Our Investment Advisory Team

Ejecutivos

Ross Gerber

Presidente y CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki, CFP® CPWA®

Vicepresidente y COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Socios directores

Zachary Bainter, CFP®

Socio Director

Education UCLA, B.A.

Hatem Dhiab

Socio Director

Education CSULA, B.A.

Second Language: French, Arabic

Ben Dunbar, CFP®

Socio Director

Education Cal Poly, B.S

Matthew Iantosca, CFP®

Socio Director

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Socio Director

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

Asesor de Inversión Representantes

Nico Anduze

Asesor de Inversión Representante

Education UCLA, B.A.

Hugo Avamilano Alvarez

Asesor de Inversión Representante

Education Fundação Getulio Vargas, B.S. UCLA, Certificate in Finance

Second Language: Portuguese, Spanish

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

Kyle Clark

Asesor de Inversión Representante

Education Loyola Marymount University , B.A.

Greg Fields

Asesor de Inversión Representante

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

Second Language: Russian

Kaytlin Hall

Asesor de Inversión Representante

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

Ziad Hijazi

Asesor de Inversión Representante

Education Cal Poly, San Luis Obispo, B.S.

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.

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, CFP®

Asesor de Inversión Representante

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Asesor de Inversión Representante

Education UCLA, B.S.

Corporativo

Shontell Camp

Office Administrator/Executive Assistant

Education University of Missouri, B.A.

Raquel Davies

Marketing And Events Coordinator

Education Mackenzie Presbyterian University, B.A.

Second Language: Portuguese

Mia Elena Samson

Executive Assistant

Education Loyola Marymount University, B.S.

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Alan Michnoff

Social Media And Marketing Associate

Education Chapman Univeristy, B.F.A

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Wyman Sung

Oficial Financiero

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A