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Markwell Invest | Wealth Management & Advisory

MEET The Team

Introducing our dedicated
expert consultants

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PROFFESSIONAL
MEMBERS

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Jonathon Wells

Managing Director

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Michael Williams

Head of Global Private Equity / M&A

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Misaki Watanabe

Manager, Client Services

MEET The Team

ADVISORY TEAM

Dimitri Fernandez

Senior Financial Advisor

Sofia Bing

Financial Advisor

Patrick Kingsley

Senior Financial Advisor

Nigel Alexander

Financial Advisor

Ryan Anderson

Financial Advisor

Damien Sellers

Financial Advisor

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CLIENT REFLECTIONS

Collaboration and precision that Delivers Global Results.

Seeing this team work, I understand how Markwell Invest manages over $1.2 billion in assets with such precision. Their focus on global alternative asset classes and a true multi-generational vision secured my family's legacy. Professional, dedicated, and truly client-focused.

Let's Plan Your Success Let's Plan Your Success