Investment Committee

Brian D. Holmes

President, CEO
MS, CFP®, AIF®

Gary K. Liska

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

Mark Copeland

Founding Partner
CFP®, AIF®

Paul Taghibagi

Founding Partner
CFP®, AIF®

Vince DiLeva

Managing Senior Partner
MS, 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


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