Newport Beach
520 Newport Center Drive
Newport Beach, CA 92660
PHONE NUMBER: 949-660-0080
TOLL FREE: 888-773-8099
FAX NUMBER: 949-720-0042
Office Head:
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth Management Team:
Brett Amerson, Managing Director
Nahid Aminzai, Managing Director & Market Manager
Wendy C. Chen, Managing Director & Senior Relationship Manager
Joseph C.J. Dempsey, CFA, Managing Director & Senior Relationship Manager
Daniel Grady, Managing Director & Regional Manager Private Banking
Andrew J. Lang, CFA, Managing Director & Senior Relationship Manager
Aaron M. Newland, CFP®, Managing Director
Patrick R. O'Day, CFA, CAIA, Managing Director & Senior Relationship Manager
Kevin Hauri, CFA, Senior Vice President & Senior Relationshp Manager
Adam E. Jeharajah, CFA, Vice President & Relationship Manager
Tommy A. Vu, CFA, Associate Vice President & Senior Client Analyst
Courtney M. Columbro, Senior Associate & Senior Client Service Associate
Martin I. Ortiz, Senior Associate & Senior Client Service Manager
Hunter Hosoda, Client Service Associate