WE’RE EXPERTS BECAUSE WE’VE BEEN AT THIS FOR A VERY LONG TIME
Our firm has a history steeped in pioneering wealth management, developing many of the services and practices that are the industry’s gold standard. In fact, the entire AdvicePeriod team is comprised of mavericks — advisors who have led the pack, professionals with tremendous experience and expertise.
They came together to create a different kind of wealth advisory and make history once again.
Your AdvicePeriod Team
Team Gallery Sample
Aderemi Adeyemo
Mark Albers
Michael Arteaga
Bilal Aziz
Operations
Ronica Baghdishyan
Accounting
Alex Brown
Accounting Manager
Alan Bonde
Partner Advisor
Phil Boscarino
CFO Services
Holli Buck
Reporting Specialist
Michael Burr
Analyst
Todd Butler
Partner Advisor
Chrissy Canapari
Partner Advisor
Rehan Chaudhry
Partner Advisor
Adam Clark
Advisor
Dominic Cozzetto
Partner Advisor
Michael Crabtree
Reporting & Analytics
Scott Davis
Senior Advisor
Jake Dorman
Advisor
Ronald Fatoullah
Partner Advisor
Josh Fein
Partner Advisor
Caprice Gibson
Marketing Analyst
Alan Gelb
Partner Advisor
Ryan Goldenhar
Partner Advisor
David Goldman
Operations
Erik Gulsrud
Partner Advisor
Karley Guyselman
Admin Assistant
Tanner Hamilton
Operations
Rich Hansen
Partner Advisor
Mark Harris
Advisor, Partner Experience
Kelly Heath
Operations
Michael Hu
Advisor
Larry Isaacs
Partner Advisor
Eric Koeplin
Partner Advisor
Ross Kroll
Advisor
Mike Lambrakis
Partner Advisor
Anthony Ferraiolo
Senior Analyst
Anh Le
Staff Accountant
Dan Legault
Partner Advisor
Joshua Levine
Advisor
Jackie Lewis
Partner Advisor
Joseph Lin
Champion of Partner Success
Steven D. Lockshin
Principal
Megan Logee
Partner Advisor
Matt Lovejoy
Head of Business Development
Laurel Mann
Advisor
RJ Maunton
Advisor
Karina Maureira
Analyst
Eric W. Mundwiller
Partner Advisor
Dina Nam
Wealth Strategist
Brett Nelson
Partner Advisor
David Noosinow
Partner Advisor
Joy Oh
Associate
Wayne Park
CFO Services
Rachel Pasol
Paralegal
Pam Perskie
Partner Advisor
Jesse Porter
Partner Advisor
Brent Pressentin
Partner Advisor
Ray Prospero
Partner Advisor
Brian Purcell
Business Intelligence
Jonathan Row
Team Development and Success
Marc L. Russell
Principal
Angela Sayin
Allison Schaengold
P@C Specialist
Duke Schillaci
Analyst
Lizz Schneider
Partner Advisor
Jim Shagawat
Partner Advisor
Ann Shigemura-Hildebrand
Compliance
Katherine Simmonds
Partner Advisor
Lake Smith
Associate
Nathan Sonnenberg
Investment Research
Jorge Soriano
Advisor
Mitchell Spinneberg
Senior Analyst
Liz Stofenmacher
CFO Services
Jonathan P. Straub
Principal
Nick Strunc
Associate