Our Team

Christian emphasizes holistic planning as the key to achieving wealth management goals.  He started in the financial services industry in 1999 and, after spending two decades at UBS Financial Services, co-founded Pursuit Wealth Management in 2019. Christian earned his bachelor’s degree in Economics from the University of Virginia and his MBA from Duke University’s Fuqua School of Business.  He is also a licensed Certified Financial Planner (CFP®), a Certified Private Wealth Advisor (CPWA®), and an Accredited Investment Fiduciary (AIF®).

Christian makes his home in North Palm Beach with his wife and two children. When not working, Christian enjoys fishing, boating, and traveling with his family. He serves as the President of the University of Virginia Alumni Club and has served on the Audit Committee of the Village of North Palm Beach.

As a Certified Financial Planner (CFP®), Melanie brings invaluable perspective to help clients accomplish what is most important to them. Melanie started in the financial services industry in 2007 and after spending 12 years at a large wealth management firm she co-founded Pursuit Wealth Management in 2019.  Melanie earned her bachelor’s in business administration from the University of Miami. She’s also a licensed Certified Divorce Financial Analyst (CDFA®), Certified Exit Planning Advisor (CEPA®) and holds a life health and variable annuities insurance license.

Melanie makes her home in Greenacres with her husband and daughter. In her free time, she enjoys the outdoors, traveling and spending time with family and friends.  She serves as the president of the Palm Beach County Canes Club (University of Miami) and has volunteered with the Women’s Foundation of Florida, and the Cystic Fibrosis Foundation of Palm Beach County.

Vincent has been in the financial services industry for over 24 years. Early on in his career he had the privilege to work with one of the largest financial advisory groups in the world, where he focused on Comprehensive Financial Planning for the clients of the Private Bank Division of Merrill Lynch. Most recently, at the Private Client Group of City National Bank, he ran their Specific Strategic Lending Divisions. He possesses a wide wealth of knowledge in lending and corporate services.
 
Vincent puts significant emphasis on being his clients’ fully trusted financial confidant. He prides himself on delivering unparalleled service and advice creating deep and lasting relationships. These relationships have helped him to build one of the largest professional networking groups in South Florida. This group, which comes together bi-monthly to meet, also has a charitable emphasis.  To date, Vincent’s group has raised over $250,000 for non-profit organizations.
 
Vincent makes his home in Palm Beach Gardens with his wife and two children. When not working, he enjoys many different sports, and spending time with family and friends. He serves as a Board Member on the Citizens Advisory Committee to the Board of Governors of The Florida Bar, the Legal Aid Society of Palm Beach County and Sunfest LLC.

Katrina began her career in the Financial Services Industry in 2007 in Retail Banking and transitioned to Wealth Management in 2016 with Merrill. She joined Pursuit Wealth Management at inception in 2019. She oversees Client Relationship Management and prides herself in providing superior client support and prompt professional service. Whether it’s account maintenance, technology assistance or bookkeeping support, Katrina helps to simplify the financial life of our clients by being their person-of-contact for any question or concern.

Katrina obtained a Bachelor’s Degree in Business Information Management from Seminole State College of Florida. She also holds her Life and Variable Annuities insurance license.

Katrina is originally from Coral Gables, FL and currently makes her home in West Palm Beach with her husband and son. In her free time, she enjoys the outdoors, music, traveling and spending time with her family and friends.