Our Investment Advisory Team

Executives

Ross Gerber

President and CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki

Vice President and COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Managing Partners

Zachary Bainter

Managing Partner

Education UCLA, B.A.

Hatem Dhiab

Managing Partner

Education CSULA, B.A.

Second Language: French, Arabic

Matthew Iantosca

Managing Partner

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Managing Partner

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

Investment Advisor Representatives

Robert Castillo, ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Ben Dunbar

Investment Group Leader

Education California Polytechnic University, B.S

Kaytlin Hall

Investment Advisor Representative

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

Francine Lai

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Nick Licouris

Investment Advisor Representative

Education California Polytechnic University, B.S.

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Eric Schulkin

Investment Advisor Representative

Education Kenyon College, B.A

Beau Simon

Investment Advisor Representative

Education California Polytechnic University, B.S.

Elijah Souza

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Simon Sun

Investment Advisor Representative

Education University of California, San Diego, B.A. London School of Economics, M.S.

Second Language: Chinese

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Investment Representatives

Julie Logsden

Investment Representative

Corporate

Sally Inciso

Director Of Administration

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Alana Yokoyama

Office and Client Relations Manager

Education Boston University, B.A.

GK Tech

Rachel Fox

Director Of Millennial Investing

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.