Our Investment Advisory Team

Executives

Ross Gerber

President and CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki, CFP® CPWA®

Vice President and COO

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Managing Partners

Zachary Bainter, CFP®

Managing Partner

Education UCLA, B.A.

Hatem Dhiab

Managing Partner

Education CSULA, B.A.

Second Language: French, Arabic

Ben Dunbar, CFP®

Managing Partner

Education Cal Poly, B.S

Matthew Iantosca, CFP®

Managing Partner &
Director of Wealth Management

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Managing Partner

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

Investment Advisor Representatives

Nico Anduze

Investment Advisor Representative

Education UCLA, B.A.

Hugo Avamilano Alvarez

Investment Advisor Representative

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

Second Language: Portuguese, Spanish

Michael Baker

Investment Advisor Representative

Education San Diego State University, B.A.

Robert Castillo, ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Kyle Clark

Investment Advisor Representative

Education Loyola Marymount University , B.A.

Greg Fields

Investment Advisor Representative

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

Second Language: Russian

Kaytlin Hall

Investment Advisor Representative

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

Ziad Hijazi

Investment Advisor Representative

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

Francine Lai

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Nick Licouris, CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Brett Sifling

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Elijah Souza, CFP®

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Corporate

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

Financial Officer

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A