SEIA

A Registered Investment Advisory Firm


Century City, CA TEAM



Brian D. Holmes

President, CEO
MS, CFP®, CMFC®, AIF®

Gary K. Liska

Founding Partner, CFO
MS, CFP® ,AIF®, CMFC®, AAMS®

Paul Taghibagi

Founding Partner
CFP®, AIF®

Theodore E. Saade

Senior Partner
CFP®, CMFC®, AIF®

Jennifer Kim

Senior Partner
MS, CFP®, CMFC®, ChFC®, CLU®

Deron McCoy

Chief Investment Officer
CFA®, CFP®, CAIA®, AIF®

Eric Rosen

Chief Compliance Officer

Chris Maryanopolis

Chief Operating Officer

Joseph Fusaro, Jr.

Director of Operations

Vincent Reyes

Director of Trading Operations
CMFC®

Stephen Fringer

Director of Systems & Reporting
CMFC®

Howard Chen

Director of Investment Services
AIF®, CMFC®

Mike Van Kleeck

Senior Compliance Officer
CFP®, AIF®, CSCP®

Dave Nicholson

Compliance Officer

Jason Hart

Operations Manager

Sabina Pinsky

Marketing & Events Specialist

Samuel Miller

Senior Investment Strategist
CFA®, CFP®, CAIA®

Tony Nguyen

Senior Fixed Income Trader
CMFC®

Erik Soderberg

Senior Trader

Guillermo Torolira

Senior Accountant

Chad Bates

Advisor
CFP®, AIF®

Christian Hutchins

Advisor
CFP®, AIF®

Michael Macauley

Advisor
MBA, CFA®, CFP®

Hayley Wood

Wealth Planner
MBA, CFP®, AIF®

Eugene Lev

Advisor
RICP®, AIF®

John Williams

Associate Advisor

Jessica Cherness

Associate Advisor
CFP®

Dana Aude

Registered Associate

Michaela Hurtienne

Registered Associate

Grant Colin

Registered Associate

Cole Brownell

Registered Associate
CFP®

Calvin Tseng

Registered Associate

Jackie Kuhns

Registered Associate

Andrew Lin

Relationship Manager

Matthew Kim

Relationship Manager

Jack Chen

Portfolio Manager

Joyce Mizuhata

Client Services Manager

Chris Gardner

Client Service Associate
CFP®, AIF®

Ethan Lam

Portfolio Associate

Ashley Tran

Portfolio Associate

Justin Gocho

Portfolio Associate

Liselotte Richards

Compliance & Operations Specialist

Richelle Parra

Data Analyst

Josh Woodard

Research Analyst
CFA®

Raymond Wan

Investment Operations Analyst

Alex Kim

Compliance Analyst

Nicholas Bayz

Operations Associate

Ellen Baldecchi

Operations Associate

Jamison Williams

Visual Marketing Designer

Rachel Otto

Administrative Assistant

Tailored to meet the unique needs of affluent individuals, institutions, and corporations




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