Our Investment Advisory Team

Ejecutivos

Ross Gerber

Presidente y CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki

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

Robert Castillo, ADPA

Asesor de Inversión Representante

Education UCLA, B.A.

Second Language: Spanish, French

Michael Baker

Asesor de Inversión Representante

Education San Diego State University, B.A.

Ben Dunbar

Investment Group Leader

Education California Polytechnic University, B.S

Greg Fields

Asesor de Inversión Representante

Education Furman University, B.A. University of Virginia, M.A.

Second Language: Russian

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

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.

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

Client Experience Associate

Education USC, B.A.

Raquel Davies

Operations And Marketing Associate

Education Mackenzie Presbyterian University, B.A.

Second Language: Portuguese, Spanish

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.

Wyman Sung

Oficial Financiero

Education UC Riverside, B.A.

Evan Tanaka

Marketing And Social Media Director

Education California State University Northridge, B.S University of Oregon, M.B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A