Ilana works alongside her mother, Linda Ossad, in New York, bringing a thoughtful, relationship-driven approach to working with clients. With more than 15 years of experience in the corporate art world, Ilana has dedicated her career to helping individuals and organizations navigate important, high-value decisions with confidence. Her approach is rooted in attentive listening, thoughtful consultation, and proactive relationship management, enabling her to understand each client's unique goals and provide highly personalized guidance.

As a Registered Representative and Investment Adviser Representative holding Series 7 and 66 registrations, Ilana brings those same client-first principles to helping individuals and families simplify financial decisions and build strategies that align with their long-term objectives.