Our Team

Every member of our team plays a vital role in delivering exceptional service and thoughtful guidance. Together, we’ll help steward your financial future.

  • All
  • Leadership
  • Investment Team
  • Client Service and Operations
Sharon K. Bachert

Sharon K. Bachert

Client Services Manager
Peter J. Boyle, CFA

Peter J. Boyle, CFA

Principal, Chief Executive Officer
Kevin J. Cavanaugh

Kevin J. Cavanaugh

Principal, Investment Counselor
Daniel H. Cheng

Daniel H. Cheng

Equity Research Analyst
Jesse Cortes

Jesse Cortes

Operations Specialist
Kenneth H. Dike

Kenneth H. Dike

Planned Giving Services Consultant
Austin H. Gewecke, CFA

Austin H. Gewecke, CFA

Equity Analyst
Roger L. Gewecke, Jr., CFA

Roger L. Gewecke, Jr., CFA

Principal, Investment Counselor
Kathleen Gilmore, CFP®

Kathleen Gilmore, CFP®

Principal, Board Chair
George E. Hasbun, CFP®

George E. Hasbun, CFP®

Principal, Investment Counselor
Carmina Holguin

Carmina Holguin

Client Service Specialist, Alternative Assets Specialist
Murcy Huang, CFA

Murcy Huang, CFA

Fixed Income Portfolio Manager
Gretchen E. Lee

Gretchen E. Lee

Chief Compliance Officer
David Y. Lin, CFA

David Y. Lin, CFA

Chief Investment Officer, Principal
Jennifer I. Maqueda

Jennifer I. Maqueda

Marketing & Communications Manager
Gracie C. Matsuda

Gracie C. Matsuda

Fixed Income Trader
Daniel J. Mintz

Daniel J. Mintz

Principal, Director of Equity Research
Linda P. Moreno

Linda P. Moreno

Client Service Specialist
David J. Nelson, CPA 

David J. Nelson, CPA 

Chief Operating Officer
Megan A. Pantiskas

Megan A. Pantiskas

Graphic Designer & Marketing Assistant
Maxwell R. Pray, CFA

Maxwell R. Pray, CFA

Principal, Investment Counselor
Diane Riveros

Diane Riveros

Operations Specialist
Sonia Sandoval

Sonia Sandoval

Trading and Operations Specialist
Sophia C. Sose

Sophia C. Sose

Client Service Specialist, Planned Giving Client Service Specialist
Gerardo Torres

Gerardo Torres

Portfolio Implementation Analyst
Melissa L. Tracz

Melissa L. Tracz

Operations Manager
Carlota B. Venegas, CFP®, CDFA®

Carlota B. Venegas, CFP®, CDFA®

Investment Counselor
Janelle Vidal

Janelle Vidal

Receptionist
Lloyd K. Wong, CFA

Lloyd K. Wong, CFA

Principal, Investment Counselor
Thomas W. Wynn

Thomas W. Wynn

Client Service Specialist
Aileen Yip

Aileen Yip

Client Service Specialist
Randall L. Zaharia, CFA CAIA®

Randall L. Zaharia, CFA CAIA®

Principal, Director of Fixed Income & Alternatives

Board of Directors

  • Kathleen Gilmore, CFP®

  • Richard H. Adler

  • Peter J. Boyle, CFA

  • Roger L. Gewecke, Jr., CFA

  • Maxwell R. Pray, CFA

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You Deserve Peace of Mind

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