Babylon
Your Babylon Team
Max Haspel
CEPA®
President, Business Owner Services & Senior Wealth Advisor
Sheryl Rothman
CFA®, MBA, CFP®
Senior Wealth Advisor
Matthew Rapoport
CFP®, MST
Senior Wealth Advisor
Brendan Hand
Senior Wealth Advisor
Daniel Tisser
CFA®, CFP®, CEPA®
Senior Wealth Advisor
Nicole Ilustre
CEPA®, CFP®
Wealth Advisor
William Masse
CFP®
Associate Wealth Advisor
Diana Cheung
CFP®
Associate Wealth Advisor
Tyler Capitano
CFP®
Associate Wealth Advisor
Enjoy some of our latest resources
July 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the video
June 30, 2025
5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
Watch the video
June 24, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.
Listen to the podcast