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