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Richard Lee
CEO & Founder
Sarah Henze
Senior Portfolio Manager
Cfp® Ben S. Shae
Director Of Operations And Client Service
Lily Gallagher
Associate Financial Planner
Danny Boyce
Director Of Investments
+ 6 more
January, 2014 - present
March, 2011
January, 2010
Senior Portfolio Manager at City National Rochdale, LLC
Senior Portfolio Manager at Sage Mountain Advisors
Senior Portfolio Manager at Kepler Interactive
Senior Portfolio Manager at RIVA Solutions
Senior Portfolio Manager at NORDEN