Eddie Zalayet, CFP®
Managing Director – Investor Officer
PIM Portfolio Manager
415-395-2735
CA Insurance License #0C39522
Stephanie Werden, CFP®, CSRICTM, CRPC®
First Vice President - Investment Officer
Email Stephanie
415-291-1296
CA Insurance License #0L57522
Rosanna Tokar
Senior Registered Client Associate
Email Rosanna
415-395-2728
CA Insurance License: #4021781
Howard Adler
Managing Director – Investment Officer
Senior PIM Portfolio Manager
415-395-2726
CA Insurance License #0A03485Berit Suba, MBA, CFP®, CSRICTM
Managing Director – Investment Officer
PIM Portfolio Manager
415-395-2432
CA Insurance License #0H33537
Cynthia Picha
Senior Registered Client Associate
Vice President
Email Cynthia
415-395-2486
CA Insurance License #0G82446
Mark Tremaine
Registered Client Associate
Email Mark
415-395-2703
CA Insurance License #0L69884
Eliana Sosa
Senior Client Associate
Officer
Email Eliana
415-395-2531