CIWM Advisory Board

We are currently seeking Charter Members to take a leadership role in launching the Center. Your commitment and generosity will have a profound effect on the investment and wealth management community, and the innovative research and education that will advance this industry. Join these outstanding Charter Members* as the Center makes its mark.

 
Founding Sponsor
 

• PAAMCO – Jane Buchan

 
Founding Directors
 

• Mont Pelerin Capital – Chuck Martin
• Schwab Institutional – Charles Schwab

 
Founding Associate 

• The Paul Merage School of Business –Nai-fu Chen, Professor

 
Founding Friends
 

• BNY Mellon Wealth Management – Tom Hopper
• Metropolitan West Capital Management – Steve Borowski

 
Founding Members
 

• Pamela M. Adams, CFP® ‘98
• Beacon Pointe Advisors – Shannon Eusey
• Brown & Streza LLP – Matt Brown
• Canterbury Consulting – Bob Cluck
• Capital Research & Management Company – Darcy Kopcho ‘80
• CBIZ Accounting, Tax & Advisory Services – Michael Silvio
• City National Bank – Tom Rogers
• Comerica Bank – Joseph Yurosek
• Cymric Family Offices – Pat Soldano
• D&M Capital Management – Mike Duckworth/Glenn Mehner
• Falcon Investment Management – Richard Merage
• Ferruzzo & Ferruzzo – Jim Ferruzzo 
• Fidelity Investments
• Frank Kavanaugh
• GR Capital Management – Todd Rustman
• Hollencrest Capital Management – Michael A. Schulman
• Irving R. Katz & Assoc. – Irving Katz
• Keller Investments – Rick Keller/Victoria Collins
• Knightsbridge Asset Management – Al Beimfohr/Jane Couperus
• Matters at Hand  – Camille Jayne
• Merrill Lynch – Jodi Rolland
• Payden & Rygel – Greg Brown/Brenda O'Leary
• Select Portfolio Management – Dave Jones ’93 & Darren Whissen ’02
• Sweek Connolly & Company – Corinne L. Myre
• The Waltos Group of Northwestern Mutual – Bob Waltos
• TRC Financial/The Roberson Company – Dave Roberson
• Union Bank of California – David Jochim
• Wachovia Securities – John Draper Jr. ‘06
• Wealth Management Network – Mark Moehlman/Laine Ainsworth
• Wood Gutman & Bogart – Lupe Erwin