Founding Sponsor
PAAMCO – Jane Buchan
Founding Director
Fort Ashford Funds - Frank Kavanaugh
Mont Pelerin Capital – Chuck Martin, Mike Cancelleri
Schwab Institutional - Brad Losson
Founding Associate
Nai-fu Chen, Professor
Founding Friend
BNY Mellon Wealth Management – Andrew Low, Mike Silane
Aristotle Capital Management – Steve Borowski
Founding Member
Pamela M. Adams ‘98, CFP®
Anfield Group, LLC – David Young ‘90, Shaun Skeris
Beacon Pointe Advisors – Shannon Eusey
Brown & Streza, LLP – Matt Brown
Burnham Gibson Financial Group/AXA Advisors – Darin Gibson ’99, CFP, Mark Rooney
CalCPA Orange County/Long Beach Chapter – Jeff Lenning & Kevin Hartley
The Capital Group Companies– Darcy Kopcho ‘80
CBIZ – Michael Silvio
City National Bank – Carla Furuno, Adam Ratner
Comerica Bank – Melissa Pollard
Corinne Myre and Associates – Corinne L. Myre
Duckworth Mehner Private Wealth Advisors – Michael Duckworth, Glenn Mehner
Ferruzzo & Ferruzzo – Jim Ferruzzo, Jim Leese
Fidelity Investments – Tim Stinson
First American Trust – Kimberly Dwan Bernatz, Bill Lugaro
First Foundation Advisors – Rick Keller, Victoria Collins
GenSpring Family Offices – Patricia M. Soldano
GR Capital Asset Management – Todd Rustman
Hollencrest Capital Management – Michael Ashley Schulman, CFA, Greg Pellizzon
Index Fund Advisors – Mark Hebner ‘89
Inspired Financial – Evelyn Zohlen, Mark Prendergast
Irving R. Katz & Associates – Irving Katz
Iwamoto Kong Wealth Management Group – Mark Iwamoto, Harmon Kong
K&L Gates LLP – Stephen Freeman
Knightsbridge Asset Management – Chad Neault
Lord Abbett – Sarah Lyons
Matters at Hand – Camille Jayne
Merrill Lynch – Joseph Volz
MIG Capital – Richard Merage
Morgan Advisory Group – Brad Morgan
Nuveen Investments, LLC – Jeffrey Carlin
Optivest, Inc. – Mark Van Mourick, Leslie Calhoun
Payden & Rygel – Greg Brown, Brenda O’Leary
RS Crum, Inc. – Jon Theriault, Mark Rylance
Succession Capital – Julian Movsesian
TRC Financial/The Roberson Company – Dave Roberson
Vertical Advisors, LLP – Peter DeGregori
The Waltos Group of Northwestern Mutual – Robert J. Waltos, Jr., Tyler Terry
Miles Healey
Wealth Management Group – David George
Wealth Management Network – Mark Moehlman, Laine Ainsworth
WilsonMorgan LLP – Gary Polich, Jayson Morgan
Wood Gutmann & Bogart Insurance – Lupe Erwin
Sustaining Member
SageView Advisory Group – Steve Henningson, Randy Long
Bank of the West –Mary Borg, Ed Mora
U.S. Bank – Michael Denzinger, Charles Black