Our TeAM

We are impassioned, independent, entrepreneurial thinkers with decades of experience advising ultra-high net worth families and non-profit institutions.

LEADERSHIP
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Damien Bisserier
Managing Partner, Co-Chief Investment Officer
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Eric Bright
Managing Partner
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David Hou
Managing Partner
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Darell Krasnoff
Managing Partner
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Andrew Palmer
Managing Partner
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Mark Sear
Managing Partner
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Alex Shahidi,

JD, CFA®, CFP®, ChFC®, CIMA®

Managing Partner, Co-Chief Investment Officer
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Tyler Kelley
Partner, Chief Operating Officer
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Jane Eagle,

CPA

Partner, Chief Financial Officer
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Dan Kelso
Partner, Chief Compliance Officer
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Peter Chang
Partner
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Scott Doré,

CFP®

Partner
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Kim Ip,

CIMA®

Partner
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Jason Lefton
Partner
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Monika Mugg,

CFP®

Partner
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MEET OUR TEAM
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Jose Garcia
Chief Technology Officer
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Ruslan Khaitov
Managing Director
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Michael Shin,

CPA

Managing Director
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Sergio Villavicencio,

CIMA®

Managing Director
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Michael Carney
Senior Vice President
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Eva Chen
Senior Vice President
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Dillon Christensen
Senior Vice President
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Kareem Hout,

CFA, CPA

Senior Vice President
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Melanie Jones
Senior Vice President
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Kristen Keteyian
Senior Vice President
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Michael Marco
Senior Vice President
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Michael Brimhall
Vice President
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Joshua Lev
Vice President
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Amanda Levy
Vice President
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Dan Mavraides
Vice President
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Krish Ravipati,

CFA

Vice President
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Trevor Holmbeck
Director
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Alex Ray
Director
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Blake Reback
Director
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Tori Dinh
Associate Director
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Stefano D’Amato
Associate Director
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Adrian Isagholian
Associate Director
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Qi Zhou
Associate Director
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Tiffany Kim
Senior Associate
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Chris Lebbin
Senior Associate
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Karina Quinonez
Senior Associate
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Amanda Beltran
Associate
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Ophelia Dong
Associate
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Maria Ines Echeverria
Associate
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Drew Grantham
Associate
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Tyler Jones
Associate
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Loren Recinos
Associate
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Samuel Sauter
Business Development Associate
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George Megerditchian
Operations Associate
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Sasha Zorina
Operations Associate
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Jake Halle
Analyst
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Raymond Jiang
Analyst
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Carla Stoelting
Office Administrator
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Jennifer Hercules
Administrative Coordinator
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