Meet Our Team
CFA®, Principal/Wealth Manager
Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab...
Katya plays an integral role between Sovereign’s top-management and target audience/public- at-large by disseminating information about...
Alaina plays an integral role in the client relationship and is vital to Sovereign Wealth Management’s success...
Client Service Associate
Svitlana works closely with clients by managing their account details, and the flow of information between them and Sovereign Wealth Management...
Yash Thakkar, J.D., CPA
Accountant & Tax Attorney
Yash focuses his practice on providing accounting, asset protection, business consultation, financial planning, domestic and international tax compliance and planning services to various individuals, businesses, trusts, and estates.