
Office Head
John McKenna
Managing Director•Senior Relationship Manager & Head of San Francisco office
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Offices

Office Head
Managing Director•Senior Relationship Manager & Head of San Francisco office
View full bio
Jack B. Caldwell
Managing Director•Head of Business Development West Region

Vanessa Curley
Managing Director•Private Banking Advisor

Vicken Ekmekjian
Managing Director•Senior Relationship Manager

Clark Jorgensen
Managing Director•Senior Relationship Manager

Jennifer Man
Managing Director•Senior Relationship Manager

Andrew J. Sturgeon
Managing Director•Market Manager

Duy "Dewey" Tieu
Managing Director•Senior Relationship Manager

J. Bradford "Brad" Craig
Senior Vice President•Senior Relationship Manager

Daniel Jo
Senior Vice President•Income Tax Strategist

Sterling Moore
Senior Vice President•Business Development Officer

Keri Pankow
Senior Vice President•Senior Wealth Strategist

Randall Yurchak
Senior Vice President•Senior Relationship Manager

Bethany Hill
Vice President•Financial Planning Strategist

Amy Huey
Vice President•Senior Client Service Manager

Raschard McKinney
Vice President•Relationship Manager

Tracie Nguyen
Vice President•Senior Client Service Manager

Gina Bell
Associate Vice President•Family Office Client Service Manager

Jessica Nguyen
Associate Vice President•Senior Client Analyst
