Advisory Board Members
Advisory Board Members

Matthew Kimmel
Senior Vice President Trust and Investment Officer
Farmers and Merchants Trust Company

John Knodle
Private Wealth Advisor
U.S. Bank Private Wealth Management

Harmon Kong
Founding Director
Apriem Advisors

Bradley Losson
VP & National Managing Director, Relationship Management
Charles Schwab Advisor Services

Ken Shigekawa
Vice President and Trust Officer
Farmers and Merchants Trust Company
Advisory Board Member Spotlight: Feroz Ansari
Feroz Ansari is a Senior Principal and Portfolio Manager with Compak Asset Management in Newport Beach, CA. He is a CFP® (Certified Financial Planner) certificate. He holds an MIM (Masters of International Management) degree from ASU ‐ Thunderbird, Graduate School of International Management, Arizona, and an MBA from the Institute of Business Administration, Karachi, Pakistan. He has completed risk management, trading, portfolio management, leadership and financial management programs at The Oxford University in England, INSEAD in France, Citibank Training Center‐Singapore, Euromoney in New York and Emirates Bank Training Center in Dubai. Feroz Ansari published a research paper dealing with dual exchange rate mechanisms and has conducted training programs for treasury management and foreign exchange.
In the News
- Mercer Advisors Announces the Recipients of the Mercer Advisors Scholarship to the University of California, Irvine
- Mercer boosts female leadership with new hire - Financial Planning
- The Nation's Largest Female-Owned RIA Started as a Business School Class Project - Worth
- 'Softer' Side of Planning More Important to Clients Than Documents - ThinkAdvisor
- UCI Alumna and CIWM Advisory Board Member, Shannon Eusey: Be Passionate, Take Risks
- Mercer Advisors Promotes Kara Duckworth to Lead Client Experience
