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
Analyst
Mark Albers
Partner Advisor
Michael Arteaga
Analyst
Bilal Aziz
Operations
Ronica Baghdishyan
Accounting
Alex Brown
Accounting Manager
Alan Bonde
Partner Advisor
Phil Boscarino
CFO Services
Michael Burr
Analyst
Todd Butler
Partner Advisor
Chrissy Canapari
Partner Advisor
Kristen Caseley
Advisor
Rehan Chaudhry
Partner Advisor
Adam Clark
Advisor
Sara Clark
Advisor Relations
Kimberly Clouse
Partner Advisor
Dominic Cozzetto
Partner Advisor
Scott Davis
Senior Advisor
Gina DeMaria
Account Manager
Jake Dorman
Advisor
Anthony Ferraiolo
Senior Analyst
Spencer Fonseca
Associate
Alan Gelb
Partner Advisor
Caprice Gibson
Marketing Analyst
Ryan Goldenhar
Partner Advisor
David Goldman
Operations
Erik Gulsrud
Partner Advisor
Karley Guyselman
Admin Assistant
Jeff Harley
Partner Advisor
Tanner Hamilton
Operations
Michael Hanagan
Analyst
Rich Hansen
Partner Advisor
Matthew Hanson
Head of Advisor Solutions
Mark Harris
Advisor, Partner Experience
Kelly Heath
Operations
Roman Holthouse
Analyst
Michael Hu
Advisor
Larry Isaacs
Partner Advisor
Eric Koeplin
Partner Advisor
Ross Kroll
Advisor
Mike Lambrakis
Partner Advisor
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
Amelia Machengete
Compliance Associate
Laurel Mann
Partner 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
Ray Prospero
Partner Advisor
Brian Purcell
Business Intelligence
Jonathan Row
Team Development and Success
Marc L. Russell
Principal
Abrian Sabo
Client Service Administrator
Angela Sayin
Executive Assistant
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
Advisory Solutions
Nathan Sonnenberg
Investment Research