People

Our People, Your Partners.

Our investment approach defines us. But it is our people that embody our spirit. Ever passionate, curious, and responsible…and not just at work.

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Growing up, I spent 7 years attending music in addition to regular school. I am a big fan of singing — you are likely to find me at a local karaoke spot!
Katie Advena
Katie Advena
Research Analyst
I played professional soccer for the California Jaguars in Salinas, CA.
Randall L. Allen
Randall L. Allen
Senior Wealth Advisor
I can write backwards/in reverse. Useless skill but good for winning bets at party games.
Claire Alve
Claire Alve
Senior Marketing Collateral Specialist
I am fluent in Farsi! I love to travel and I studied abroad in Rome for 6 months during my undergrad experience.
Soraya Amir
Soraya Amir
Marketing Specialist
I love sci-fi - I have watched every episode of every Star Trek series.
Grace Apuy, CFP®
Grace Apuy, CFP®
Wealth Advisor
I am triple A, all my names start with A. My middle name Asmarina, derives from Asmara, the capital city of Eritrea, where my father is from.
Abigail A. Arefaine
Abigail A. Arefaine
Office Service Specialist
I am a Fantasy Football fanatic wrapped tightly around my two daughters' little fingers.
Chris Armbruster, CFA
Chris Armbruster, CFA
Portfolio Manager and Senior Research Analyst
A collector of experiences
Joseph Aube
Joseph Aube
Senior Director of Equity Capital Markets and Trading
I love food but I am quite a picky eater. I love going to and trying new restaurants but I also love to cook and bake.
Clarissa Ayzenberg
Clarissa Ayzenberg
Associate Research Analyst
I try to pick up as many hobbies as possible. My favorite would have to be surfing, and one of my goals is to travel and surf in different places around the world.
Maya Banks
Maya Banks
Office Services Associate
I have a fear of heights. No ferris wheels or lighthouses for me.
Todd Beiley, CFA
Todd Beiley, CFA
Head of Research, Portfolio Manager, and Senior Research Analyst
I'm into cars and once won a new Porsche Boxster in a nationwide drawing.
Darnel J. Bentz
Darnel J. Bentz
Senior Wealth Advisor
I am an active volunteer at NKLA animal shelter in West LA. In 2020, I fostered ten dogs (not all at once)!
Carina Berlin, CFP®, CPWA®
Carina Berlin, CFP®, CPWA®
Wealth Advisor
I was born in the American Hospital... in Paris!
Julie Biel, CFA
Julie Biel, CFA
Chief Market Strategist, Portfolio Manager, and Senior Research Analyst
I am an avid golfer and played on the University of St. Andrews golf team.
Curt M. Biren, CPWA®
Curt M. Biren, CPWA®
Senior Wealth Advisor
I'm a firefighter with the Lovell Volunteer Fire Department.
Chris Brady
Chris Brady
Managing Director, Business Development Officer
I love boxing, the Dodgers, and the Lakers.
Dion Brewster
Dion Brewster
Office Service Associate
I coach tennis in the evenings and occasionally play in professional tournaments.
Brett Brinkman
Brett Brinkman
Investment Advisor Associate
I'm a dedicated yogi, always seeking balance and mindfulness both on and off the mat
Maliha Bukhari
Maliha Bukhari
Financial Planner
I have visited 46 U.S. states and 12 national parks and working my way through the rest.
Michael Byun
Michael Byun
Compliance Director
I am an outdoor enthusiast and have camped in 10 national parks so far.
Oren Cabir, CFA
Oren Cabir, CFA
Wealth Advisor
I am a big fan of Dan Brown's books for the modern twist they provide to classic art and history.
Jose Calm
Jose Calm
Senior Graphic Designer/Creative Lead
I grew up on a beef cattle farm that my family still operates today.
Chase Carmichael
Chase Carmichael
Managing Director, Business Development Officer
Outside of work, I enjoy building A.I. automation workflows to process tasks and save time.
Keith Carmona
Keith Carmona
Senior Wrap Trader