Our Leadership
Executive Leadership
At Safeguard Security Inc, our purpose is to work together to build better financial futures for our clients. We believe investing over the long term is critical to achieving that. As a family and management-owned company, we think generationally about the services we build and how we invest on our clients' behalf.
Our focus is delivering sustainable investment returns while managing our impact on society and the environment. We incorporate sustainability into our operations and investment process, partnering with investee companies to operate more sustainably—delivering long-term returns and a better future for all.
Leadership & management structure
Our team is organized across four management levels—from the executive office through department leadership—so clients and partners know who leads each function.
Executive Office
Firm-wide strategy, governance, and stakeholder accountability.
Von Levinson
Chief Executive Officer
C-Suite & Corporate Officers
Enterprise finance, operations, risk, and legal oversight.
William M. Koenig
Chief Financial Officer
Denielle Morse
Chief Operating Officer
Elena Vasquez
Chief Risk Officer
Marcus Whitfield
General Counsel
Senior Leadership
Regional mandates, strategic transactions, and key client relationships.
Robert Murray
Senior Partner & VP
Amanda Torres
Head of Mergers & Acquisitions
Peter Mooney
Managing Director, Asia-Pacific
Sophia Chen
Director of Client Strategy
Department Management
Portfolio, research, and asset-class leadership across investment teams.
Michael Armor
Senior Portfolio Manager
Jeffrey Anderson
Senior Portfolio Manager
Jonathan Cummings
Director of Research
David Nakamura
Head of Fixed Income
FAQ
Is Safeguard Securities regulated?
YES. Absolutely. Our fiduciary license dictates that we must conduct and operate under the bounds of the law, thus it is safe to invest with us.
How do I own a fraction of a share?
Through our Fractional Share Program, clients can access blue-chip equities and premium ETFs with precision allocations, enabling institutional-level diversification at any investment size.
What is the minimum deposit amound on Safeguard?
For individual brokerage accounts, the minimum initial deposit is $2,500. Institutional and managed accounts require a minimum of $25,000. Contact our advisory team for details.
What is Safeguard's Popular Investor program?
Our Managed Account Program pairs qualified investors with our top-performing portfolio managers. Each strategy is independently audited and transparent, giving you direct exposure to institutional-caliber investment approaches.
Do I own the stocks I buy?
Yes. All equity positions are held in your name with our SIPC-insured custodian, ensuring full beneficial ownership and regulatory protection.
Why do I need to add funds to open my position?
All positions require sufficient settled funds or approved margin. Our platform enforces pre-trade compliance checks for every order.