It’s been our privilege to share so much good news with our readers this past year on new hires and promotions that you may have lost count. To summarize, we’ve added 10 new team members in 2025, bringing our total employee count to 39. As our client base expands, this growth positions the firm to meet evolving needs with the same personalized service that has defined us for 110 years.
We are excited to formally welcome the three newest members to join the team: Elliott Hollingsworth, David Su, and Eric Nava.
Investment Counseling
Elliott Hollingsworth joined us in September as Director of Counseling to lead our investment counseling team and enhance our wealth planning services. Drawing on over 25 years of experience advising high-net-worth clients and leading wealth management teams, Elliott brings a comprehensive approach that includes tax and estate planning insights. Under his leadership, we aim to deliver deeper, more personalized financial guidance that complements our investment and portfolio management expertise. A Pasadena native, Elliott is excited to serve local families.
Equity Research
David Su came on board in November as an Equity Research Analyst, bringing buy-side experience from Invesco and Harris Associates, as well as sell-side expertise from Raymond James. We’re looking forward to him expanding coverage on portions of our approved list and exploring international equity opportunities.
Operations
As we have grown, so have our operational requirements. We have been carefully structuring our operations team to deliver the best possible behind-the-scenes support to our client-facing teams. The most recent addition to this department, Eric Nava, joined us in December as an Operations Specialist. As Eric puts it, “I love contributing to the stability and precision that clients may never see but always feel.”
If you haven’t already read our fireside chat article, I encourage you to check it out. You’ll learn more about our history, how we’ve evolved, what we hope never changes, and the opportunities we see ahead to better serve our clients.
As 2025 draws to a close, we’re grateful for the trust you place in us and excited about the year ahead. Our focus remains on your financial success. If there’s anything we can do to serve you better, don’t hesitate to call, email, or stop by.
