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
Tax Director
Education USC, B.S. Accounting / B.S. Business Administration USC, Master's Business Taxation
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
Education Saint Louis University School of Law, JD State University of New York at Buffalo, Masters
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
Client Service Associate
Education California State University, Northridge, B.S.
Second Language: Ibo
Operations Specialist
Education University of California, Santa Cruz, B.A.
Second Language: Spanish
Tax Associate
Education Western Kentucky University, B.S. St. John's University, M.S.
Second Language: Mandarin
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
