Our Team

Our TeAM

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

Tiffanie Belanger

Associate Director

Damien Bisserier

Managing Partner, Co-CIO

Eric S. Bright

Managing Partner

Michael Brimhall

Senior Associate

Michael Carney

Senior Vice President

Peter Chang

Partner

Eva Chen

Vice President

Christine Cheung

Senior Associate

Dillon Christensen

Senior Vice President

Brendan Corcoran

Senior Vice President

Tori Dinh

Senior Associate

Scott Doré

Partner

Stefano D’Amato

Associate Director

Jane Eagle

Partner, Chief Financial Officer

David Hou

Managing Partner

Kareem Hout

Vice President

Kim Ip

Partner

Adrian Isagholian

Associate

Melanie Jones

Senior Vice President

Tyler K. Kelley

Partner, Chief Operating Officer

Dan Kelso

Partner, Chief Compliance Officer

Kristen Keteyian

Vice President

Ruslan Khaitov

Vice President

Darell L. Krasnoff

Managing Partner

Chris Lebbin

Associate

Jason Lefton

Partner

Joshua Lev

Director, Investment Research

Amanda Levy

Vice President

Will Martinet

Vice President

Dan Mavraides

Vice President

Monika Mugg

Partner

Andrew D. Palmer

Managing Partner

Karina Quinonez

Senior Associate

Krish Ravipati

Director, Investment Research

Blake Reback

Director

Mark Sear

Managing Partner

Jay Seo

Associate

Alex Shahidi

Managing Partner, Co-CIO

Michael Shin

Senior Vice President

Sergio Villavicencio

Senior Vice President

Qi Zhou

Associate Director