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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Jane Eagle,

CPA

Partner, President and Chief Financial 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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Dan Kelso
Partner
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Jason Lefton
Partner
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Monika Mugg,

CFP®

Partner
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Michael Shin,

CPA

Partner
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MEET OUR TEAM
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Brian Waters
General Counsel and Chief Compliance Officer
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Jose Garcia
Chief Technology Officer
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Dillon Christensen
Managing Director
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Ruslan Khaitov
Managing Director
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Sergio Villavicencio,

CIMA®

Managing Director
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Michael Carney
Senior Vice President
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Daniel Haber
Senior Vice President
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Kareem Hout,

CFA, CPA

Senior Vice President
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Melanie Jones

CDFA®

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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Krish Ravipati,

CFA

Senior Vice President
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Patty DiMolfetta,
CPA
Controller
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Michael Brimhall
Vice President
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Zack Flodeen

CFA, CFP®

Senior Financial Advisor, Vice President
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Trevor Holmbeck
Vice President
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Ingrid Jiang
Vice President
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Amanda Levy
Vice President
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Alex Ray
Vice President
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Gary Rosen
Vice President, Marketing
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Qi Zhou
Vice President
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Tori Dinh
Director
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Tiffany Kim
Associate Director
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Karina Quinonez
Associate Director
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Amanda Beltran
Senior Associate
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Ophelia Dong
Senior Associate
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Tyler Jones
Senior Associate
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George Megerditchian
Senior Associate
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Andrea Nguyen
Senior Associate
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Loren Recinos
Senior Associate
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Jay Seo

CAIA

Senior Associate
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Nicholas Andrian
Associate
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Zachary Lewis
Associate
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Samuel Sauter
Associate
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Matthew Sear
Associate
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Claire Wantah
Associate
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Jonathan Liang
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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Billy Montenegro
System Administrator
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Jennifer Hercules
Administrative Coordinator
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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.