Michael H. Russo (MBA)

Founder, Senior Advisor

Michael heads our wealth management-consulting group with responsibilities for overseeing portfolio strategy, asset allocation, and portfolio design.

Prior to founding Argos Wealth Advisors, Michael created and led the investment consulting groups at Presidio Financial Partners, C.E. Unterberg, Towbin and Montgomery Securities. His thirty-plus years of investment experience include work in the Institutional Fixed Income Group of First Boston Corporation.

Michael graduated Phi Beta Kappa from the University of California at Davis. He received his MBA from UCLA with honors. Michael lives in Utah with his wife Jill and their two sons.

Ryan W. Mason

Partner, COO, CCO

Ryan is responsible for all areas of client service, portfolio reporting, along with compliance and operations.

He has worked in professional partnership with Michael Russo in the wealth management-consulting arena nearing twenty years. Prior to joining Argos Wealth Advisors, Ryan worked in a similar capacity for the wealth management consulting groups at Presidio Wealth Management, C.E. Unterberg, Towbin, and Banc of America Securities.

Ryan received his BA in Business Administration with a concentration in Marketing from California State University, Sacramento. Ryan lives in Sacramento with his wife Rian and their two daughters.

Bradford J. Yamada (CFA)

Partner, Head of Research

Brad is responsible for asset allocation strategy, portfolio design, evaluation of investment managers and advanced financial planning. Brad has worked in professional partnership with Michael Russo for nearly fifteen years.

Prior to joining Argos Wealth Advisors, Brad was a partner at Presidio Financial Partners and served in a similar capacity at C.E. Unterberg, Towbin. Earlier work included overseeing the quantitative valuation models for over $25 billion in assets at Zurich Scudder Investments in New York.

His experience also includes working at Wells Capital Management and Wilshire Associates. Brad received his BA from University of California at Riverside and is a CFA charterholder. He is a member of the CFA Institute and CFA Los Angeles. Brad lives in Los Angeles with his wife Cornelia.

Maurizio Fiori

Chief Investment Officer

Maurizio joined Argos from Praxis Capital Management (Praxis), a Chicago-based global macro hedge fund, where he lead the private markets group.

Maurizio began his career as a Business Analyst at Italian tech firm Olivetti, before moving to Chicago to join Marquette Partners (“Marquette”), a leading proprietary trading firm, where he specialized in trading derivatives on global fixed-income products. Additionally, as a partner, Maurizio spearheaded the expansion of the firm’s global footprint, by opening and running offices in London, Frankfurt, Paris, Milan, and Seoul.
Maurizio left Marquette Partners to pursue entrepreneurial ventures and investing in private markets, building a diversified portfolio with interests in the luxury consumer goods, hospitality real estate, sports and wellness, and beverage sectors.

In 2018 he joined former partners from Marquette in the launch of Praxis, where he leveraged his deep understanding of capital markets and private enterprises to manage outside funds and opportunistically invest in private markets.
Maurizio was Salutatorian and received a B.A. Summa Cum Laude from Washington State University, with a double major in International Business and Marketing, and minors in Economics and Japanese Studies. Maurizio lives with his wife and two children in Scottsdale, AZ.

Yuval Shenker

Managing Director, Senior Advisor

Yuval has twenty-plus years of experience in advising clients on a wide variety of portfolio solutions.

Formerly, Yuval worked for Presidio Wealth Management LLC as an Investment Advisor and Vice President. Prior to Presidio, Yuval was both Head of the Foreign Securities Department and Head of Trading with Bank Hapoalim B.M., Israel’s largest bank. Yuval advised their largest high net worth clients and institutional clients. Yuval graduated from Baruch College in New York, NY. Yuval lives in San Francisco and has three children.

Christopher C. Leary (CPA, CFP)

Senior Advisor, Financial Planning

Chris brings over a decade of experience in the wealth management industry.

