SEIA

A Registered Investment Advisor 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

Senior 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®

Chad Bates

Advisor
CFP®, AIF®

Howard Chen

Director of Investment Services
AIF®

Jack Chen

Portfolio Manager

Jessica Cherness

Registered Associate
CFP®

Christine Cheung

Accounting Associate

Charley Edson

Jr. Research Analyst

Stephen Fringer

Systems and Reporting Analyst

Joseph Fusaro, Jr.

Director of Operations

Jason Hart

Operations Manager

Len Hirsh

Advisor
MBA, CFP®, AIF®

Christian Hutchins

Associate Advisor
CFP®, AIF®

Joshua Land

Wealth Planner
CFP®

Eugene Lev

Associate Advisor
RICP®

Ryan Luna

Portfolio Manager

Michael Macauley

Advisor
CFA®, CFP®

Samuel Miller

Senior Investment Strategist
CFA®, CAIA®

Joyce Mizuhata

Client Services Manager

Tony Nguyen

Senior Fixed Income Trader
CMFC®

Dave Nicholson

Compliance Officer

Richard Parra

Data Analyst

Sabina Pinsky

Marketing and Client Services

John Rasic

Research Analyst

Vincent Reyes

Director of Trading Operations
CMFC®

Liselotte Richards

Compliance & Operations Specialist

Eric Rosen

Chief Compliance Officer

Erik Soderberg

Senior Trader

Guillermo Torolira

Senior Accountant

Mike Van Kleeck

Senior Compliance Officer
CFP®, AIF®, CSCP®

John Williams

Associate Advisor

Josh Woodard

Jr. Research Analyst

Hayley Wood

Wealth Planner
CFP®, MBA, AIF®

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






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