Our Investment Advisory Team
Executives
Vice President and COO
Education Univ. of Redlands, B.S.
Second Language: Portuguese
Managing Partners
Investment Advisor Representatives
Investment Advisor Representative
Education UCLA, B.A.
Second Language: Spanish, French
Investment Advisor Representative
Education Roger Williams University, B.A. California Lutheran University, M.B.A.
Investment Advisor Representative
Education University of California, San Diego, B.A. London School of Economics, M.S.
Second Language: Chinese
Investment Representatives
Corporate
Director Of Administration
Education Cal State University, Northridge, B.S.
Second Language: Spanish
Marketing And Client Relations Associate
Education Santa Clara University, B.A. University of Essex, London, M.A./M.F.A
GK Tech
