Our Investment Advisory Team

Executives

Ross Gerber President and CEO Education Univ. of Pennsylvania, B.A.
Danilo Kawasaki Vice President and COO Education Univ. of Redlands, B.A. Second Language: Portuguese

Managing Partners

Hatem Dhiab Managing Partner Education CSULA, B.A. Second Language: French, Arabic
Matthew Iantosca Managing Partner Education Loyola Marymount University, B.A.

Investment Advisor Representatives

Zachary Bainter Investment Advisor Representative Education UCLA, B.A.
Robert Castillo Investment Advisor Representative Education UCLA, B.A. Second Language: Spanish, French

Francine Lai Investment Advisor Representative Education UCSD, B.A. Second Language: Chinese
Bryan Miranda Investment Advisor Representative Education UCLA, B.A.

Ashley Rapini Education University of South Florida Second Language: Portuguese, Spanish

Jason Reynolds Investment Advisor Representative Education Johnson + Wales University, B.A. NYU, M.B.A.

Ayal Shmilovich Investment Advisor Representative Education UCLA, B.A. University of Florida, Masters Second Language: Hebrew
Elijah Souza Investment Advisor Representative Education Loyola Marymount University, B.A.

Wendy Wan Turk Investment Advisor Representative Education UCLA, B.A.

Investment Representatives

Michael Currin Investment Representative Education University of Colorado, B.A.
Kaytlin Hall Investment Representative Education Roger Williams University, B.A. California Lutheran University, M.B.A.

Julie Logsden Investment Representative

Corporate

Brittany Davis

Shayna Sanderson Executive Assistant

Wyman Sung Financial Officer