At CORAL Investment Partners, we’re dedicated to helping you make the most of your success. We’re focused on helping you plan for tomorrow, make informed decisions and explore new opportunities. Through our commitment to providing a client-focused, family office-like environment, we help you find answers to your most pressing questions about your wealth and life. We welcome your involvement in that process—in fact, we require it. Your active participation is key to helping us better understand what you want and need and to giving you the confidence to pursue your goals.
Russell Rabito, Mark Zeller and Reed Fawley have been recognized as industry leaders
- Russell Rabito, Forbes Best-In-State Wealth Advisors, 2019
- Russell Rabito, Barron’s Top 100 Financial Advisors, 2013 – 2019
- Russell Rabito, Barron’s Top 1,200 Financial Advisors, 2014 – 2020
- Russell Rabito, Barron’s Top 1,000 Financial Advisors, 2011 – 2013
- Russell Rabito, Financial Times 400 Top Financial Advisers, 2013 – 2019
- Mark Zeller, Forbes Best-In-State Wealth Advisors, 2019
- Mark Zeller, Financial Times 400 Top Financial Advisers, 2018, 2019
- Reed Fawley, Forbes America's Top Next Generation Wealth Advisors, 2018
CORAL Investment Partners is proud to have been recognized as an industry leader
- Ranked in Barron’s “Top 50 Private Wealth Advisory Teams” 2019
A 20-plus year veteran of managing substantial portfolios, Russ brings decades of financial experience to bear in his role as chief investment officer of our team. He has taken on every type of market environment, giving him the clarity to deliver fact-based insight to navigate whatever financial questions you may have. From business owners and executives to individuals and families, you can consider yourself covered when it comes to your financial decision making.
A disciplined process shapes your plan
An entire team committed to working for you
We believe our investment management experience, combined with our financial planning insight, continues to earn our clients’ confidence year over year. But we’re also told it’s our focus on service and relationships—putting your needs and best interests first—that our clients truly value.
We’re consistent communicators who stay connected with you, your family and your evolving life. There’s no guesswork about where you stand and what you need to do to pursue a goal—from managing a concentrated stock position to developing a sustainable spending plan today and through retirement.
All told, we receive the greatest satisfaction from sharing in your successes and milestones. We are grateful for your loyalty and look forward to serving you and generations of your family in the years ahead.
Institutional advisory services for foundations and not-for-profit organizations
Many of our clients have corporate and nonprofit relationships that can benefit from our fact-based approach, data-driven decision making and personalized service. Speak with us to learn more about how our team can put our institutional knowledge to work for your organization.