Our Team

Our TeAM

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

LEADERSHIP

Damien Bisserier

Managing Partner, Co-Chief Investment Officer

Eric Bright

Managing Partner

David Hou

Managing Partner

Darell Krasnoff

Managing Partner

Andrew Palmer

Managing Partner

Mark Sear

Managing Partner

Alex Shahidi,

JD, CFA^®, CFP^®, ChFC^®, CIMA^®

Managing Partner, Co-Chief Investment Officer

Jane Eagle,

CPA

Partner, Chief Financial Officer and Chief Operating Officer

Dan Kelso

Partner, Chief Compliance Officer

Peter Chang

Partner

Scott Doré,

CFP^®

Partner

Kim Ip,

CIMA^®

Partner

Jason Lefton

Partner

Monika Mugg,

CFP^®

Partner

MEET OUR TEAM

Jose Garcia

Chief Technology Officer

Ruslan Khaitov

Managing Director

Michael Shin,

CPA

Managing Director

Sergio Villavicencio,

CIMA^®

Managing Director

Michael Carney

Senior Vice President

Eva Chen

Senior Vice President

Dillon Christensen

Senior Vice President

Kareem Hout,

CFA, CPA

Senior Vice President

Melanie Jones

Senior Vice President

Kristen Keteyian

Senior Vice President

Michael Marco

Senior Vice President

Patty DiMolfetta,

CPA

Controller

Michael Brimhall

Vice President

Trevor Holmbeck

Vice President

Joshua Lev

Vice President

Amanda Levy

Vice President

Dan Mavraides

Vice President

Krish Ravipati,

CFA

Vice President

Ashish Shah

Vice President

Alex Ray

Director

Qi Zhou

Director

Tori Dinh

Associate Director

Amanda Beltran

Senior Associate

Tiffany Kim

Senior Associate

Andrea Nguyen

Senior Associate

Karina Quinonez

Associate Director

Ophelia Dong

Associate

Drew Grantham

Associate

Tyler Jones

Associate

Zachary Lewis

Associate

Loren Recinos

Associate

Samuel Sauter

Business Development Associate

Clairine Wantah

Associate

George Megerditchian

Operations Associate

Sasha Zorina

Operations Associate

Jake Halle

Analyst

Raymond Jiang

Analyst

Carla Stoelting

Office Administrator

Billy Montenegro

System Administrator

Jennifer Hercules

Administrative Coordinator