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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
Sharon K. Bachert 
Client Services Manager
Peter J. Boyle  CFA
Chief Executive Officer, Chief Investment Officer, Principal
Kevin J. Cavanaugh  
Principal, Investment Counselor
Kenneth H. Dike Esq., CPA, CLPF
Executive Director of Planned Giving Services, Principal
Austin H. Gewecke 
Equity Analyst
Roger L. Gewecke, Jr CFA
Principal, Investment Counselor
Kathleen Gilmore CFP®
Chair and President, Principal
Mabel Gloria 
Client Service Specialist
George E. Hasbun CFP®
Principal, Investment Counselor
Michael A. Hatfield 
Client Service Specialist
Carmina Holguin 
Client Service Specialist
Murcy Huang CFA
Fixed Income Portfolio Manager
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
David J. Nelson CPA
Chief Operating Officer
Maxwell R. Pray CFA
Principal, Investment Counselor
Diane C. Riveros 
Sophia C. Sose 
Client Service Specialist
Gerardo Torres 
Trading Specialist
Melissa L. Tracz 
Operations Manager
Carlota B. Venegas CFP®, CDFA®
Investment Counselor
Lloyd K. Wong CFA
Principal, Investment Counselor
Sarah E. Wong 
Junior Graphic Designer & Marketing Assistant
Thomas W. Wynn 
Client Service Specialist
Aileen Yip 
Client Service Specialist
Randall L. Zaharia CFA, CAIA®
Principal, Investment Counselor

Board of

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

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