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

J. Bradford Craig, CFA, CAIA®​, Senior Vice President & Senior Relationship Manager

Sterling Moore CFS®, Senior Vice President & Business Development Officer

Keri Pankow, Senior Vice President & Senior Wealth Strategist

Dewey Tieu, CFA, Senior Vice President & Senior Relationship Manager

Randall Yurchak, CFA, Senior Vice President & Senior Relationship Manager

Raschard J. McKinney, CFA, TEP, Vice President & Relationship Manager 

Duc Nguyen, Vice President & Business Development Officer

Tracie Nguyen, Vice President & Senior Client Service Associate

Michel Jackson, Client Service Manager

Investment team:

Daniel Skolochenko, Senior Vice President & Portfolio Manager

Private banking:

Tanya Kulberg, Managing Director & Private Banking Market Manager

Daniel P. Linger, CFA, Private Banker