Silicon Valley

Lisa Barnea
Director in Finance, Partner
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Helen A. Dietz CFP®
Director in Wealth Management, Partner
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John Kirkpatrick MBA
Director in Wealth Management, Partner
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Nayan Lapsiwala CFP®, CFA®, CAIA℠
Director in Wealth Management, Partner
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Cliff Loh CFP®
Manager in Wealth Management
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Natalie Morrella CFP®
Manager in Wealth Management, Partner
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Talia Pierluissi CFP®, MBA
Director in Wealth Management, Partner
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Randy Rae CFA, CFP®, MBA
Manager in Investment Strategy & Research
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Regina Wohl CFA®, MBA
Manager in Wealth Management
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