Our Team
ALLAN DADGAR
CEO & CCO
Allan Dadgar is the CEO and CCO of Elite Wealth Management and Lattice Capital Management. He is also CEO of Elite Accounting and Financial Services, an accounting firm with an emphasis on investment and tax strategies for high-net-worth individuals, family offices and small to medium-sized businesses. Previously, he was the Director of Global Services for Cadence Design Systems, an electronic design automation company. Mr. Dadgar received a B.S. in Electrical Engineering from Seattle University, an M.S. in Electrical Engineering from Washington State University and an M.B.A. from Seattle University.
FARIBA RONNASI
Chief Investment Officer & Portfolio Manager
Fariba Ronnasi is the Chief Investment Officer & Portfolio Manager for Elite Wealth Management. Ms. Ronnasi began her investment career at Keycorp where she established the Technology Group for the Private Bank and managed the Private Banking division. In December of 1999, Ms. Ronnasi joined Citicorp as Business Development Manager for Citicorp Private Bank. Ms. Ronnasi went on to join Columbia Management in February of 2001 and spearheaded their Private Wealth division as Managing Director. In 2004, Ms. Ronnasi founded Elite Wealth Management, Ms. Ronnasi received both her Bachelor’s and her Master’s degree from Seattle University with concentrations in Finance.
YINMO WANG
Senior Analyst & Trader
Yinmo Wang, CFA, serves as Senior Analyst and Trader at Elite Wealth Management and Lattice Capital Management. With a strong background in financial analysis and portfolio execution, he plays a key role in driving investment strategies and trade operations across both firms.
Prior to his current roles, Mr. Wang designed custom client solutions and evaluated performance reporting at Financial Concepts Unlimited. He also performed corporate finance and accounting functions directly supporting the Chief Financial Officer at Systems Plus. An accomplished academic and credentialed professional, Mr. Wang holds a B.S. in International Finance from Fudan University in Shanghai, an MBA from Montreux, Switzerland, and both a Master of Science in Finance (MSF) and a dual Master of Science in Engineering Management (MSEM) and Systems Engineering (MSSE) from The George Washington University. He is also a CFA® charter holder. 
TERRY THOMASON
Senior Investment Advisor
Terry Thomason, Senior Investment Advisor at Elite Wealth Management, brings over two decades of financial expertise to advising high net worth individuals, families, business owners, and corporate executives on comprehensive wealth management strategies. His practice focuses on customized portfolio construction, retirement and liquidity planning, concentrated stock management, and tax-efficient wealth preservation integrated with long-term estate objectives.
Mr. Thomason holds a bachelor’s degree in business administration and began his professional career at The Boeing Company in 1997, holding key corporate and analytical roles before transitioning into financial advising in 2006. Drawing on a strong foundation across corporate business, real estate, and financial planning, he delivers strategic, multi-faceted guidance designed to help clients navigate complex financial landscapes and achieve sustained wealth growth.
EMILY FIX
Operations Manager
Emily Fix serves as Operations Manager, bringing over 15 years of financial industry experience alongside 20 years of military service as a Navy Reserve Seabee. Her time in the Reserve built the strong leadership, operational discipline, and sharp problem solving skills that define her work today.
In her role, Emily leads day to day operations with a heavy focus on attention to detail, team support, and building lasting professional relationships. Her background combines deep practical finance experience with solid academic credentials, making her a dependable driver of the firm’s growth and execution.
Emily holds a B.S. in Organizational Leadership and an MBA with a concentration in Project Management.
ROBERT LYBBERT
Paraplanner
Robert Lybbert serves as a Paraplanner at Elite Wealth Management, where he bridges high touch client service with robust operational strategy. Over a five year tenure, he has helped build the firm’s operational infrastructure while supporting more than 600 client households representing approximately $1 billion in assets under management.
In a dual capacity, Robert also leads hedge fund operations for sister firm Lattice Capital Management. In this role, he oversees reporting systems, optimizes team workflows, and ensures seamless cross firm execution. His career is distinguished by a balance of technical analytical rigor and client facing leadership regularly distilling complex market data and portfolio metrics into clear, actionable guidance during quarterly reviews.
Robert began his financial services career at KeyBank, where he rapidly advanced from Personal Banker to Branch Manager within his first year. In that position, he directed full branch operations, business development, and staff leadership. He holds a Bachelor of Arts in Business Administration with a concentration in Finance from Western Washington University.