Our Team Based Approach Makes Our Advisors Extraordinary
Whole Wealth Advisors™ do a lot more than help you with investment decisions. We counsel you on how to leave a legacy in the world. We support you through divorce and death. We coach you through career transitions.
Whole Wealth Advisors™ deliver excellence. We believe the days of working with a traditional Financial advisor for your complex range of needs are over, that’s why we take a centralized team-based approach.



Lawrence Ford
Founder & CEO, CCO
- Group:Asset Management, Conscious Capital Team
Lawrence Ford
Founder & CEO, CCO
Mr. Ford has dedicated much of his life to being a bridge between the modern world of business and the ancient world of wisdom, dubbed the “Shaman of Wall Street” by the Washington Post, with The Economist Magazine referring to Lawrence as a “man of two worlds”. Lawrence is both “The Finance Guru”(as named by NPR) and “Spiritual Advisor” (by the Retirement Income Journal).
Mr. Ford has had a long estimable career as an Entrepreneur, Financial Advisor, and Consultant, helping both large organizations and individuals through transition and crisis, as a top leader and consultant in the Financial Investment Industry through his speaking and private practice.
In 1998, Ford was named one of six people to form the Citigroup Advisors Committee, which was tasked to oversee the marketing and cross-selling challenges that resulted from the historic $70 billion merger of Travelers and Citibank.
He is highly regarded as a leader on the best practices of what the industry calls ‘client retention and cross sales’ processes. Because of this, he has been called-in to assist with several large, complex, international financial services organizations during their times of crisis and transition.
In 2001 Mr. Ford was also one of the pioneers in what the industry now calls “Robo Advisors” while he was the Senior Vice President for a hundred-person early stage company called Direct Advice. In 2008, Ford was engaged as Senior Vice President of Investment Services, to head-up the investment management business for a national retirement plan administration and investment management company with $10 billion of AUM. In 2011, he worked with GuidedChoice and the esteemed Dr. Harry Markowitz (Nobel Prize winner for Modern Portfolio Theory) to help democratize financial advice for retirement plan participants via advancements in technology.
He served as Co-Chair of RIIA’s Retirement Income Industry Association (Retirement Income Industry Association) Member Services Business Unit, and consultant to the RIIA-RMA (Retirement Management Analyst) Governance/Oversight Committee.
Additionally, Ford has published articles in numerous business periodicals, and has been a featured speaker at events and conferences including The Stanford University Entrepreneurial Conference, and a keynote at Quinnipiac University’s Dean’s Distinguished Speakers Series. Ford was one of the first state appointed Patient Advocates for nursing homes in the State of Connecticut and has devoted over 15 years designing, funding, and championing Word-Start – an early child reading and empowerment program.
Mr. Ford is an Accredited Investment Fiduciary.
He is passionate about preserving and promoting ancient wisdom for modern times through his writing and teachings, most notably with his thought-provoking book, ‘The Secrets of the Seasons’, a powerful transformational tool, designed to help its readers live their unique reason for being here. Lawrence Ford is deeply committed to the vision of leveraging the power of money to help make the world a better place. This is keenly observed with Mr. Ford’s Future Capital initiative in collaboration with the United Nations Office for Partnerships with the vision to realize a fully operational and conscious economy.

