Ben Bayat
Managing Director
Deborah Chu, CFA
Senior Associate
Eunbie Coe
Senior Portfolio Analyst
Lisi Bailliere Dean
Portfolio Manager
Joseph Elefante, CAIA
Regional Investment Consultant
Meredith Shuey Etherington
Portfolio Manager & Head of the San Francisco Office
Riley Finch
Accounting Associate
Maxim Karoubi
Associate
Patrick Mariolle
Private Client Relationship Associate
Ethan O'Malley
Associate Portfolio Manager
Kathryn Rivera, CFP®
Strategic Advisor
Matt Smith, CFP®, CTFA
Portfolio Analyst
Stephanie Strickland
Private Client Relationship Advisor
Emalie Sundale
Strategic Advisor