San Francisco
101 Second Street, 25th Floor
San Francisco, CA 94105
Phone number: 415-276-2080
Toll free: 800-880-9037
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 & Business Development Officer
J. Bradford Craig, CFA, CAIA®, Senior Vice President & Senior Relationship Manager
Sterling Moore CFS®, Senior Vice President & Business Development Officer
Keri Pankow, Senior Vice President & Senior Wealth Strategist
Dewey Tieu, CFA, Senior Vice President & Senior Relationship Manager
Randall Yurchak, CFA, Senior Vice President & Senior Relationship Manager
Albert J. Huh, Vice President & Senior Client Service Associate
Raschard J. McKinney, CFA, TEP, Vice President & Relationship Manager
Duc Nguyen, Vice President & Business Development Officer
Tracie Nguyen, Vice President & Senior Client Service Associate
Miki Lemieux, Associate Vice President & Senior Client Service Associate
Michel Jackson, Client Service Manager
Investment team:
Daniel Skolochenko, Senior Vice President & Portfolio Manager
Private banking:
Tanya Kulberg, Managing Director & Private Banking Market Manager
Daniel P. Linger, CFA, Private Banker