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Chronicle Wealth

chroniclewealth.com Layer unknown

Chronicle Wealth is an independent wealth management firm providing financial planning, investment management, tax, risk and estate planning services to individuals, families, business owners and professionals. It runs a pension-style investment platform with private asset exposure and manages funds such as Chronicle Special Opportunities LP.

Chronicle Wealth is an asset manager. $800M+ under management, as it reports.

“We provide exclusive access to investment opportunities, institutional pricing, and private asset exposure that are not available to typical investors.”

— Chronicle Wealth, own website
Layer
Layer unknown
Type
Asset manager
Stage
Not stated
Assets under management
$800M+

Team, as Chronicle Wealth publishes it

  • Andrew Guilfoyle Co-Founder & Wealth Advisor
  • Adam Shapiro Co-Founder & Wealth Advisor
  • Blair Guilfoyle Co-Founder & Wealth Advisor
  • Brian McKenzie Partner & Wealth Advisor
  • Bill Hurley Wealth Advisor
  • Stephan Smith Chief Investment Officer
  • Laura Headon Chief Finance and Operations Officer
  • Kathleen Bennett Vice-President, Planning & Wealth Strategy
  • Philipp Soummer Portfolio Manager
  • Esha Rana Associate Portfolio Manager
  • Jabir Samji Senior Financial Planner
  • Aaron Zomer Senior Associate

Names and roles exactly as listed on chroniclewealth.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Chronicle Wealth publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 15076 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium

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