Los Angeles

Rob Francais CPA
Chief Executive Officer, Partner
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John Allen CFA®, CAIA
Chief Investment Officer, Partner
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Ken Anderson JD
Director in Wealth Management, Partner
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Michael S. Angell CPA
Director in Wealth Management, Partner
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Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Partner
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Devin Cruise MBA, CFP®
Director in Wealth Management, Partner
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Raymond Edwards CPA
National Technical Tax Director, Partner
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Angie Grainger CPA/PFS, CFP®
Director in Wealth Management
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Doug Hendrickson
Chief Financial Officer, Partner
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Ginny King JD
Director in Wealth Management, Partner
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Camila Kremer CFA®, CAIA
Research Analyst
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Sam Lee MBA
Director in Investment Advisory, Partner
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Bret Magpiong MBA, CPA
Chief Practice Officer, Partner
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Song Park
Director in Wealth Management, Partner
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Marc Primiani JD, LL.M
General Counsel and Director in Strategic Planning, Partner
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Melissa Punim JD, LL.M.
Director in Strategic Planning, Partner
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Mindy Tankel CFP®
Director in Wealth Management, Partner
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Orin Winick
National Director of Investment Advisory, Partner
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