Wealth Plan
FSW Group Corporation
FSW Group is a global asset management and investment company. We work together to create long-term value for our investors, invested companies, shareholders, the general public, and the communities in which we operate.

Sam Raete, CTO/CEO®
     Sam is an Executive Managing Director, Wealth Advisor at FSW. In this role, Sam works with families to develop comprehensive and customized financial plans to help them achieve their near- and long-term goals.
     Prior to joining FSW, Sam served as a Senior Managing Director and Wealth Advisor at First Republic Investment Management. Before that, he was the Chief Investment Officer for Constellation Wealth Advisors, where he ran the firm’s Investment Committee, providing direction and oversight to over $6 billion in assets under management. With a diverse background that has included positions at Citi Family Office as a Portfolio Manager and Senior Advisor, at the Chase Manhattan Bank, and at Salomon Brothers, Inc., Sam has also directed the financial assets for the family office of a wealthy New Jersey investor immediately prior to joining Citi Smith Barney. He began his career in the financial services industry at Arthur Andersen & Co.
     He is a member of the CFA Institute, the New York Society of Security Analysts, the Economic Club of New York, and the American Association of Certified Public Accountants (AICPA).

Mark Regan, CFA®
     Mark is an Associate Director, Wealth Advisor with FSW. He understands that operational excellence is vital to a client’s reassurance and strives to provide accurate performance data across a wide array of investment strategies. Previously, Mark worked for Berman Capital Advisors as an Investment Reporting Associate.
     Mark graduated from Kennesaw State University with a Bachelor of Business Administration in Finance. He obtained the CERTIFIED FINANCIAL PLANNER® designation in 2016 after completing the required coursework at UGA’s Terry College of Business.
     Away from the office, you may find Mark enjoying time outdoors, playing basketball, and spending time with friends and family.

Bill Algreen, CFA®
     Bill is a Senior Managing Director, Wealth Advisor at FSW. In this role, he partners with families to understand their complex needs and develops customized wealth planning strategies to help them achieve their personal and financial goals.
     Prior to joining FSW, he served at First Republic Investment Management as a Managing Director and Wealth Advisor. Before that, he worked at Constellation Wealth Advisors where he was a member of the firm’s Portfolio Management and Investment Committees. Early in his career, David served as Senior Vice President and Advisor at Citi Family Office, a division of Citigroup formed to serve the wealthiest and most sophisticated client families, for 10 years. He began his career at Wells Fargo.

Tyler Behrens,Senior Wealth Advisor
     Tyler serves as a Senior Wealth Advisor at FSW team. In this role, he works with clients to understand their personal and financial goals and provide customized solutions to meet their complex needs. He began his career at Merrill Lynch.
     Prior to joining FSW Group, Tyler worked as an underwriter at Texas Capital Bank (TCB), a mid-sized banking institution, focusing on structuring and analyzing commercial real estate debt opportunities. Prior to joining TBC, he worked as a credit analyst at Independent Financial.

Jooliana Hunter, Trading & Compliance Specialist
     Jooliana is the Trading & Compliance Specialist at FSW team. Jooliana has been with FSW for 8 years as a Client Services/Operations Manager. Previously, Jooliana worked at Bank of America as a teller. She worked at Wells Fargo for 3 years in compliance, coaching and training for software products, and team management. She has an exploratory mindset and is constantly seeking new avenues and creative ways to drive transformative partnerships.

Ginny Goodman,Investment Sales Associate
     Ginny serves as Associate, Marketing, She provides support to the other team members in FSW’s
Atlanta office, helping to ensure operations run smoothly.
Previous to FSW, Ginny worked for Berman Capital Advisors as an Executive Assistant. Prior to that, she worked in the Private Wealth Management division at Morgan Stanley as the Branch Manager’s Assistant for the Southeast Region. Before joining the wealth management industry, Ginny worked at Time Warner Cable as an Administrative Assistant for the Regional Manager of Accounts Payable.

