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Peter Correia
Director in Accounting and Banking Services, Partner
Michael Wu CFA®
Director in Investment Advisory, Partner
Daniel Moas CFP®
Manager in Wealth Management
Mike Lavalle JD
General Counsel
Mike King JD
Director in Wealth Management
Chris Kazmer CPA, CFP®
Manager – Wealth Management
Jenny Tsai CPA, IFRS
Controller in Finance, Partner
Summer Hammons PHR
Chief People Officer, Partner
Mindy Tankel CFP®
Director in Wealth Management, Partner
Jan Vega CFP®, CTFA, MBA
Director in Wealth Management, Partner
Camila Kremer CFA®, CAIA
Senior Research Analyst in Investment Strategy & Research, Partner
Devin Cruise MBA, CFP®
Director in Wealth Management, Partner
Melissa Punim JD, LL.M.
Director in Strategic Planning, Partner
Doug Hendrickson MBA
Chief Financial Officer, Partner
Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
John Allen CFA®, CAIA
Chief Investment Officer, Partner
Song Park
Director in Wealth Management, Partner
Sam Lee MBA
Director in Investment Advisory, Partner
Ginny King JD
Director in Wealth Management, Partner
Michael S. Angell CPA
Director in Wealth Management, Partner
Rob Francais CPA
Chief Executive Officer, Member of Board of Directors, Partner
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