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(o) 212-203-4300

(a) 405 Lexington Ave., 36th Floor
New York, New York 10174*

(a) 222 S. Main Street, 5th Floor
Salt Lake City, UT  84101*

*In Person Meeting by Advanced Appointment Only


River North Agency

Kelly Ferraro, Partner & CMO

(o) 646-275-7040



Thank you for your interest in speaking with our firm. Please use the meeting scheduler, linked below, to schedule an appointment to speak with our Director of Client Development. While you many be accustomed to speaking directly with an attorney, we have developed a process that provides managers with true boutique service, which starts with the introductory conversation. During the call, we will discuss your investment management questions and share more about the services our firm offers, tailored to your legal needs.

*During busier times of the year, you may see limited scheduling availability. We appreciate your patience, as our mission is to ensure you receive dedicated attention and quality of service. 

For general questions, call (212) 203-4300. If your questions are regarding your fund plans and our services, the most efficient way to reach our Director is to book a meeting through the link below, as you will be redirected to our meeting scheduling link for call-in inquires.  


Schedule Introductory Meeting