses extensive
industry experience and unique
analytical capabilities
in the investment field.
We establish long-term
cooperative partnerships
with our clients and
always prioritize their interests.
About Komon Trust
We were established in 2009 and are a company dedicated to providing excellent investment advisory services. As a stock investment firm, we have a team of experienced and dynamic analysts, including over a dozen professional analysts.
Our mission is to help our clients achieve their investment goals and provide them with the best investment solutions. We firmly believe that through thorough research and professional investment management, we can create lasting value for our clients.
The Komon Trust team has decades of experience in the investment field and possesses specialized and unique analysis skills in stock investments. Our analysts constantly improve their knowledge and skills, with a deep financial background and extensive market knowledge ⋯
Seasoned Analysts
Daniel Mills
Daniel Mills is the President and Chief Investment Officer of Komon Trust. He graduated from the Wharton School of the University of Pennsylvania with a Master's degree in Business Administration. He has been recognized as one of the "Best Global Stock Analysts" by The Wall Street Journal and as one of the "Most Influential Financial Analysts" by Forbes magazine. With over 30 years of experience in the financial industry, he possesses extensive experience in the financial industry and in-depth research and analysis capabilities in the stock market.
Alexander Vanderbilt
Alexander Vanderbilt, Senior Vice President of Consulting, serves as both a Senior Vice President of Consulting and a member of the Investment Consulting Committee. Previously, he held the position of Vice President at The Ayco Company, a subsidiary of Goldman Sachs, in the Encompass Family Office. He holds a Master's degree in Accounting from Siena College.
Penelope Vanderbilt
Penelope Vanderbilt, Senior Vice President of Investments, serves as both Senior Vice President of Investments and a member of the Investment Consulting Committee. Previously, she served as an investment specialist and President of Private Wealth Management at Ayco, a subsidiary of Goldman Sachs.
Skylar Bryson
Skylar Bryson, Investment Advisor Assistant and Executive Assistant, possesses solid knowledge of finance and economics, excels in analyzing market trends and financial data, demonstrates excellent communication and teamwork skills, has a passion for the stock market, and possesses keen observational skills to timely capture investment opportunities and make wise decisions. He holds a Master's degree in Economics from New York University and a Bachelor's degree in Finance from Cornell University.
William Huntington III
William Huntington III, Vice President, is a member of the Investment Consulting Committee. He holds Master's degrees in Economics and Philosophy from Boston College, as well as a Juris Doctorate from law school.
Isabella Montgomery
Skylar Bryson, Investment Advisor Assistant and Executive Assistant, possesses solid knowledge of finance and economics, excels in analyzing market trends and financial data, demonstrates excellent communication and teamwork skills, has a passion for the stock market, and possesses keen observational skills to timely capture investment opportunities and make wise decisions. He holds a Master's degree in Economics from New York University and a Bachelor's degree in Finance from Cornell University.
Theodore Kensington
Theodore Kensington, Senior Financial Planner, is a Senior Financial Planner. Previously, he served as a Senior Financial Planner at Ayco, a subsidiary of Goldman Sachs. He holds a Bachelor's degree in Accounting Science from Siena College.
Victoria Kensington
Victoria Kensington, Senior Vice President, is dedicated to providing comprehensive financial advice through a client-centered approach. She helps clients achieve their financial goals through financial and retirement planning, education funding, and investment management.
Eleanor Huntington
Eleanor Huntington, Chief Financial Officer, serves as the Chief Financial Officer. Previously, she held the position of Vice President of Finance at Ayco, a subsidiary of Goldman Sachs. She holds a Master's degree in Accounting from the State University of New York at Geneseo.
Franklin Astor
Franklin Astor, Investment Director, is responsible for comprehensive financial analysis of high net worth individual investment portfolios, leading the development of proprietary financial analysis tools to enhance the company's analytical capabilities and efficiency. He provides strategic investment advice during market volatility to protect client investment portfolios from significant losses. Arjun holds a Master's degree in Business Administration from Stanford University and a Bachelor's degree in Science from Cornell University.
Spencer Winthrop
Spencer Winthrop, Senior Investment Analyst, pioneered the development of AI-driven analytical tools to optimize investment decisions, providing in-depth financial and investment analysis for high net worth clients and promoting asset growth. He designed a series of successful investment strategies focused on emerging markets, outperforming industry benchmarks. Michael holds a Master's degree in Finance from the University of Chicago Booth School of Business.
Oliver Whitman
Oliver Whitman, Senior Financial Planner, previously employed at Ayco, a subsidiary of Goldman Sachs, worked in the private wealth consulting team for two years. Before that, he held multiple positions in Ayco's private wealth management department and began his career at the New York State Department of Taxation and Finance. Armando holds Bachelor's degrees in Management and Finance from the State University of New York at Albany and a Master's degree in Finance from Marist College.
Nathaniel Harrington
Nathaniel Harrington, Investment Analyst, is an Investment Analyst. He holds a Master's degree in Financial Research from Siena College and is currently a CFA member.
Emma
Emma is a Senior Financial Planner. She has two years of experience as a Tax Assistant in the Private Client Services department. She holds a Master's degree in Accounting and an MBA in Data Analysis.
Adelaide Harrington
Adelaide Harrington, Client Analyst, is a Client Analyst. She has experience as a Senior Assistant and Trainer at the National Tax Group and holds a Master's degree in Psychology from Siena College.
Harrison Sinclair
Harrison Sinclair, Financial Planning Consultant, is a Financial Planner with a Bachelor's degree in Business Administration and Financial Market Regulation. He specializes in financial and information technology systems research.
