Ben Bayat
Managing Director
Deborah Chu, CFA
Senior Associate
Eunbie Coe
Senior Portfolio Analyst
Lisi Bailliere Dean
Portfolio Manager
Joseph Elefante, CAIA
Regional Investment Consultant
Meredith Shuey Etherington
Portfolio Manager & Head of the San Francisco Office
Riley Finch
Accounting Associate
Maxim Karoubi
Associate
Christine Kuhn
Private Client Relationship Associate
Patrick Mariolle
Private Client Relationship Associate
Ethan O'Malley
Associate Portfolio Manager
Kathryn Rivera, CFP®
Strategic Advisor
Matt Smith, CFP®, CTFA
Portfolio Analyst
Stephanie Strickland
Private Client Relationship Advisor
Emalie Sundale
Strategic Advisor