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About Us

Harnessing A 175+ year Legacy Of Partnering With Clients

Standing shoulder-to-shoulder with clients, we help simplify the complexities of wealth with strategic advice and sophisticated investment solutions.  Our decades of experience position us to help our clients tackle challenges unique to them.

  • Utilize a fiduciary-focused approach to serve our client's best interest
  • Ensure transparent and aligned fee structures
  • Tailor solutions for each client

  • Provide families with institutional-quality investment solutions
  • Employ diverse strategies across public and private markets to optimize risk-return tradeoffs
  • Foster collaboration among diverse experts to uncover innovative ideas

  • Navigate intricate portfolios that hold legacy and private investments
  • Collaborate seamlessly with external advisors
  • Engage families across multiple generations

  • Leverage fully integrated reporting and performance analytics
  • Benefit from enterprise-level encryption and security through private cloud storage
  • Embrace innovative technologies to enhance operations, reporting and transparency
PRIVATE INVESTING

World-Class Private Investment Platform

Our Private Investment Platform harnesses our vast global network to unlock access to top-tier opportunities. Our expertise lies in identifying smaller managers and niche strategies, targeting less efficient market segments that have consistently outperformed the broader private market.



We build portfolios that are diversified by underlying strategy, yet concentrated into the team’s best ideas to ensure return impact from each investment:



 

Beyond our fund investment program, we also offer access to differentiated direct co-investment opportunities into private companies and assets alongside best-in-class sponsors.

*Allocations across asset classes are illustrative in nature and for example purposes only.  Actual asset allocations may and often will differ from the allocations depicted above.

Customized Solutions

Customized Wealth Solutions Lead To Better Client Outcomes

We take the time to listen to our clients, gaining a deep understanding of their unique goals and objectives. By crafting a tailored framework that combines their specific needs with our team's expertise, we enable clients to achieve long-term financial success.

wealth customized solutions chart

Meet Our Leadership Team

Head & CIO Lazard Wealth

Jerome C. Antenen, CFA

Head & CIO Lazard Wealth

Jerome C. Antenen is Head & Chief Investment Officer of Lazard Wealth. Prior to being promoted in 2026, Jerome was Managing Director and Head of Equities for Lazard Wealth. Prior to joining Lazard in 2023, Jerome was Managing Director and Head of Equity Investments of Truvvo Partners. Previously, Jerome was an Associate Director at Quellos Group LLC (acquired by BlackRock, Inc.) and an Analyst at Deutsche Banc Alex Brown Inc. in the investment banking division and a member of the Private Equity Finance Group. Jerome is a graduate from Georgetown University (BSBA, cum laude). He is a CFA Charterholder and member of the New York Society of Security Analysts

(212)287-2969
Head of Credit Strategies
Lazard Asset Management LLC (New York)

Alison J. Rosenzweig, CFA

Head of Credit Strategies
Alison Rosenzweig is a Managing Director and Head of Credit Strategies at Lazard Wealth. She began working in the investment field in 1998. Prior to joining Lazard in 2023, Alison served as Truvvo’s Head of Credit investments. Previously, she held various roles at Angelo, Gordon Advisors, LLC, Wells Fargo Capital Markets and Oliver, Wyman & Company. She holds an MBA from Harvard Business School and a BS, summa cum laude, from the Wharton School at the University of Pennsylvania. She is a CFA® Charterholder.
(212)287-2966
Co-Head of Family Office Services

Caitlin Dunn-Reynolds

Co-Head of Family Office Services
Caitlin Dunn-Reynolds is a Managing Director and Co-Head of Family Office Services for Lazard Wealth. She began working in the investment field in 2008. Prior to joining Lazard in 2023, Caitlin served as Truvvo’s Chief Financial Officer. Previously, Caitlin served as a Supervisor within the Financial Services division of Anchin Block and Anchin LLP. Caitlin graduated from Fordham University with a BS in Accounting.
(212)287-2955
Co-Head of Lazard Family Office Services

Danielle B. Roseman

Co-Head of Lazard Family Office Services
Danielle B. Roseman is a Managing Director and Co-Head of Family Office Services for Lazard Wealth. She began working in the investment field in 2007. Prior to joining Lazard in 2023, Danielle was Managing Director, Head of Operations with Truvvo Partners, LLC. She has a BS in Finance from Binghamton University
(212)287-2960
Senior Portfolio & Wealth Advisor
Lazard Asset Management LLC (New York)

Lisa Danzig

Senior Portfolio & Wealth Advisor
Lisa Danzig is a Managing Director and Lazard Wealth Advisor, serving as a portfolio manager and senior investment professional. She began working in the investment field in 2019. Prior to joining Lazard in 2023, Lisa was a Managing Director at Truvvo Partners. Previously, she served as a Managing Director of Post Rock Advisors and the Chief Investment Officer of Rockefeller University. Lisa worked for Standard & Poor’s and served as a member of the Investment Committee of the American Council of Learned Societies and as a member of the Finance Committee of the Calhoun School. She has an MBA from New York University and an AB from Brown University.
(212)287-2975
Portfolio & Wealth Advisor

Christopher J. Schumacher

Portfolio & Wealth Advisor
Christopher J. Schumacher is a Director for Lazard Wealth. He began working in the investment field in 1999. Prior to joining Lazard in 2023, Chris was focused on providing investment and financial planning solutions to family office and ultra-high-net-worth clients with UBS Private Wealth Management, Geller Advisors, and Papamarkou Wellner Asset Management. He began his career working with non-for-profit and other institutional clients at Cambridge Associates LLC. He has an MS (Hons) in International Transportation Management focused on International Logistics from SUNY Maritime College and a BA from Gettysburg College. Chris is also a Naval Officer in the US Navy Reserve.
(212)287-2965
Business Development & Relationships

