Michael T. Messinger

Managing Partner

Richard M. Duff, JD

Managing Partner

Michael T. Cheung

Managing Partner

Jana R. Neil

Manager - Planning & Development

John C. Yung, MBA

Chief Compliance Officer

Kevin Casey

Strategic Advisor

Erin Centenni

Accounting Manager

Michael C. Sasaki, CFA®

Analyst

Kenneth Terayama

Analyst - Operations & Trading

Tony Satamian

Analyst - Equities & Derivatives Trade Operations

Maya Adetula

Operations and Client Services Associate

Brittany Alvarado

Operations and Client Services Associate

Yuqing "Rainie" Hu

Data Engineer

Hector Villafana

CRM Manager

Princess Gatela

Junior Marketing Associate

Cody Stocker

Graphic Designer

Matthew Standerfer

Sr. Editor, Research & Digital Operations

Conner R. Small

Head Advisor Analyst

David Nguyen

Advisor Analyst

Jack Baker

Advisor Analyst

Jack Stankoven

Advisor Analyst

John Pohar

Advisor Analyst

Nick Stankoven

Advisor Analyst

Peter G. Schneider

Advisor Analyst

Zack Willms

Advisor Analyst