Meet the Team

Victor Haghani

Founder and CIO

Victor Haghani has 40 years’ experience working and innovating in financial markets. Victor began his career at Salomon Brothers in 1984 before becoming a cofounding partner of Long-Term Capital Management (LTCM) in 1993. In 2011, he established Elm Wealth to help clients manage and preserve wealth through thoughtful, research-driven strategies that go beyond investment management to broader financial decision-making. He graduated from the London School of Economics.

James White

CEO

James White has spent two decades working in finance, covering the gamut of quantitative research, market-making, investing, and wealth management; he now serves as Elm Wealth’s CEO. James has held research, trading, and executive roles at PAC Partners, Citadel, and Bank of America. He graduated from the University of Chicago.

Jerry Bell

Partner and CCO

Jerry Bell has spent over a decade at the intersection of finance, technology, and investment management. He is currently the CCO at Elm Wealth, where he oversees client relationships, partnerships, and marketing. Jerry has held leadership roles at Vidmob, an applied-AI company in advertising technology, and was a member of the founding team. Prior to that, he worked at JP Morgan within the Asset Management division. He graduated from Columbia University.

Mike Fothergill

Portfolio Manager

Mike Fothergill has been with Elm since 2019 and helps lead trading and portfolio operations across all of Elm’s products. As Portfolio Manager, he plays a key role in the development, implementation, and ongoing enhancement of Elm’s proprietary portfolio management system while also assisting with client requests and strategic projects. He graduated from Connecticut College.

Brandon Labbe

Controller

Brandon Labbe joined Elm in 2023 and serves as a supporting Compliance Officer, working closely with the CCO to oversee Elm’s compliance program and strengthen operations across all of the firms’s products and services. In addition to his compliance responsibilities, he assists with client management and portfolio operations. He graduated from Drexel University.

Nolan Lenaghan

Client Associate

Nolan Lenaghan joined Elm in early 2025. As Client Associate, Nolan works across client management, portfolio implementation, and growth initiatives. He graduated from Cornell University.

Frankie Agrest

Distribution & Partnerships

Frankie Agrest leads distribution and partnership efforts at Elm Wealth, bringing a track record of building and scaling relationships across growth-stage and established organizations. Prior to Elm, Frankie has held roles spanning growth, acquisitions, and strategic finance at WeWork, AvantStay, and Perchwell. He graduated from Columbia University.

Steven Schneider

Digital Operations

Steven Schneider helps manage Elm’s digital operations. Since joining Elm in 2018, his work has included overseeing Elm’s website and research library, creating art and video assets, and maintaining the firm’s marketing data and infrastructure. He graduated from the University of the Arts.