Kelly Mobley
     Kelly is the Director of Client Services for FSW Private Wealth and plays a key role in enhancing the daily experience of Cresset clients. Kelly has over 10 years of experience in the financial services industry.
     Prior to joining FSW Group, Kelly was a Senior Account Executive at JPMorgan Securities for six years. Prior to that, she was an Account Executive at Credit Suisse for six years.
     Kelly enjoys volunteering at Camp Sunshine, an organization that enriches the lives of children with cancer and their families through year-round recreational, educational and supportive programs.

Amelie Arndt, Investment Advisor Assistant
     Amelie Arndt received a Bachelor of Science in Managerial Economics from the University of Heidelberg (Economics). She has lived in Hamburg, Germany for nearly 25 years. She is a self-employed person who owns a car beauty service shop and is also a part-time model. She is currently a full-time crypto investment/foreign exchange/stock field. She has been investing in crypto with FSW investment team for 3-4 years.
     After graduation, she also worked for one year at KKR (a global private equity firm) and Guggenheim Partners (a diversified financial services company covering asset management, securities and investment banking.)

Melinda Schneider,Investment Advisor
     Melinda Schneider is a wealth advisor of FSW Group. Since joining the FSW team in 2019, she has made rich investment profits in the investment market and has been recognized by many investment fans. With excellent service attitude, she is good at solving various problems of investors and patiently helping major investors to recognize market trading opportunities. With a sensitive, fast and efficient work spirit, she has consistently won the 2023 Industry Investment Elite Best Recognition Service Award. I believe that if you also get her service, you can also find a balance between career and investment and effectively build a stable investment portfolio.
Elevating founders, entrepreneurs, and ultra high net worth families
to harness financial wellbeing and simplify lifestyle complexity.
Billion* Nationwide Nationwide Across the U.S. We provide 1V1 dedicated service for our customers and provide 7*24 hours uninterrupted service; this means you can quickly get in touch with us no matter where you are Member's Data Must Be Secured So We Use Latest Security
Technique. We Check Regular Securities Flaws. When You Join Us It Becomes On Interest Bearing Asset That
Provides Strong Privacy Protections. The company engages in mulple investments like forex, CFD,
stock, cryptocurrency, real estate, and government bonds to generate
agreed ROI for its investors WHAT IS FSW Group?
WHAT IS FSW Group?
FSW Group guides your wealth from generation to generation, and is committed to operating with partners who share our values to achieve above-average risk-adjusted returns. Redefine the way you experience wealth through an independent family office built for flexibility.
     Melinda Schneider has nearly 5 years of asset and portfolio management experience and has worked as a professional trader, so she has a deep understanding of all aspects of the industry.
Reinventing
Family Office &
Private Wealth Management
Assets Serviced
$11.5
Households Serviced
16,000+
Offices
48
Merit Team Members and Partners
250
WHAT IS FSW Group?
FSW Group is a global asset management and investment company, your trusted financial partner, providing you with the support you need to help you navigate the challenges, transitions and triumphs in your life.
FSW Group is committed to providing professional investment services to customers, especially in the stock, foreign exchange, commodity, real estate, crypto and fund markets, we have rich investment experience and a professional investment team.
FSW Group INVESTMENT COMPANY is a transparent service provider that provides competitive, faster and professional team services. We have a professional service team of more than a thousand people in major financial centers around the world, such as London, Hong Kong, Japan, Australia and the United States. It is our job to plan important things for you. We have a dedicated team who want to teach you how to manage your money wisely, protect and invest the funds you accumulate, help you build a legacy and help the next generation realize their financial potential.
24/7 CUSTOMER SERVICE
PRIVACY & PROTECTED
MANAGEMENT PLAN
EASY BUSINESS PLAN
FSW Group
FSW Group Experience:
- We approach each opportunity with a direct, hands-on investing style.
- We offer investors a diverse set of opportunities, so they can decide where and when to invest.
- We deliver compelling risk-adjusted returns by working with partners who share our core values.
VALUES:
- We build long-term business partnerships, grounded in trust and respect.
- We align with our investors, co-investing in every investment opportunity.
- We persevere on every investment, with steadfast attention from beginning to end.
- We commit to complete transparency and putting our investors' interests first.
FSW Group Features
BEST SERVICE
GOOD SECURITY
FUTURE GOALS
DIGITAL MEDIA
GIVING EDUCATION