OUR TEAM

Much of our team has gone through some of the most dramatic changes to this business, including tremendous growth. The executives have witnessed and dealt with significant milestones and industry altering events. That time-tested depth of talent is to your advantage.

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Investment Team
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Marketing & Client Service
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Operations & Administration
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Research & Analytics
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Board of Advisors
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Gregory R. Lai, CFA
Principal, CEO, Lead Portfolio Manager
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Michael A. Petrino
Senior Portfolio Manager
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David H. Sugimoto, CFA
Senior Portfolio Manager
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Pushkar V. Murthy, CFA
Senior Portfolio Manager
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Steven L. Spare, CFA
Senior Director, Relationship Management
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Jodee L. Kowata Spellman
Director, Business Development
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John W. Hart, CIMC, CIS, AIF
Senior Director, Relationship Management
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Karina Rodman
Administrative Manager
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Rachel J. Yu
Portfolio Administrator
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Ted Enache
Senior Portfolio Administrator
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Joshua Katz, CFA
Portfolio Administrator & Analytics Specialist
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Michael J. Berchtold
CEO, Berchtold Capital Partners
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Gary J. Matus
Managing Director, RSR Partners
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Andrew J. Policano
Dean’s Leadership Circle Endowed Professor of Economics/Public Policy and Academic Director of the Center for Investment and Wealth Management (CIWM) at The Paul Merage School of Business, UC Irvine.
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Bernard Schneider
Attorney, Schneider Law Office
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Dennis Shea
Former Chief Investment Officer and Global Head of Equity, Morgan Stanley Investment Management.
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Gaylord B. Lyman, CFA
Senior Portfolio Manager