Skip to main content
Newsletter Signup
Enter your name:
*
Enter your email address:
*
Leave this field blank
Submit
Toggle navigation
About Us
Our Team
Leadership
Advisors and Financial Planning
Portfolio Management and Analytics
Client Service
Operations and Administration
Professional Designations
In the Community
Careers
Our Clients
Services
Investment Management
Financial Planning
Executive Equity and Compensation Planning
Social Security and Medicare Planning
Education Planning
Retirement Planning
Charitable Giving
Support and Communication
Digital Concierge
Resources
Blog
Recommended Reading
Videos
Newsletter
In the News
Online Security
Contact
Directions
Login
Portfolio Management and Analytics
About Us
Our Team
Portfolio Management and Analytics
Hope Carlson
Portfolio Management Associate
Hunter P. Daniel
Assistant Portfolio Manager
Jeffrey M. Gohsler CFA
Assistant Portfolio Manager
Franklin Y. Pang
Assistant Portfolio Manager
Kendrick A. Uyeda
Assistant Portfolio Manager
Elias F. Vera CFA, CFP®
Assistant Portfolio Manager
Share this page