Team

We're here for you

To fulfill our commitment to you, we rely on the expertise that each of us brings to the collective wisdom of the firm. It is our intention to exceed your expectations of optimal service. We do this by honoring our own core values each day, for every client we serve.

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  • Leadership
  • Investment Team
  • Client Service and Operations
Darla J. Amado 
Client Service Specialist
Sharon K. Bachert 
Client Services Manager
Dianne L. Barrios 
Receptionist
Peter J. Boyle  CFA, CIC
Chief Executive Officer, Chief Investment Officer, Principal
James R. Brown  
Chief Operating Officer, Principal
Kevin J. Cavanaugh  
Principal, Investment Counselor
Preeti Chamber 
Client Service Specialist
Kenneth H. Dike Esq., CPA, CLPF
Executive Director of Planned Giving Services, Principal
Roger L. Gewecke, Jr CFA
Principal, Investment Counselor
Kathleen Gilmore CFP®
Chairman and President, Principal
George E. Hasbun CFP®
Principal, Investment Counselor
Carmina Holguin 
Client Service Specialist
Anil Kapoor CFA
Principal, Equity Analyst, Investment Counselor
Emily S. Kirby 
Operations Specialist
Cindy S. Koivu 
Equity Trader, Compliance Assistant
Gretchen E. Lee  
Chief Compliance Officer
David Y. Lin CFA
Principal, Investment Counselor
Jennifer I. Maqueda 
Marketing & Communications Manager
Gracie C. Matsuda 
Fixed Income Trader
Daniel J. Mintz 
Principal, Equity Analyst
Linda P. Moreno 
Client Service Specialist
Maxwell R. Pray CFA
Principal, Investment Counselor
Melissa L. Tracz 
Operations Manager
Carlota B. Venegas CFP®, CDFA®
Investment Counselor
Erica S. White CFA
Principal, Investment Counselor
Lloyd K. Wong CFA
Principal, Investment Counselor
Randall L. Zaharia CFA, CAIA®
Principal, Investment Counselor

Board of
Directors

  • Kathleen Gilmore 
  • Richard H. Adler
  • Peter J. Boyle 
  • Roger L. Gewecke, Jr.
  • Maxwell R. Pray 

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