YOUR ELYXIUM wealth TEAM
Lynne Todd Dorsey, CFA®
Founding Partner
President, Elyxium Wealth
Yale Kofman, JD
Founding Partner
Chief Operating Officer
Jeff Mortimer, CFA®
Founding Partner
Chief Investment Officer
President, Elyxium Capital
Todd Golper, CFP®, CPWA®
Founding Partner
Head of Alternative Investments
Mark Bogar, CFA®, CAIA®
Deputy Chief Investment Officer
Claire Rubel, CFP®
Director of Operations
Wealth
Jesse Bareilles
Director, Family Wealth
Gabriella Boulos
Director of Operations
Family Office
Cici Chen
Senior Associate
Operations
Joel Kofman
Investment Analyst Associate
Cara Hiroyasu
Executive Assistant