Our Investment Advisory Team
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
Hatem Dhiab
Managing Partner
Education
CSULA, B.A.
Second Language: French, Arabic
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
Michael Baker
Investment Advisor Representative
Education
San Diego State University, B.A.
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.
Brett Sifling
Investment Advisor Representative
Education
Loyola Marymount University, B.A.
Elijah Souza
Investment Advisor Representative
Education
Loyola Marymount University, B.A.
Investment Representatives
Sally Inciso
Client Services Associate
Education
Cal State University, Northridge, B.S.
Second Language: Spanish
Wyman Sung
Financial Officer
Education
UC Riverside, B.A.
Evan Tanaka
Marketing And Social Media Director
Education
California State University Northridge, B.S
University of Oregon, M.B.A.
Julie Vuong
Client Services Manager
Education
Michigan State University, B.A
Jeff Rozic
Chief Technology Officer
Education
Univ. of Pennsylvania, B.A.
