Our Investment Advisory Team

Ejecutivos

Ross Gerber

Presidente y CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki, CFP®

Vicepresidente y COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Socios directores

Zachary Bainter

Socio Director

Education UCLA, B.A.

Hatem Dhiab

Socio Director

Education CSULA, B.A.

Second Language: French, Arabic

Matthew Iantosca

Socio Director

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Socio Director

Education UCLA, B.A. University of Florida, Masters

Asesor de Inversión Representantes

Michael Baker

Asesor de Inversión Representante

Education San Diego State University, B.A.

Robert Castillo, ADPA

Asesor de Inversión Representante

Education UCLA, B.A.

Second Language: Spanish, French

Ben Dunbar, CFP®

Investment Group Leader

Education Cal Poly, B.S

Greg Fields

Asesor de Inversión Representante

Education Furman University, B.A. University of Virginia, Ph.D., A.B.D.

Second Language: Russian

Steven Gui

Asesor de Inversión Representante

Education California State University Northridge, B.S.

Kaytlin Hall

Asesor de Inversión Representante

Education Roger Williams University, B.A. California Lutheran University, M.B.A.

Francine Lai

Asesor de Inversión Representante

Education UCSD, B.A.

Second Language: Chinese

Nick Licouris, CDFA®

Asesor de Inversión Representante

Education California Polytechnic University, B.S.

Julie Logsden

Asesor de Inversión Representante

Bryan Miranda

Asesor de Inversión Representante

Education UCLA, B.A.

Bryan Schimmel

Asesor de Inversión Representante

Education Indiana University, B.A.

Brett Sifling

Asesor de Inversión Representante

Education Loyola Marymount University, B.A.

Elijah Souza

Asesor de Inversión Representante

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Asesor de Inversión Representante

Education UCLA, B.S.

Corporativo

Nico Anduze

Client Services Associate

Education UCLA, B.A.

Christine Bondurant

Human Resources Specialist

Education USC, B.A.

Raquel Davies

Operations And Marketing Associate

Education Mackenzie Presbyterian University, B.A.

Second Language: Portuguese

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Michelle Silliman

Operations Manager

Education University of Southern California, B.A.

Wyman Sung

Oficial Financiero

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A