Alison R.

Marketing Director

Bloomee Kalita

Marketing Specialist

Amanda Brueggeman

Managing Director, Client Service

Adepa Owusu-Bio

Client Services Associate

Amy Rhee

Operations Analyst, Associate

Beth Zackheim

Senior Client Service Associate

Mari Nakata

Senior Client Service Associate

Mari Nordstrom

Client Services Associate

Max Canfield

Senior Associate

Amanda Short

Client Service Associate

Bryce Leone

Senior Client Service Associate

Cfp® Eric Fridstein

Director - Client Advisor

Virginia Leong

Managing Director - Corporate Accounting

Michael Kirkham

Director - Accounting

Christopher Teuscher

Senior Fund Accountant

Pin Pin Shao (Valerie)

Senior Fund Accountant

Aaron Sellsted

Managing Director

Ann Gookin

Managing Director

Nick Cicero

Partner - Head Of Investments

Beau Bowman

Director

Kelli Johnson

Senior Associate

Mike Schneider

Managing Director

Aj Layton

Director

Joseph Riley

Associate

Peter Wicklund

Managing Director

Jacob Cahn

Managing Director

Robert Downer

Managing Director

McKenzie Granston

Senior Associate

Sean Carr

Managing Director

Cameron Wyman

Investments Associate

Ryan Mills

Senior Associate

James Hughes

Head Of Advisory & Business Development

Madi Ramey

Senior Investment Operations Associate

Mairin M.

Associate Financial Planner

Breana Brown

Director

Meg Wellnitz-Hinshaw

Front Office Receptionist

Sean Gonzalez

Senior Associate

Steve Pham

Trading Associate

Teddy Cosgrove

Senior Investment Associate

Gary Furukawa

Founder And Senior Partner

Jason Mann

Partner And Portfolio Manager

Bobby Gentry

Client Advisor

Ross Rubinstein

Director / Client Advisor

Jenna Brazile

Managing Director - Client Advisor

Kimberlee Hansen

Partner - Client Advisor

Robb Carter

Partner - Client Advisor At Freestone Capital Management

Christine Opp

Managing Director - Client Advisor

Erik Morgan

Senior Partner - Client Advisor

Jennifer Moreland

Partner, Chief Financial Officer

Galen C.

Client Advisor

Trevor W. Sharp

Managing Director - Client Advisor

Andrew W. Erisman

Partner - Client Advisor

Pete Forras

Managing Director - Client Advisor

Nima Movassaghi

Senior Associate

Hayden Wieck

Managing Director

Sarah Day

People Operations Analyst