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
Managing Partner, Co-Chief Investment Officer
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Jane Eagle
Partner, President and Chief Financial Officer
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Brian Waters
General Counsel and Chief Compliance Officer
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Advisors
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Peter Chang
Partner
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Scott Doré
Partner
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Kim Ip
Partner
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Jason Lefton
Partner
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Monika Mugg
Partner
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Dillon Christensen
Managing Director
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Michael Carney
Senior Vice President
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Jonathan Figlin
Senior Vice President
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Daniel Haber
Senior Vice President
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Kareem Hout
Senior Vice President
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Melanie Jones
Senior Vice President
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Michael Brimhall
Vice President
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Zack Flodeen
Vice President
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Tax Services
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Elliott Brack
Managing Director
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Michael Malc
Vice President
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Our People
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Nicholas Andrian
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Amanda Beltran
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Jonathan Boyack
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Patty DiMolfetta
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Tori Dinh
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Ophelia Dong
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Jose Garcia
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Jake Halle
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Jennifer Hercules
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Trevor Holmbeck
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Aidan Hussain
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Ingrid Jiang
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Tyler Jones
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Armen Keheyan
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Dan Kelso
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Kristen Keteyian
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Ruslan Khaitov
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Tiffany Kim
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Amanda Levy
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Jonathan Liang
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Michael Marco
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George Megerditchian
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Billy Montenegro
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Andrea Nguyen
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Alexandra Ong
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Karina Quinonez
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Krish Ravipati
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Alex Ray
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Loren Recinos
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Gary Rosen
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Samuel Sauter
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Matthew Sear
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Jay Seo
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Michael Shin
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Daniel Steiner
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Carla Stoelting
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Sergio Villavicencio
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Claire Wantah
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Qi Zhou

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THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.