Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience.

Thomas Van Dyck, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

415-445-8304
Email |

Catherine Chen, AWM, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

415-445-8308
Email |
Michelle Schiro

Michelle Schiro

Financial Advisor

415-445-8232
Email |

Farralon Udom, CFA

Senior Financial Associate

415-445-8309

Hector Maldonado

Senior Financial Associate

415-445-8310

Gwenne Bacani

Senior Investment Associate, Social Investment Associate

415-445-8515

Jennifer Cai

Senior Investment Associate

415-445-8307

Jason Fung

Senior Client Associate

415-445-8660