Our Investment Advisory Team
Executives
Vice President and COO
Education Univ. of Redlands, B.S.
Second Language: Portuguese
Managing Partners
Managing Partner &
Director of Wealth Management
Education Loyola Marymount University, B.A.
Managing Partner
Education UCLA, B.A. University of Florida, Masters
Second Language: Hebrew
Investment Advisor Representatives
Investment Advisor Representative
Education San Diego State University, B.A.
Investment Advisor Representative
Education California Polytechnic State University, B.S.
Investment Advisor Representative
Education UCLA, B.A.
Second Language: Spanish, French
Investment Advisor Representative
Education Western New England University, B.S. Univ. of Saint Joseph's School of Pharmacy, Doctor of Pharmacy
Second Language: Portuguese
Investment Advisor Representative
Marketing & Social Media Manager
Education Loyola Marymount University, B.S.
Investment Advisor Representative
Education Furman University, B.A. University of Virginia, Ph.D., A.B.D.
Second Language: Russian
Investment Advisor Representative
Education Roger Williams University, B.S. California Lutheran University, M.B.A.
Investment Advisor Representative
Education UCSD, B.A.
Second Language: Chinese
Investment Advisor Representative
Education California Polytechnic University, B.S.
Investment Advisor Representative
Education Loyola Marymount University, B.A. Loyola Marymount University, MBA
Corporate
Senior Compliance Manager
Education Pepperdine University, B.A.
Second Language: Spanish, Italian
Client Services Associate
Education Loyola Marymount University, B.A.
Second Language: Spanish
Client Services Associate
Education Cal State University Northridge , B.A.
Second Language: Armenian
Client Services Specialist
Education Cal State University, Northridge, B.S.
Second Language: Spanish
Social Media & Marketing Associate
Education California Polytechnic State University, B.S.
Second Language: Spanish
Tax and Accounting
Tax & Accounting Manager
Education Excelsior College, B.S. University of Southern California, Master of Business Taxation
Director of Tax
Education University of Albany, B.S. University of Southern California, MST
