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Head Office +1 323 990 2306

2710 Crow Canyon San Ramon

Mon - Fri:08:00 AM - 05:00 PM

About Synergy Alliance MG

Our Mission & Values

Synergy Alliance MG has a rich history that spans back to its establishment in 2003. From its inception, the company set out to revolutionize the investment industry by offering innovative solutions and exceptional service to its clients. In its early years, Synergy Alliance MG focused on building a strong foundation of expertise and market knowledge. The founding team, composed of seasoned professionals with extensive experience in finance and investment, brought a wealth of industry insights and a shared vision for creating a client-centric firm.

During its formative years, the company quickly gained recognition for its disciplined investment approach and commitment to transparency. By prioritizing the needs of its clients and aligning its strategies with their goals, Synergy Alliance MG established a reputation for delivering consistent returns while managing risk effectively. As the company grew, it forged strategic alliances with key partners and experts in various sectors. These partnerships allowed Synergy Alliance MG to expand its investment opportunities, access specialized insights, and stay ahead of emerging trends. By leveraging the collective knowledge and expertise of its network, the company strengthened its position as a leader in the financial industry. Throughout its history, Synergy Alliance MG remained committed to innovation and adopting advanced technologies. Recognizing the transformative power of technology, the company embraced cutting-edge tools and platforms to enhance its investment processes, improve client communication, and provide real-time access to investment information.

Over the years, Synergy Alliance MG has weathered market fluctuations and economic challenges, demonstrating its resilience and adaptability. Its unwavering dedication to client satisfaction, ethical practices, and long-term relationships has helped the company build a loyal client base that spans across individual investors and institutional clients. Today, Synergy Alliance MG continues to evolve and expand its services to meet the changing needs of its clients. The company remains committed to its founding principles of excellence, integrity, and customer-centricity. With a solid track record and a forward-thinking approach, Synergy Alliance MG is poised to continue its growth and make a positive impact in the investment industry for years to come.

Experts Services That We Render

Our Experts Team

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Charles Nicholes
CEO and President

Experience: 38 Years

Business Line: Private Equity, Strategy, Finance and Accounting

Email: charlesnicholes@synergyalliancemg.com
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Mary Agnes Greco
Head Of Investment

Experience: 35 Years

Business Line: Private Equity, Credit, Real Estate, Finance and Accounting

Email: maryagnesgreco@synergyalliancemg.com
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David Fernando
financial Manager

Experience: 27 Years

Business Line: Private Equity, Finance and Accounting

Email: davidfernando@synergyalliancemg.com
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Darren Leemen
Team Leader

Experience: 21 Years

Business Line: Global Client Solutions, Strategy

Email: darrenleemen@synergyalliancemg.com