Our brain trust is at your service every day. Quickly, you grow accustomed to having an entire team of experts at your side, to consult with regarding all matters, large and small.
Richard Azarloza, CFA, CFP®
Chief Executive Officer
Gary Arakawa, CFA, CFP®
Chief Investment Officer
Craig Burger, CFA
Director of Equity Research
Alex Saikali
Investment Associate
Amy Lange, CFA, CFP®
Director of Fixed Income
Andrea Casas
Account Administrator
Cecilia Chen, CFA
Portfolio Manager
Delia Hernandez
Relationship Manager
Dwight Liu
Chief Financial Officer
Javier Ordaz
Operations
Jeffrey Glassman
Chairman
Katrin Doyle
Kim Wilkinson
Director of Trusts and Estates
Kristen LaSasso
Louis Abel, CFA, CAIA
Phong Luu, CFA
Rebecca Dutka, CFA
Rozeta Abovian, CTFA
Scott Swanson, CFA
Sue Takano
Administrative Assistant
Susan Wolf
Business Development Officer
Todd Walklett, CFA, CFP®
Thomas Giddings
Senior Relationship Manager
Traci Atkinson
Marketing Officer
Victoria Flores-Manrique, CTFA
Ready to talk?
