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Leadership
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Partners
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By Location
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Los Angeles
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San Francisco
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National Leadership Team:
a potent mix of vision, strategy and innovation.
Rob Francais
CPA
Chief Executive Officer, Partner
Profile
John Allen
CFA
®
, CAIA
Chief Investment Officer, Partner
Profile
Helen A. Dietz
CFP
®
Managing Director in Total Wealth Management, Partner
Profile
Cammie Doder
MBA
Chief Marketing Officer, Partner
Profile
Shanda Gentry
Managing Director of Compliance & Records Management
Profile
Summer Hammons
PHR
Chief People Officer
Profile
Doug Hendrickson
Chief Financial Officer, Partner
Profile
Young Kim
Managing Director of Investment Operations, Partner
Profile
Michael Kossman
CPA
Chief Operating Officer and Chief Compliance Officer, Partner
Profile
Bret Magpiong
MBA, CPA
Chief Practice Officer, Partner
Profile
John P. Petrie
CPA, CFP
®
, CIMA
®
Managing Director in Total Wealth Management, Partner
Profile
Marc Primiani
JD, LL.M
General Counsel and Director in Strategic Planning, Partner
Profile
Tom Tracy
MBA, CFA
®
, CFP
®
Chief Client Officer, Partner
Profile
Orin Winick
National Director of Investment Advisory, Partner
Profile