Simon Baker
Chief Executive Officer
Jonathan Bernstein
Wealth Advisor, Managing Director
Julia Joyce Bialek
Senior Wealth Advisory Manager
Brian Carlson
Client Service Associate
Daniel Cassell
Portfolio Manager
David Chan
Back Office Operations Associate
Florence Chau
Client Service Associate
Leeann Cornes
Senior Wealth Advisory Manager
Doug Couden
Chief Investment Officer & Partner
Michael Dely
Senior Technology Manager
Michael Dunn
Director of Wealth Solutions
Geoff Erwin
Wealth Advisor, Director
Nick Espiritu
Wealth Advisor, Director
Erik Gholtoghian
Tax Manager
Amy Hepburn
Head of Impact and Philanthropy
James Hong
Senior Portfolio Analyst
Terra Kelly
Client Service Associate
Hannah Kim
Senior Wealth Associate
Kris Krauszer
Wealth Advisor, Director
King Lip
Chief Strategist & Partner
Eddie Lopez
Client Service Associate
Jerry Luff
Chief Operating Officer & Partner
Simon Mayali
Estate Planning, Director
Nicholas McInnis
Senior Portfolio Analyst
Antonio Mercado
Investment Operations Associate
John Montgomery
West Group Real Estate Consultant
Melissa Montgomery
West Group Real Estate Consultant
Matt Munro
Wealth Advisor, Director
Tom Ngo
President & Partner
Melissa Nieto
Senior Tax Preparer in Tax Planning
Gerry O’Connell
Tax Planning, Partner
Elena Panco
Senior Wealth Associate
Christin Kim Pienkny
Director of Marketing
Jacob Quiroz
Senior Wealth Associate
Sheila Rabaut
Wealth Advisor, Director
Glen Rives
Wealth Advisor, Director
Celso Rodrigues
Senior Operations Associate
Tracy Pham Salvador
Director of Operations
Brooke Snaer
Client Service Associate
Scott Stephens
Wealth Advisor, Partner
Brynne Terry
Growth & Experiences Manager
Maurissa Thomas
Client Service Manager
Andrew Thompson
Senior Finance Manager
Michael Tideman
Wealth Advisor, Managing Director
Tanya Welch
Wealth Advisor, Partner
David White
Senior Wealth Associate
Sylvia Xu
Senior Wealth Associate
Josh Young
Wealth Advisor, Managing Director