San Francisco
3 Embarcadero Center, Suite 1600
San Francisco, CA 94111
PHONE NUMBER: 415 433-5844
TOLL FREE: 800 880-9037
FAX NUMBER: 415 397-6639
Office Head:
John McKenna, Office Head & Managing Director
Wealth Management Team:
Jack B. Caldwell, CFP®, Head of West Region for Business Development
Vicken Ekmekjian, CFA, Managing Director & Senior Relationship Manager
Jennifer Man, CFA, Managing Director & Senior Relationship Manager
Richard O. Vandenberg, Jr., Managing Director
Stacey L. Velez, CFP®, Managing Director & Senior Relationship Manager
Gail Baty, Senior Vice President & Senior Client Service Manager
J. Bradford Craig, Senior Vice President & Senior Relationship Manager
Chris D. Roman, CIC, Senior Vice President & Senior Relationship Manager
Dewey Tieu, CFA, Senior Vice President
Randall Yurchak, CFA, Senior Vice President
Albert J. Huh, Vice President & Senior Client Service Associate
Raschard J. McKinney, CFA, TEP, Vice President & Associate Relationship Manager
Tracie Nguyen, Vice President & Business Development Coordinator
Miki Lemieux, Associate Vice President & Senior Client Service Associate
Lauren O’Reilly, Senior Associate
Investment Team:
Tanya Kulberg, Managing Director & Private Banking Market Manager
Daniel Skolochenko, Senior Vice President & Portfolio Manager
Daniel P. Linger, CFA, Private Banker