Our Investment Advisory Team

Executives

Ross Gerber

President and CEO

Education Univ. of Pennsylvania, B.A.

Danilo Kawasaki, CFP®

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

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

Ben Dunbar, CFP®

Investment Group Leader

Education Cal Poly, B.S

Greg Fields

Investment Advisor Representative

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

Second Language: Russian

Steven Gui

Investment Advisor Representative

Education California State University Northridge, 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, CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Julie Logsden

Investment Advisor Representative

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Bryan Schimmel

Investment Advisor Representative

Education Indiana University, B.A.

Brett Sifling

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Elijah Souza

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Corporate

Nico Anduze

Client Services Associate

Education UCLA, B.A.

Christine Bondurant

Human Resources Specialist

Education USC, B.A.

Raquel Davies

Operations And Marketing Associate

Education Mackenzie Presbyterian University, B.A.

Second Language: Portuguese

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Michelle Silliman

Operations Manager

Education University of Southern California, B.A.

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A