Who We Are

Leadership and Team
Under the leadership of Matt Ludmer, the Aligned Wealth team provides sophisticated wealth management services grounded in technical expertise, personalized advice, and a commitment to helping clients achieve lasting financial well-being. Supported by the Board's diverse insights, the staff delivers an integrated approach that aligns financial decisions with each client's broader values and life goals.

Board of Advisors
Aligned Wealth is guided by a distinguished Board of Advisors that includes respected financial industry leaders, best-selling authors, and accomplished teachers of mindfulness, meditation, and other personal development disciplines. Their collective perspectives help shape the firm's long-term vision and philosophy.

Following two decades leading premier events at New York City’s most-storied institutions, Director of Innovation and Technology Raul brings his mastery of cutting-edge technology to create innovative tools for Aligned Wealth clients. In addition to curating and optimizing meaningful experiences for the Aligned Wealth community, Raul is a content creator and professional coach, specializing in mindset development rooted in the principles of True Wealth and other transformative practices.

As Director of Marketing, Susan's extensive background includes roles as Director of Marketing at Charles Schwab; VP, Brand Management at Mastercard; Executive Director of Marketing and Communications for the Wealth Management Division of Morgan Stanley; and Chief Marketing Officer in the Consumer Assets Division at Citibank. On the ad agency side, she was Account Supervisor on the TIAA account at Ogilvy & Mather. 

Leticia Reyes-James is an operations leader and digital marketing professional with expertise spanning community management, finance, event production, and brand building. From 2017 to 2021, she served as Center Director at The Aligned Center in Westchester County, overseeing full-scale operations including facilities, vendor relations, budgeting, payroll, HR, and executive administration. She has since returned to the organization in a focused accounts payable and administrative capacity.

Kristin is an award-winning author, narrative strategist, and mindfulness meditation teacher. She is the co-author of The Right Mountain with founder Matt Ludmer. She serves as a Strategic Advisor and has helped guide the firm’s redefinition of wealth and the paradigm shift it represents. Kristin works closely with the Aligned Wealth team to ensure that True Wealth principles are integrated across all aspects of the firm.

Evan Wildstein spent 30 years at Kohlberg, a Mount Kisco-based private equity firm, where he served as a Senior Partner and member of the investment committee for 25 years. Over his career he was involved in leveraged buyouts, mergers and acquisitions, recapitalizations, and growth equity investments spanning a broad range of industries, contributing to portfolio company boards and strategic decision-making. He currently serves as Senior Adviser to Kohlberg and Senior Managing Director and Vice Chairman of the United States Office of Strategic Capital, which is dedicated to national security investments. 

Josh Tarasoff is Managing Member of Greenlea Lane Capital Management, LLC, a Connecticut-based investment firm he founded in 2006. Greenlea Lane makes long-term investments in quality companies.

Tara Bennett-Goleman is a psychologist, teacher and author known for integrating mindfulness, Buddhist psychology, and cognitive therapy to overcome emotional habits. Her most notable work is the New York Times best-seller Emotional Alchemy: How the Mind Can Heal the Heart, which has been translated into 27 languages. She also wrote Mind Whispering: A New Map to Freedom from Self-Defeating Emotional Habits.

Daniel Goleman is a psychologist and science journalist who popularized the concept of emotional intelligence, notably through his bestselling book, Emotional Intelligence. A longtime writer for The New York Times, he has authored influential books on leadership, focus, and social intelligence. Goleman has also co-founded the Collaborative for Academic, Social, and Emotional Learning (CASEL) and frequently advises organizations on leadership, education, and behavioral science.