Team | Icebridge Financial

Meet the team

How decisions are supported at IceBridge

Our clients don’t hire a single advisor or a large in-house team. They rely on a coordinated advisory platform designed to reduce blind spots, conflicts, and execution risk.

Judgment at IceBridge is centralized. Execution is specialized. Decisions are coordinated internally and informed by domain experts across tax, legal, insurance, reporting, and cross-border disciplines when relevant.

This structure avoids unnecessary overhead while ensuring access to deep expertise across legal, tax, insurance, reporting, and cross-border matters.

Advisory Structure

Responsibilities within IceBridge are intentionally separated to preserve clarity and accountability:

• Judgment & coordination — central oversight of complex decisions
• Execution & operations — implementation, reporting, and follow-through
• Specialist advisory — domain-specific expertise engaged where required

This structure allows decisions to be evaluated across disciplines before they harden into irreversible outcomes.

Anatoly Iofe

International Financial Advisor Anatoly has over 25 years of experience solving complex financial objectives for some of the most prominent global families, businesses, and governments. During his tenure in the financial services industry, Anatoly has successfully structured and executed over USD 20 billion worth of financial transactions, globally. Prior to creating IceBridge Financial, Anatoly was the Head EMEA and US Dedicated Desk @ UBS Global Wealth Management, concentrating on helping his globally based clients with investments, financing, and risk management. Earlier in his career, he worked at UBS Investment Bank in London, UK, as Managing Director, Head of Emerging Markets Financing, based in London and Zurich. Before UBS, Anatoly held various senior roles Merrill Lynch, Deutsche Bank, National Bank TRUST, Bank of America and Wells Fargo Bank. Anatoly graduated from Leningrad Restaurant Management & Culinary Arts College, and holds a Master of Business Administration from University of Florida. Anatoly speaks English and Russian. Anatoly is an Official member of Forbes Finance Council. He holds CPWA®, CEPA®, CDAA® and DACFP® designations, and completed Algorithmic Trading program at Oxford University, UK.

Elizabeth Cope

Head of Compliance In her role Elizabeth addresses various compliance-related matters through a collaborative outsourced approach. Elizabeth has over 21 years of experience in the Financial Services Industry. Elizabeth is not affiliated or registered with The Leaders Group.

Aleksandra Anikandrova

Client Experience Associate In her role, Aleksandra oversees all operational aspects and day-to-day requirements of client relationship, to ensure the best possible client investment experience. Aleksandra is not affiliated or registered with The Leaders Group.

Benjamin Miller

Asset Protection & Estate Planning Benjamin Miller is an Attorney at Meltzer, Lippe, Goldstein & Breitstone, LLP. He's with Counsel to the firm’s Trusts & Estates, Private Wealth & Taxation, Tax Exempt Organizations and Business & Real Estate Taxation Practice Groups. Benjamin is not affiliated or registered with The Leaders Group.

Michael Diaz, Jr.

International Law Florida Bar Board Certified International Litigation and Arbitration attorney Michael Diaz is a multilingual litigator, trial lawyer, and arbitral advocate with 38 years of experience advising clients, trying cases, and negotiating resolutions to complex civil, arbitral and criminal disputes. Michael is the Global Managing Partner of a Miami-headquartered Diaz Reus Law Firm. Michael is not affiliated or registered with The Leaders Group.

Jonathan Z. Schiller

Marital and Family Law Mr. Schiller is a Florida Bar Board Certified Specialist in Marital and Family Law and a Fellow of the American Academy of Matrimonial Lawyers. He's a partner at Brinkley Morgan Law Firm Jonathan is admitted to practice law in Florida, Illinois and in the U.S. District Court for the Northern District of Illinois. He is a member of the family law sections of the American Bar Association and the Florida Bar Association, and a member of the Broward, Dade, Illinois, and South Palm Beach County Bar Associations. Jonathan is not affiliated or registered with The Leaders Group.

Lisa Pacillo

Property and Casualty Insurance Risk management advisory, and various insurance protection: Luxury home and condo Yacht and Jet Umbrella Flood Ransom, kidnaping and extortion E&O and D&O Workers compensation General Liability Lisa is the owner of "All Risk Insurance" , Florida based insurance agency. Lisa is not affiliated or registered with The Leaders Group.

Charles Raether

Immigration Law Mr. Raether is licensed to practice in Virginia and New York. Charles is the Founder and Managing Partner of AmLaw Group – a top-tier U.S. business immigration law firm. Charles is not affiliated or registered with The Leaders Group.

Valentina Shegoyan

Global Real Estate Advisory Valentina has over 20 years of experience in Global Real Estate. She's the founding partner of Operational Real Estate Investment Management (OPREIM), a UK based Real Estate Advisory Boutique. Earlier in her career, Valentina spent over 8 years at UBS Investment Bank in London, covering largest real estate investors, REITs and developers across EMEA region. Valentina is not affiliated or registered with The Leaders Group.

Marsha Lipton, PhD

AI, Art and Art Security Marsha is the founder and CEO of Numeraire Future Trends, Abu Dhabi based technology company, dedicated to preserving the legacies behind the art and luxury worlds’ most valued creations. She has co-authored several patents on cutting-edge technologies such as Digital Product Passports and Digital Product Fingerprints. Marsha holds a PhD in Physical Chemistry and an MBA from the University of Chicago Booth School of Business. Marsha is not affiliated or registered with The Leaders Group.

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Andrew Dean

Yacht Brokerage Luxury yacht sales and charter. Andrew is one of the top yacht brokers at HMY Yachts Andrew is not affiliated or registered with The Leaders Group.

Jane Oseeva

Global Citizenship Advisory Jane has over 18 years of experience advising wealthy clients on global citizenship by investment programs and real estate investments. She is a Vise President at Arton Capital, a global consulting form, specializing in Global Citizens by investing. Jane is not affiliated or registered with The Leaders Group.

Matthew Major

Health Insurance Individual and group health insurance in the USA. Matthew is the owner of "Major Insurance, a Florida based insurance agency. Matthew is not affiliated or registered with The Leaders Group.

Eva Iofe

Data Science Analyst Eva is responsible for conducting research related to IFG's operations, compliance related topics, cross-border rules and regulations, etc. She's not affiliated or registered with The Leaders Group.