Meet Our Team

Debbie Robinson
Director of Wealth Management

Ken Vander Kooi, CFP®
Wealth Manager

Evan Jones, CFA®, CFP®
Wealth Manager

Dan D'Orazio
Fixed Income Portfolio Manager, Business Development Lead

Aaron Miller, CFA®
Client Portfolio Manager

Debbie McCarroll
Client Relationship Manager

George R. Gallucci
Emeritus Client Relations

Carey van Putten
Client Associate & Office Manager

Brian Krawez, CFA®
President, Investment Committee Chairman

Eric Lynch
Managing Director, Investment Committee Member

Gabe Houston, CFA®
Senior Research Analyst, Investment Committee Member

Jerry Beyke, CFA®
Senior Research Analyst, Investment Committee Member

Owen Warren, CFA®
Junior Research Analyst

John Almazan, CFA®
Junior Research Analyst

Sam Kanagawa, CFA®
Institutional Associate, Research Associate

Junshi Wu
Data Associate

Jason Marcus
Chief Operating Officer, Chief Compliance Officer

Joel Houston
Business Manager

Sean Wright
Trader and Operations Specialist

Tong-Ba Nguyen
Trader and Operations Analyst

Jim Giblin
Operations Analyst

Cameron Cavalin
Operations Analyst