SIA

A Registered Investment Advisory Firm

2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067

(888) 349-3241
(310) 855-3955


Century City, CA TEAM



Brian D. Holmes

President, CEO
MS, CFP®, AIF®

Gary K. Liska

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

Paul Taghibagi

Founding Partner
CFP®, AIF®

Theodore E. Saade

Managing Senior Partner
CFP®, CMFC®, AIF®

Jennifer Kim

Managing Senior Partner
MS, CFP®, CMFC®, ChFC®, CLU®

John P. Keenan

Senior Partner
CFP®, AIF®, C(k)P®

Deron McCoy

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

Chris Maryanopolis

Chief Operating Officer

Howard Chen

Director of Investment Services
AIF®, CMFC®

Samuel Miller

Director of Research & Marketing
CFA®, CFP®, CAIA®

Andrew Lin

Director of Relationship Management

Matthew Kim

VP, Relationship Manager

Jae Yu

National Sales Manager

Alina Barrass

Director of Client Services

Vanessa Garcia

Service Specialist

Ariana Rodriguez

Service Specialist

Katie Neary

Service Specialist

Marlene Escobedo

Service Specialist

Eric Rosen

Chief Compliance Officer

Alex Kirk

Relationship Manager

Stephen Fringer

Director of Systems & Reporting
CMFC®

Leo DaRosa

Relationship Manager

David Alex Layten

Associate Relationship Manager

Mike Van Kleeck

Senior Compliance Officer
CFP®

Ravin Walters

Associate Relationship Manager
AWMA®

Briana Bowker

Associate Relationship Manager

Joseph Fusaro, Jr.

Director of Human Resources and Office Operations

Jason Hart

Entity Operations Manager

Sabina Pinsky

Senior Marketing Associate

Christine Sol

Investment Strategist

Raymond Wan

Portfolio Manager

Josh Woodard

Research Analyst
CFA®

Jamison Williams

Visual Marketing Designer

Jordan Cornelius

Marketing Associate

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


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