Ahalya Ramji

Administrative Associate - Wealth Management

AJ Chase

Portfolio Manager and Senior Wealth Advisor

Andres Ovalle

Wealth Manager Advisor

Badri Mahdavi-Lang

Portfolio Manager, Senior Wealth Advisor

Brad Russell

Wealth Advisor

Daniela Elespuru Monteza

Private Banking | Wealth Management Intern

David Hillier

Wealth Advisor

David Ironside

Associate Wealth Advisor

Drew Brittain

Wealth Management Associate

Eva Guerra GK

Subdirector - Business Development Wealth Management

Giacomo Rimoldi Gutierrez

Executive Director - Business Development Wealth Management

Hanwen Zhou

Business and Strategy MBA Intern, International Wealth Management

Ignacio Ruiz-Tagle Mena

Vice President | Wealth Management

Jacqui Allard

Group Head, Global Wealth Management

Jamie Blom

Wealth Advisor & Portfolio Manager

Johan Michael Bondoc

Associate, Wealth Management

Kiel Morrall

Wealth Advisor

Kyomi Yagui

Senior Manager Strategic Partnerships - Wealth Management

Leila Louis

Wealth Management Intern

Luis Gisbert

Wealth Advisor

Mahtab Rasode

Wealth Management Intern

Mark Wallmann

Wealth Advisor

Mateo Alanis

Wealth Manager Associate

Mathew Borden

Associate Wealth Advisor

Michael Gardiner

Portfolio Manager, Senior Wealth Advisor

Michael Thakkar

Director, Wealth Management, Senior Wealth Advisor

Michael Zack

Wealth Management Consultant

Mónica Díaz Escalona

Associate Director Wealth Management

Ngayap A. Harrison

Wealth Management Associate

Nitin Garg

Wealth Advisor

Omkar Pedhambkar

Wealth Management Intern

Peiwen Yang

Associate, Private Wealth

Renaldo Saikali

Portfolio Manager & Senior Wealth Advisor

Richa Hingorani

Vice President, Client and Advisor Solutions , International Wealth Management

Rob Berry

Senior Manager, Wealth Management Research

Robert Quach

Financial planner, Wealth Management

Robert Wolfson

Senior Wealth Advisor - Ellis Wealth Management

Rodrigo Zuazo Rocha

Senior Investment Advisor | Wealth Management

Santiago Garcia PFPMBA

Financial Planner Global Wealth Management

Sean Figueroa

Wealth Advisor

Sebastian Quijano Vallejos

Investment Advisor - Wealth Management

Shawn Carlson

Wealth Management Consultant

Shuvosree Chowdhury

Wealth Management Intern-Tax

Suresh Hariharan

Senior Manager, Global Wealth Engineering

Taylor Thornhill

Senior Manager, Strategy and Operations, Global Wealth Technology

Valeria Won

Incoming 2026 Wealth Management Intern

Veronique Thomas-Ewen

Wealth Management Consultant

Wei Yang

Director, Global Wealth Management Product Strategy

Yash Doshi

Manager, International Wealth Management

Yasmin Pallan

Director, Global Wealth Management