Your Partners for
Values-Driven Consultation.

Your Partners for
Values-Driven
Consultation.

With decades of strategy and technology expertise, we bring insight from fintech, AI, blockchain, supply chain, and healthcare, offering leaders a complete suite of tailored, results-driven strategies.

Abstract Image.
Abstract Image.
Abstract Image.
A smiling man in a dark shirt and jeans sits casually on a stool against a dark grey background, looking off to the side.
A smiling man in a dark shirt and jeans sits casually on a stool against a dark grey background, looking off to the side.
A smiling man in a dark shirt and jeans sits casually on a stool against a dark grey background, looking off to the side.
Welcome from our CEO

As your steadfast partner, Khepera leads your team to execute strategies that drive impactful change and value.

Jay Moskowitz

Founding & Managing Partner

Leadership Team

Frederik Schwarz

A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.

Frederik Schwarz

A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.

Frederik Schwarz

A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.

Amber Pearce

General Manager

As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.

Amber Pearce

General Manager

As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.

Amber Pearce

General Manager

As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.

Management Team

We’re looking for passionate and driven finance professionals to join our team. If you have proven experience in independent wealth management and are seeking your next challenge we want to hear from you.

Travis Guthrie

CFO & Founding Partner

Travis Guthrie

CFO & Founding Partner

Travis Guthrie

CFO & Founding Partner

Brien JordanJack

Brien JordanJack

Brien JordanJack

Christopher (Herk) Herghelegiu

Fintech & Strategic Partnership

Christopher (Herk) Herghelegiu

Fintech & Strategic Partnership

Christopher (Herk) Herghelegiu

Fintech & Strategic Partnership

Takashi Spector

Technology & Strategic Director

Takashi Spector

Technology & Strategic Director

Takashi Spector

Technology & Strategic Director

Andrew Mowery

Operations Director

Andrew Mowery

Operations Director

Andrew Mowery

Operations Director

Fredrick Freissman

Web3 Director

Fredrick Freissman

Web3 Director

Fredrick Freissman

Web3 Director