Los Angeles
Rob Francais CPA
Chief Executive Officer, Partner
ProfileJohn Allen CFA®, CAIA
Chief Investment Officer, Partner
ProfileKen Anderson JD
Director in Wealth Management, Partner
ProfileMichael S. Angell CPA
Director in Wealth Management, Partner
ProfileMarc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Partner
ProfileDevin Cruise MBA, CFP®
Director in Wealth Management, Partner
ProfileRaymond Edwards CPA
National Technical Tax Director, Partner
ProfileAngie Grainger CPA/PFS, CFP®
Director in Wealth Management
ProfileDoug Hendrickson
Chief Financial Officer, Partner
ProfileGinny King JD
Director in Wealth Management, Partner
ProfileCamila Kremer CFA®, CAIA
Research Analyst
ProfileSam Lee MBA
Director in Investment Advisory, Partner
ProfileBret Magpiong MBA, CPA
Chief Practice Officer, Partner
ProfileSong Park
Director in Wealth Management, Partner
ProfileMarc Primiani JD, LL.M
General Counsel and Director in Strategic Planning, Partner
ProfileMelissa Punim JD, LL.M.
Director in Strategic Planning, Partner
ProfileMindy Tankel CFP®
Director in Wealth Management, Partner
ProfileOrin Winick
National Director of Investment Advisory, Partner
Profile
