Stephen C. Minana, J.D., LL.M
Senior Vice President,
Legal Counsel
David Yoo
Senior Vice President,
Director of Tax and Financial Planning
Kenneth E. Petersen, Jr., J.D.
Senior Vice President,
Wealth Management Advisor
Bernard J. Bartenstein, CFP®, CSS™
Vice President,
Wealth Management Advisor
Deana Carter, CLU®, ChFC®, CDFA®
Vice President,
Wealth Management Advisor
Ryan Clive-Smith, CFP®
Vice President,
Wealth Management Advisor
Tor Hall
Vice President,
Wealth Management Advisor
Jacob “Jake” Hutchinson, AIF®
Vice President,
Wealth Management Advisor
Scott K. Laudeman, CFA
Vice President,
Wealth Management Advisor,
Portfolio Manager
Denise Martin, AEP®, CTFA
Vice President,
Wealth Management Advisor
Jay Robinson-Duff III, CFA
Vice President,
Wealth Management Advisor
Jamie Kim, J.D., LL.M
Senior Vice President,
Legal Counsel,
Senior Relationship Manager
Scott N. Sacchi, J.D., LL.M, CTFA
Senior Vice President,
Senior Relationship Manager
Nicholas W. Henry, WMCP®, BFA™
Vice President,
Senior Relationship Manager
Jody Hudson, CTFA
Vice President,
Senior Relationship Manager
Henry Tanaka, CTFA, ChSNC®, NQPC™
Vice President,
Senior Relationship Manager,
Manager of Retirement Plan Services
Erin Ben-Judah, CTFA
Vice President,
Relationship Manager
Colin Slote, CTFA, ATFA
Vice President,
Relationship Manager
Angela Taylor
Vice President,
Relationship Manager
Krista Yonkers
Vice President,
Relationship Manager
Anthony Pennise, CFP®
Senior Wealth Strategist
Scott Dudgeon, CFA
Director,
Equity Research
Jason Nerio
Senior Vice President,
Director of Investment Research and Strategy
Daniel Ast, CFA
Senior Vice President,
Senior Portfolio Manager
William G. Lugaro, CFP®
Senior Vice President,
Senior Portfolio Manager
Steven M. Ruth, CFA
Vice President,
Senior Portfolio Manager
Pierre Schutte, CFA
Vice President,
Senior Portfolio Manager
Michael L. Serrano
Vice President,
Portfolio Manager
Robert "Chip" Graham
Vice President,
Director of Real Estate Services
Robert Krick
Vice President,
Real Estate Officer
Cathy Panis, CPM®
Vice President,
Real Estate Officer