We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Sharing over 150 years of investment-related experience, the Investment Committee (IC) is composed of our Founding Partners, Senior Partners, selected Financial Advisors, DIMES representatives and other investment specialists. The IC members are required to meet the highest educational standards and hold advanced degrees or designations including Chartered Financial Analyst (CFA®), Masters of Financial Services (MS), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Alternative Investment Analyst (CAIA), Chartered Mutual Fund Counselor (CMFC) or Accredited Investment Fiduciary® (AIF®).
SEIA clients benefit from the firm’s ongoing ability to observe, assess and respond to the conditions of a global economy in a proactive manner.
|Investment Committee & Experience|
|Brian Holmes, MS, CFP®, CMFC, AIF®32 years||Mark Copeland, CFP®, AIF®27 years|
|Paul Taghibagi, CFP®, AIF®26 years||Gary Liska, MS, CFP®, ChFC, CMFC, AIF®21 years|
|Theodore Saade, CFP®, CMFC, AIF®21 years||Deron McCoy, CFA, CFP®, CAIA, AIF®21 years|
|Vince DiLeva, MS, CFP®, CMFC, AIF®20 years||Andrew Lin 12 years|
|Howard Chen, CMFC6 years||Rotating/Guest Members|