Investment Committee

Brian D. Holmes

President, CEO
MS, CFP®, AIF®

Gary K. Liska

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

Mark Copeland

Founding Partner
CFP®, AIF®

Paul Taghibagi

Founding Partner
CFP®, AIF®

Vince DiLeva

Senior Partner
MS, CFP®, AIF®

Theodore E. Saade

Senior Partner
CFP®, CMFC®, AIF®

Fritz Miller

Senior Partner
CFP®, ChFC®, AIF®

David L. Johnson

Partner
CFP®, AIF®

Deron McCoy

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

Chris Maryanopolis

Chief Operating Officer

Howard Chen

Director of Investment Services
AIF®, CMFC®

Samuel Miller

Senior Investment Strategist
CFA®, CFP®, CAIA®

Ronald Reyes

Senior Manager, Trading Technologies
CMT®, CMFC®

Andrew Lin

Relationship Manager

Matthew Kim

Relationship Manager

Jack Chen

Portfolio Manager

Ryan Luna

Portfolio Manager
MBA


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