San Francisco

Tailored Experience from Multi-Generational Families to Tech.

We have deep personal roots in the San Francisco Bay Area, but we serve clients around the world.

Built over time and across generations, the strength of our relationships is based on trust, competence, and amazing client service. Our team includes highly qualified and experienced portfolio managers, client advisors, and dedicated client service teams, who provide our clients a highly tailored and personalized experience.

Individuals & Families Foundations & Endowments

Two employees conversing over work, looking a computer monitor in the office.

Andrew Rand, CFA, CFP®

San Francisco

Managing Director, Portfolio Manager

Elana Brutman, CFP®

San Francisco

Vice President, Client Advisor

Troy Burr

San Francisco

Senior Client Service Associate

Paul B. Clark, CFA

San Francisco

Managing Director, Portfolio Manager

Sasha Cortez

San Francisco

Client Service Associate

Erika De La Rosa Hennessey

San Francisco

Vice President, Senior Client Advisor

Elizabeth Juson

San Francisco

Senior Client Relationship Associate

Sandi Newton

San Francisco

Senior Client Relationship Associate

Jim O’Connor, CFA, CFP®

San Francisco

Managing Director, Portfolio Manager

Marjorie Powell, CFP®

San Francisco

Client Advisor

Melissa Reyes

San Francisco

Vice President, Senior Business Systems Analyst

Sherry Tran

San Francisco

Investment Systems & Operations Analyst

Lawrence Zartarian

San Francisco

Principal, Portfolio Manager

Featured Perspectives

All Perspectives

Market Updates

Aerial Shot of a Path Through the Forest

Markets Rise in a Quiet, Holiday-Shortened Week – Weekly Market Insights

Dec 1, 2025

With markets now pricing in a high probability of a December easing and seasonal trends becoming more favorable, investors will closely watch to see if incoming data confirm this increasingly confident policy outlook.

Insights