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Newport Beach

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520 Newport Center Drive
Newport Beach, CA 92660

 

Phone number: 949-660-0080

Toll free: 888-773-8099

Fax number: 949-720-0042

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Team Newport Beach Employees List

Office head:

Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head

Wealth management team:

Brett Amerson, Managing Director & Private Banker

Nahid Aminzai, Managing Director & Market Manager, Private Banker

Wendy C. Chen, Managing Director & Senior Relationship Manager

Joseph C.J. Dempsey, CFA, Managing Director & Senior Portfolio and Relationship Manager

Andrew J. Lang, CFA, Managing Director & Senior Relationship Manager

Aaron M. Newland, CFP®, Managing Director & Business Development Officer

Patrick R. O'Day, CFA, CAIA, Managing Director & Senior Relationship Manager

Kevin Hauri, CFA, Senior Vice President & Senior Relationship Manager

Keri Pankow, Senior Vice President & Senior Wealth Strategist

Adam E. Jeharajah, CFA, Vice President & Relationship Manager

Tommy A. Vu, CFA, Associate Vice President & Associate Relationship Manager

Courtney M. Columbro, Senior Associate & Client Service Manager

Martin I. Ortiz, Senior Associate & Client Service Manager

Hunter Hosoda, Associate & Client Service Associate