Michael Mancusi
Wealth Manager, RICP®, CFF
- Group:Conscious Capital Team
Michael Mancusi
Wealth Manager, RICP®, CFF
Certified Financial Fiduciary®
Five Star Wealth Manager – Connecticut & Westchester Magazine – Multiple Years Since 2010
“Put first things first and we get second things thrown in: put second things first & we lose both first and second things” – C.S. Lewis
This quote from C.S. Lewis properly captures my core belief about Wealth Management. There can be many moving parts and most of them rely on each other to create a successful outcome. This is the reason why I am passionate about taking a holistic approach and have done so for over 21 years. Much like the first step in building a home, ship or skyscraper is creating a blueprint, the same must be applied to creating a successful personal financial journey.
I’ve been asked if I could describe in one word what I truly am to a client; there could many answers, but the one I believe above all is: Advocate.
My belief of the importance and impact that financial health has from a psychological standpoint leads me to take a deeply personalized approach. I believe that it is crucial for people to have an advocate on their life management team that truly cares about their health; financially, physically, and mentally.
*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that s/he will experience a certain level of results if a Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of a Financial Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Greg Berry
Whole Wealth Advisor™
- Group:Conscious Capital Team, Whole Wealth Advisors™
Greg Berry
Whole Wealth Advisor™
I’m Here For A Reason
I’m here because money is a major lever for change, at any level. Whether the purchase of a home, conscious consumption, aligning investments with personal values, or implementing a grand philanthropic plan, the way we use money helps to shape our world, and our legacy. Collectively, the way we earn, save, spend, and invest money dictates the trajectory of human culture and society. It can be tricky – for people with progressive values, evolved world-views, or spiritual practices to responsibly align their money with their values. I’m here because I love working with people to demystify their finances, and to find deep comfort and peacefulness in their relationship with money.
My Journey Into Power
My journey into power has evolved upon three paths, entrepreneurship, self-improvement, and wilderness travel. For thirty years, I’ve been an entrepreneur, advisor, and investor with a passion for using business to make a positive impact since my mid-teens. I’ve been blessed to build several businesses in the world-renowned start-up ecosystem of Boulder (and Denver) Colorado and across the globe, where I’ve developed an extensive network of entrepreneurs, investors and professionals committed to innovation at scale. During those same thirty years, my self-improvement path has led me to a deep tai-chi practice, and a spiritual community that inspires and humbles me daily. For over forty years, travel in the wilderness has helped me develop the skills and perception of a humble human on a planetary scale. I have built fitness, confidence, and tools to survive in the natural environment that used to be our home.
Aligning Being With Doing
From my mid-teens, people have been coming to me for advice. I still hear, “I’ve never told anyone this, but……” at least once a month. That tells me that I’m a natural advisor. Blending in my insatiable curiosity, three decades of leadership in this deep entrepreneurial culture, and exploration of diverse spiritual philosophies makes me uniquely qualified to help business owners, progressive thinkers, and people of all walks of life moving through mid-life transitions, make responsible financial decisions that integrate their values, families, and deeper questions into living a whole and fulfilling life. I have been advising friends, peers, and colleagues for decades. In 2017, I formally became a wealth advisor, and have built a strong business in a short period of time. I come to Conscious Capital Wealth Management excited to integrate my focus on Whole Wealth Advisory with a great team and resources. I am so excited to continue to empower my network of progressive entrepreneurs, mid-life transitioners, and beautiful humans who are passionate about living their dreams and aligning their investing with their values.

Sivan Milstein
Project Coordinator Specialist
- Group:Conscious Capital Team
Sivan Milstein
Project Coordinator Specialist
I’M HERE FOR A REASON
As a Project Coordinator Specialist here at Conscious Capital, I’m able to deliver upon my childhood commitment to do good in this world. I rely on BA and MSc degrees, combined with over a decade of experience to help optimize and streamline business operations and customer relations practices and making sure we are all fully coordinated as a team.
MY JOURNEY INTO POWER
I’m lucky to have been nurtured by loving parents and siblings. They provided the foundation for my power today. This power took on a new shape in me as I observed humanity becoming more mindful over the past few decades. Conscious Capital is an important stop on my path to harness my power to benefit others.
ALIGNING MY BEING WITH MY DOING
I am a team player, the glue between the cracks. I make sure that we are balanced and coordinated, internally and externally, and that we are well communicating our needs, translating them into actions. This is how I align my being with my doing – by making sure we work together in concert – all for your benefit.

Karim Mawji
Asset Manager
- Group:Asset Management, Conscious Capital Team
Karim Mawji
Asset Manager
Mr. Mawji has 25+ years of investment and business experience, including 19+ years as an event-focused fundamental investor. He is a principal investor and entrepreneur who has also served as an M&A and restructuring advisor and operator of troubled companies with several firms including Morgan Stanley.
Before launching Eagle Talon Partners, Mr. Mawji founded Paragon Intel, a fintech alternative data analytics company that translates management behavior into actionable investment ideas. As an investment manager during the prior 15+ years, he founded special situations hedge fund Dentonia Park Capital Management and held Portfolio Manager and Investment Analyst positions at several New York hedge funds. He also served as Advisory Director of a private company and as interim CFO of a public company.
When Mr. Mawji is not building businesses or investing in companies, you can find him spending time with his family and dog, on a yoga mat, or around the squash and badminton courts.





