Office head:

John McKenna, Office Head & Managing Director 

Wealth management team:

Jack B. Caldwell, CFP^®, Managing Director & Head of West Region for Business Development

Vicken Ekmekjian, CFA, Managing Director & Senior Relationship Manager

Jennifer Man, CFA, Managing Director & Senior Relationship Manager

Dewey Tieu, CFA, Managing Director & Senior Relationship Manager

J. Bradford Craig, Senior Vice President & Senior Relationship Manager

Sterling Moore CFS®, Senior Vice President & Business Development Officer

Keri Pankow, Senior Vice President & Senior Wealth Strategist

Randall Yurchak, CFA, Senior Vice President & Senior Relationship Manager

Amy Huey, Vice President & Senior Client Service Manager

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

Duc Nguyen, Vice President & Business Development Officer

Tracie Nguyen, Vice President & Senior Client Service Associate

Michel Jackson, Associate Vice President & Client Service Manager

Karen King, Associate Vice President & Client Service Manager

David Barry, Senior Associate & Senior Client Service Associate

Investment team:

Daniel Skolochenko, Senior Vice President & Portfolio Manager

Private banking:

Christine H. Wang, Managing Director & Regional Manager – Head of California Banking

Tanya Kulberg, Managing Director & Private Banking Market Manager

Amanda L. Cooper, Associate Managing Director & Private Banking Advisor

Arianne M. Galindez, Associate Managing Director & Private Banking Advisor

Daniel P. Linger, CFA, Private Banker