Sharing over 150 years of investment-related experience, the Investment Committee (IC) is composed of our Founding Partners, Senior Partners, selected Financial Advisors, portfolio managers and other investment specialists. The IC members are required to meet the highest educational standards and hold advanced degrees or designations including Chartered Financial Analyst (CFA®), Masters of Financial Services (MS), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Alternative Investment Analyst (CAIA), Chartered Mutual Fund Counselor (CMFC) or Accredited Investment Fiduciary® (AIF®).
SIA clients benefit from the firm’s ongoing ability to observe, assess and respond to the conditions of a global economy in a proactive manner.
|Investment Committee & Experience|
|Brian Holmes, MS, CFP®, CMFC, AIF®32 years||Mark Copeland, CFP®, AIF®27 years|
|Paul Taghibagi, CFP®, ChFC, AIF®26 years||Gary Liska, MS, CFP®, ChFC, CMFC, AIF®21 years|
|Theodore Saade, CFP®, CMFC, AIF®21 years||Deron McCoy, CFA, CFP®, CAIA, AIF®21 years|
|Vince DiLeva, MS, CFP®, CMFC, AIF®20 years||Andrew Lin, 12 years|
|Howard Chen, CMFC6 years|