Faraz Sattar

Founder and Managing Partner

After several years as the Chief Financial Officer of a wealth management firm and investment management, Faraz decided that founding Accretive Wealth Management was the best way to put his experience and knowledge to work on behalf of clients. By taking a comprehensive and caring view of wealth management, Faraz believes that Accretive Wealth Management can offer clients a suite of services with the personal touch they deserve.

 

For the past seven years, he’s been servicing clients: individuals, businesses and others. His experience, over the last 2 decades in the financial services industry, includes manager of investment advisors, supervisor of IT and operations, head of finance and accounting functions, and a buy-side equity analyst, working for companies such as Contango Capital Advisors and Montgomery Asset Management. He holds a BS in Finance from Bryant College. He has also served on several non-profit boards and charities.

Sadaf Sattar

Partner

Sadaf is responsible for finance and accounting, human resources, events planning and management, strategic decision making, and building lasting relationships with the generations of the families we serve. Prior to starting Accretive Wealth, Sadaf worked at RaboBank, e2Open and PG&E. Sadaf has several years of experience in account management, client relationships, operations and administration.

 

Sadaf studied marketing at San Francisco State University. Her passion is her three children, traveling, music and serving the community. She has served at several non-profit organizations and organized cultural events. Sadaf has helped raise a lot of money for charities by organizing walks for earthquake victims and Fire and Police officers families.

Rizwan Ibrahim

Director, Due Diligence & Strategy

Rizwan’s responsibilities include overseeing the firm’s due diligence of alternative investments. He is also a member of the team that manages business and investment strategy.

 

Rizwan has served in a variety of strategy consulting and investment management roles in his professional career. As Director of Great Falls Ventures, LLC (GFV), his activities have included angel investing and consulting to management at startups and other profit/non-profit organizations. Prior to GFV, Rizwan was a Strategy Partner at Accenture Ltd., and a management consultant with McKinsey & Company. 

 

Rizwan completed his undergraduate studies at Syracuse University and his graduate work at MIT and Johns Hopkins University. Rizwan is a CFA Charterholder and a CAIA Charterholder. He also holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute and an Executive Certificate in Financial Planning from Georgetown University.

Oscar Castro

Senior Wealth Manager

Oscar brings over 35 years of experience in the Financial Markets. His first experiences were in the Global/International/Emerging Market with Templeton International and GT Capital Management. Oscar founded and lead the Global Division at Montgomery Asset Management, which managed over $4.0 Billion in assets. He was also instrumental in the successful launch and management of Latin American Technology/Communications and Green Power dedicated investment vehicles before they became household names.  

 

For the past 16 years, Oscar has been advising ultra-high net worth individuals with consistent, performance. Alternative investments have become his focus, convinced of the added value of such investments.

 

He graduated from Drexel University with an MBA and Universidad Simon Bolivar with a BSc in Chemical Engineering degree. Oscar is a CFA Charterholder. He was drawn to Accretive Wealth’s unique investment approach, and with his previous knowledge of wealth management he brings a keen, distinctive approach to diversify client investments into alternative investments

Jennifer Tacconi

Sr. Portfolio Management Associate

Jennifer works closely with our clients, providing them with a variety of services and making sure their needs are met. Jennifer manages our portfolio management software, provides administrative support and operations assistance and social media accounts. Prior to joining Accretive Wealth, Jennifer has several years of experience in the hospitality industry.

 

Jennifer is passionate about travel, reading, writing, cooking, and anything related to health and wellness. Health and wellness has been a lifelong passion for Jennifer, who has played sports and stayed involved in fitness her entire life.

 

She graduated from Columbia College with a BA in Business Administration and a focus in Human Resource Management.

Renee So

Senior Operations Associate

Renee is our lead operations associate. She helps clients with account opening, making investments, and other daily clients related activities. She brings over two decades of experience in client servicing. Prior to joining Accretive Wealth, Renee worked in Hong Kong at AIA, one of the biggest insurance companies in Asia. While living abroad, she accumulated an extensive international and multi-cultural exposure which has helped her both professionally and personally. Renee is a fluent English and Cantonese speaker.

 

Renee graduated from UC Davis with a major in Sociology. Outside of work, Renee and her husband, Michael, have 2 teen aged kids, twins - a boy and a girl.  The twins are both competitive soccer players since the age of 5 and aspire to play professionally when they grow up. Renee is a super soccer mom and a volunteer photographer for the clubs her kids play at.