Our Investment Advisory Team
Ross Gerber
President and CEO
Education
Univ. of Pennsylvania, B.A.
Hatem Dhiab, CFP®
Managing Partner
Education
CSULA, B.A.
Second Language: French, Arabic
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
Eva Agi
Investment Advisor Representative
Education
UC Berkeley, B.A.
Second Language: French
Nico Anduze
Investment Advisor Representative
Education
UCLA, B.A.
Marc Armstrong CPA®, CFA®
Tax Director
Education
USC, B.S. Accounting / B.S. Business Administration
USC, Master's Business Taxation
Michael Baker
Investment Advisor Representative
Education
San Diego State University, B.A.
Sage Casaga
Investment Advisor Representative
Education
California Polytechnic State University, B.S.
Kyle Clark
Investment Advisor Representative
Education
Loyola Marymount University , B.A.
Thomas Donnelly, JD, CFP®
Investment Advisor Representative
Education
Saint Louis University School of Law, JD
State University of New York at Buffalo, Masters
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.
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.
Lisset Arauz
Client Services Associate
Education
Unversity of Southern California, B.S.
Second Language: Spanish
Alexander Bang
Social Media and Marketing Specialist
Education
University of Oregon, B.S.
Raven Bryson
Administrative Assisant
Education
University of California, Santa Cruz, B.A.
Second Language: Spanish
Shontell Camp
Office Manager
Education
University of Missouri, B.A.
Ima Diawara
Executive Assistant
Education
Brown University, B.A.
Second Language: Spanish, French
Mia Elena Samson
Marketing & Social Media Manager
Education
Loyola Marymount University, B.S.
Michael Engel
Compliance Specialist
Education
HPU, B.S.
Loyola University Maryland, M.S. Finance
Ray Flores
Client Services Associate
Education
Brown University, B.A./B.S.
Second Language: Spanish
Ara Genavia
Client Services Associate
Education
UC Riverside, B.S. + B.A.
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.
Wyman Sung
Financial Officer
Education
UC Riverside, B.A.
Cheyton Sutter
Social Media & Marketing Associate
Education
California Polytechnic State University, B.S.
Second Language: Spanish
Julie Vuong
Client Services Manager
Education
Michigan State University, B.A