Halcyon Partners

Team

Small team, senior attention.

You work with experienced advisers who stay accountable across planning, investments, and coordination.

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Partner

Aria N. Cole

Aria leads firmwide planning architecture and works with founder households after major liquidity events.

Chartered wealth strategist

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Partner, Investments

Jonah Reyes

Jonah oversees allocation design, manager selection, and portfolio risk controls for multi-decade mandates.

Investment policy specialist

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Director, Client Strategy

Mina Solberg

Mina translates complex plans into practical quarterly actions and coordinates across legal and tax advisers.

Certified financial planner

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Director, Portfolio Operations

Elias Hart

Elias manages implementation and reporting systems so allocation, cash, and tax decisions stay synchronized.

Risk and implementation lead

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Director, Family Advisory

Nadia Voss

Nadia works with multigenerational families on governance rhythms, transfer planning, and decision clarity.

Estate coordination adviser