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Our People

Adeola Adebamowo
Adeola Adebamowo

Client Service Associate

Fatima Ahmed
Fatima Ahmed

Client Operations Administrator

Craig Amico, CFA®, CIPM®
Craig Amico, CFA®, CIPM®

Vice President, Investments

Devanshu Amin, CFP®
Devanshu Amin, CFP®

Advisor Associate

Marc Austin, CFP®, CPA
Marc Austin, CFP®, CPA

Senior Vice President

Julie Back, CFP®
Julie Back, CFP®

Senior Vice President

Kwame Baffo-Gyan
Kwame Baffo-Gyan

Associate, Data Operations

Frank Balas, CFA®
Frank Balas, CFA®

Vice President, Investments

Abby Bare, SHRM-SCP, MBA
Abby Bare, SHRM-SCP, MBA

Vice President, Finance

Blake Barr, CFP®
Blake Barr, CFP®

Vice President

Belle Bennett
Belle Bennett

Advisor Associate

Camila Bentos
Camila Bentos

Advisor Associate

Eric Bernstein, CAIA
Eric Bernstein, CAIA

Senior Vice President, Investments

Bill Bockwoldt, MBA, CFP®, CEPA®
Bill Bockwoldt, MBA, CFP®, CEPA®

Managing Director, Bay Area Office Lead