Christopher Tiano

Business Development & Relationships
Christopher Tiano is a Director, Business Development & Relationships for Lazard Wealth. He began working in the investment field in 2013. Prior to joining Lazard in 2024, Chris spent eight years leading business development efforts as a Senior Vice President at Focus Financial Partners and Business Development Director at Glenmede Trust Co. Previously, Chris held positions in investment banking and private equity. Chris has an MBA from Columbia Business School and a BA in Economics from Columbia University.
(212)287-2939
Co-Head of Private Client Group
Lazard Asset Management LLC (New York)

Ella Curren

Co-Head of Private Client Group
Ella Curren is a Portfolio & Wealth Advisor for Lazard Wealth. She began working in the investment field upon joining Lazard in 2012. She has an MBA in Finance, Sustainable Business and Management from the Stern School of Business at New York University and a BA in History from Bowdoin College.
(212)632-6160
Director of Human Resources

Jennifer Picciotto

Director of Human Resources

Jennifer Picciotto is a Director of Human Resources for Lazard Wealth. She began working in the investment field from 2004 to 2008 and then returned to the industry in 2019. Prior to joining Lazard in 2023, Jennifer worked at Truvvo Partners as a Managing Director, Head of Human Resources. She also worked at Red Peak Group and Interbrand as a Human Resources Director and Apax Partners as a Human Resources Manager. She has a BS in Spanish from Georgetown University.

(212)287-2959
Co-Head of Private Client Group
Lazard Asset Management LLC (New York)

Michael P. Kaplan

Co-Head of Private Client Group
Michael is a Portfolio & Wealth Advisor on the Lazard Wealth team. Prior to joining Lazard in 2023, Michael worked at HSBC as a Managing Director and Head of Emerging Markets (x-Asia) in New York. Previously, Michael was Head of Equities in North America for ING Financial Markets LLC, where he managed the firm’s international Equity Advisory and Trading business. He also worked in International Equity Advisory at Morgan Stanley, and he started his career as an Investment Banking Analyst at Solomon Brothers Inc. Michael received an MBA in Finance from the Northwestern, J.L. Kellog Graduate School of Management and a B.S. Magna cum laude, in Accounting from the Syracuse University, Whitman School of Management.
(212)632-6580
Portfolio & Wealth Advisor

Nicholas W. Smith

Portfolio & Wealth Advisor
Nicholas W. Smith is a Director, Portfolio & Wealth Advisor for Lazard Wealth. He began working in the investment field in 2011. Prior to joining Lazard in 2024, Nick was focused on providing ultra-high-net-worth clients with proactive, highly personalized advice across investment management and wealth planning at Merrill Lynch, Bessemer Trust, and Fiduciary Trust International. He has an MBA from Cornell’s Johnson Graduate School of Management and a BA in Political Science from Denison University.
(212)287-2973
Private Strategies

Peter M. Boisi, CFA

Private Strategies
Pete Boisi is a Director on the Lazard Wealth team, responsible for Private Strategies. He began working in the investment field in 2012. Prior to joining Lazard in 2023, Pete was a Director with Truvvo Partners where he was responsible for Real Assets and Illiquid Credit strategies. Previously, he was an Investment Banking Analyst at Goldman Sachs, within the Debt Capital Markets division. He earned a BA in History from Yale University where he was a member of the varsity football team. Pete is a Young Professional Advisory Board member for Mentor New York, a non-profit organization that supports mentoring programs in the state of New York. He is also a CFA® Charterholder.
(212)287-2964
Head of Portfolio Analytics and Risk

Suchitra Sripada

Head of Portfolio Analytics and Risk
Suchitra Sripada is a Director, Head of Portfolio Analytics and Risk of Lazard Wealth. She began working in the investment field in 2008. Prior to joining Lazard in 2024, Suchitra served as Senior Portfolio Manager, Quantitative Asset Allocation for Mixed Assets & Market strategies at Thrivent Financial. Previously, Suchitra served as Vice President at Lighthouse Investment Partners (formerly Mesirow Advanced Strategies) and as a Quantitative Analyst at Pyramis Global Advisors the institutional arm of Fidelity Investments. She holds a BS in Economics, Mathematics and Statistics from Bangalore University, India along with a MS in Mathematics from Bangalore University, India. She also holds a MS in Mathematics, Computer Science from Missouri State University and MS in Quantitative Finance from University of Wisconsin-Madison. Suchitra is a member of the CQA.
(212)287-2972
Compliance Director

Thomas Papa, CPA

Compliance Director
Thomas Papa is a Compliance Director for Lazard Wealth. As Compliance Director, Thomas is generally responsible for ensuring compliance with laws, regulations, and company policies and procedures. Thomas also acts as the fund controller for certain private offerings established within Lazard Wealth. He joined the investment field in 1992. Prior to joining Lazard in 2023, Thomas served as Chief Compliance Officer for Truvvo Partners LLC. Previously, Thomas held various roles at Post Rock Advisors, Ivy Asset Management Corp., Morgan Stanley Investment Management, Cantor Fitzgerald & Co. and BDO Seidman. He has a BS in Accounting from Fordham University. Thomas serves as a member of the Board of Directors of the Chris Carrino Foundation for FSHD and is a Certified Public Accountant.
(212)287-2962

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We pride ourselves on understanding the evolving needs of our clients and addressing them with intellectual honesty, rigor, and humility. Experience the power of a legacy built on years of preserving and growing our clients' wealth across generations.

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