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San Francisco

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3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

 

PHONE NUMBER: 415 433-5844

TOLL FREE: 800 880-9037

FAX NUMBER: 415 397-6639

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Team San Francisco Employees List

Office Head:

Richard O. Vandenberg, Jr., Managing Director & Office Head

Wealth Management Team:

Jack B. Caldwell, CFP®, Managing Director

Ryan Christine Coulson, Managing Director & Senior Wealth Strategist

Vicken Ekmekjian, CFA, Managing Director & Senior Relationship Manager

Jennifer Man, CFA, Managing Director & Senior Relationship Manager

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

Albert J. Huh, Vice President & Senior Client Service Associate

Tracie Nguyen, Vice President & Business Development Coordinator

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

Miki Lemieux, Associate Vice President & Senior Client Service Associate

Lauren O’Reilly, Associate

Daniel P. Linger, Officer

Investment Team:

Daniel Skolochenko, Senior Vice President & Portfolio Manager