Prior to joining Argos, Chris spent four years with Bordeaux Wealth Advisors LLC as an advisor to high-net-worth clients and their families located up and down the west coast. Previously, he was with Seiler LLP where he focused on multi-generational estate planning, efficient tax planning, and creating favorable wealth management positions for his clients.

Prior to Seiler, Chris was a manager at Apercen Partners LLC where he provided tax and financial planning services for individuals, corporate executives and affluent families in San Francisco and Silicon Valley. Chris received his BA from the University of California at Davis and holds both CFP® and CPA designations. Chris lives in St. Helena with his family.

Daniel J. Hayes (MBA)

Managing Director, Senior Advisor

Dan is a Senior Wealth Advisor with Argos. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and financial services.

Before Argos, Dan served as a Senior Client Advisor at Bessemer Trust for over 20 years.

Dan earned his MBA in management from the Stillman School of Business at Seton Hall University and his bachelor’s degree in History from the Ohio State University. He is also a graduate of the Cannon Trust School. Dan lives with his wife and three children in Maplewood NJ.

Timothy E. Malloy (MBA)

Managing Director, Senior Advisor

Tim joined Argos in 2024 as a Senior Wealth Advisor, bringing with him over 25 years of experience in the investment and wealth management sectors.

At Argos, Tim collaborates with individual and fiduciary clients along with their advisors to craft customized investment, tax, and estate planning strategies to align with their unique financial objectives. Prior to joining Argos, Tim spent the entirety of his career at Bessemer Trust, a prominent multi-family office headquartered in New York, where he served as a Principal and Senior Client Advisor. There, Tim led a team responsible for the creation and delivery of dynamic, highly tailored advice across investments, wealth planning and family office services.

Tim received his MBA with concentrations in both Finance and Global Business from New York University’s Leonard N. Stern School of Business. He also received his BS, with honors, from New York University. Additionally, Tim is a graduate of Cannon Financial Institute’s Personal Trust School. Tim lives in Jersey City, NJ with his wife and two sons.

Paul Holtha

Managing Director, Senior Advisor

Paul has nearly three decades of global experience in investment management, technology, and entrepreneurship. As an outsourced CEO and CIO, he develops and executes innovative strategies for family offices and select individuals. Paul’s hands-on approach extends to alternative assets and AI, as evidenced by his latest venture, Upfactor, which harnesses Machine Learning for quantitative investment insights.

Previously, as COO of Creighton AI, Paul worked with senior leadership to position the firm as a top-performing quantitative hedge fund, using AI to predict stock prices. His career spans leadership roles at Mellon Financial (now BNY Mellon), Barclays Global Investors (now BlackRock), and Montgomery Securities. Beyond corporate roles, Paul has founded multiple entrepreneurial ventures, including a service provider for wholesale power markets, a multi-family office tied to a major European real estate deal, and a global wine-centric networking club fostering connections.

Paul holds a BS in Business Finance from California State University, Sacramento, graduating summa cum laude.

Myong Han (MBA, CAIA)

Managing Director, Senior Research Analyst

Myong conducts due diligence, research and monitoring, and operational due diligence.

Before joining Argos, Myong spent six years with T2AM as a due diligence analyst and controller. Previously, he was an Investment Analyst at Old Mutual Asset Managers’ multi-strategy hedge fund unit in London. Prior to becoming involved in hedge funds, Myong was a Strategy, Policy and Economics Research Consultant with Jack Faucett Associates.

He has a BA in Economics from the University of California at Berkeley and completed an MBA in Finance from London Business School; he is also a CAIA Charterholder. Myong lives in Spain with his wife and two children.

Joel Perry

Operations Manager

Joel is responsible for client service, portfolio reporting, account reconciliation, portfolio rebalancing, and operations liaison.

He has worked in professional partnership with Ryan Mason since 2019. Prior to joining Argos Wealth Advisors, Mr. Perry worked for Charles Schwab and Co. as a broker.