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When creating liquidity, it's the thought that counts. 

Intelligent Edge is our name and for good reason. For us, it means applying our experience and instinct to devise the absolute best solution for each and every client and each and every transaction.

Contact us to learn more about how we can give you and your clients an Intelligent Edge.

Thomas J. Boczar, ESQ., LL.M., CFA

Chief Executive Officer

(212) 308-3345

Tom Boczar is Chief Executive Officer of Intelligent Edge Advisors, a New York City based investment banking and capitalmarkets boutique focusing on the tax-efficient monetization of concentrated wealth. The firm focuses on...

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Nischal Pai, CFA

Managing Director, Head of Hedging & Structured Solutions

(212) 308-3343 ext 227

Nischal Pai, CFA joined Intelligent Edge Advisors in 2009 as Managing Director and Head of Hedging & StructuredSolutions. As part of his responsibilities, Nischal advises clients on hedging and monetization strategies to mitigate...

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Marlene Taddeo

Senior Vice President, Director of Marketing & Administration

(212) 308-3343 ext 222