Our TeAM

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

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Tiffanie Belanger
Associate
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Damien Bisserier
Managing Partner, Co-CIO
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Eric S. Bright
Managing Partner
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Michael Brimhall
Associate
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Peter Chang
Partner
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Eva Chen
Vice President
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Christine Cheung
Senior Associate
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Dillon Christensen
Senior Vice President
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Brendan Corcoran
Senior Vice President
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Scott Doré
Partner
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Stefano D’Amato
Associate Director
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Jane Eagle
Partner, Chief Financial Officer
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David Hou
Managing Partner
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Kareem Hout
Vice President
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Kim Ip
Partner
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Adrian Isagholian
Associate
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Melanie Jones
Vice President
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Tyler K. Kelley
Partner, Chief Operating Officer
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Dan Kelso
Partner, Chief Compliance Officer
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Kristen Keteyian
Vice President
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Ruslan Khaitov
Vice President
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Darell L. Krasnoff
Managing Partner
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Chris Lebbin
Associate
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Jason Lefton
Partner
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Joshua Lev
Director, Investment Research
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Amanda Levy
Vice President
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Will Martinet
Vice President
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Dan Mavraides
Director, Investment Advisor
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Monika Mugg
Partner
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Andrew D. Palmer
Managing Partner
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Karina Quinonez
Associate
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Krish Ravipati
Director, Investment Research
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Blake Reback
Associate Director
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Mark Sear
Managing Partner
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Jay Seo
Associate
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Alex Shahidi
Managing Partner, Co-CIO
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Michael Shin
Senior Vice President
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Sergio Villavicencio
Senior Vice President
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Qi Zhou
Senior Analyst, Investment Research
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