TEAM

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We could certainly invite you out for a round of golf, or take you to an NBA/NFL game, but the way we see it, you don’t need a new friend. What you need is a trusted advisor — an expert who can make a real difference on your balance sheet.

Leadership

Driving our ongoing evolution are some of industry’s most notable mavericks.

Steven Lockshin

FOUNDER + PRINCIPAL

Jonathan Straub

FOUNDER + PRINCIPAL

Russel Marc

Marc L. Russell

FOUNDER + PRINCIPAL

Ann Shigemura-Hildebrand

Ann Shigemura-Hildebrand

CHIEF COMPLIANCE OFFICER

Nathan Sonnenberg

Nathan Sonnenberg

CHIEF INVESTMENT OFFICER

Davis Scott

Scott Davis

SENIOR ADVISOR

Boscarino Phil

Phil Boscarino

CFO SERVICES

Lovejoy Matt

Matt Lovejoy

HEAD OF BUSINESS DEVELOPMENT

Matt Woodward

OPERATIONS & REPORTING

Advisors

Meet the professionals focused on delivering practical insight and guidance.

Steven Lockshin

FOUNDER + PRINCIPAL

Russel Marc

Marc L. Russell

FOUNDER + PRINCIPAL

Mark Albers

PARTNER ADVISOR

Alan Bonde

PARTNER ADVISOR

Butler Todd

Todd Butler

PARTNER ADVISOR

Canapari Chrissy

Chrissy Canapari

PARTNER ADVISOR

Kristen Caseley

ADVISOR

Chaudhry Rehan

Rehan Chaudhry

PARTNER ADVISOR

Clark Adam

Adam B. Clark

ADVISOR

Kimberly Clouse

PARTNER ADVISOR

Cozzetto Dominic

Dominic Cozzetto

PARTNER ADVISOR

Davis Scott

Scott Davis

SENIOR ADVISOR

Randy Dippell

PARTNER ADVISOR

Dorman Jake

Jake Dorman

ADVISOR

Anthony Ferraiolo

ADVISOR

Gelb Alan

Alan Gelb

PARTNER ADVISOR

Goldenhar Ryan

Ryan Goldenhar

PARTNER ADVISOR

Gulsrud Erik

Erik Gulsrud

PARTNER ADVISOR

Matthew Hanson

HEAD OF ADVISOR SOLUTIONS

Rich Hansen

Richard Hansen

PARTNER ADVISOR

Jeff Harley

PARTNER ADVISOR

Mark Harris

ADVISOR

Michael Hu

Michael L. Hu

ADVISOR

Isaacs Larry

Larry Isaacs

PARTNER ADVISOR

Eric T. Koeplin

PARTNER ADVISOR

Ross Kroll

ADVISOR

Lambrakis Mike

Mike Lambrakis

PARTNER ADVISOR

Legault Dan

Daniel Legault

PARTNER ADVISOR

Jackie Lewis

PARTNER ADVISOR

Levine Josh

Joshua F. Levine

ADVISOR

Logee Megan

Megan Logee

PARTNER ADVISOR

Laurel Mann

PARTNER ADVISOR

R.J. Maunton

ADVISOR

Mundwiller Eric

Eric W. Mundwiller

PARTNER ADVISOR

Brett Nelson

PARTNER ADVISOR

Noosinow David

David Noosinow

PARTNER ADVISOR

Niza Oun-Nguyen

PARTNER ADVISOR

David Paley

PARTNER ADVISOR

Perskie Pam

Pam Perskie

PARTNER ADVISOR

Ray Prospero

PARTNER ADVISOR

Alison Roth

ADVISOR

Schnieder Lizz

Lizz Schneider

PARTNER ADVISOR

Shagawat Jim

Jim Shagawat

PARTNER ADVISOR

Katherine Simmonds

Katherine A. Simmonds

PARTNER ADVISOR

Jorge Soriano

Jorge Soriano

SENIOR ADVISOR

Josh Styrcula

Joshua L. Styrcula

PARTNER ADVISOR

Matt Wallen

PARTNER ADVISOR

Advisory Services

Jonathan Straub

FOUNDER + PRINCIPAL

Ann Shigemura-Hildebrand

Ann Shigemura-Hildebrand

CHIEF COMPLIANCE OFFICER

Nathan Sonnenberg

Nathan Sonnenberg

CHIEF INVESTMENT OFFICER

Aderemi Adeyemo

PORTFOLIO ANALYTICS

Arteaga Michael

Michael Arteaga

ANALYST

Aziz Bilal

Bilal Aziz

OPERATIONS & REPORTING

Baghdishyan Ronica

Roncia Baghdishyan

FINANCE & ACCOUNTING

Boscarino Phil

Phil Boscarino

CFO SERVICES

Alex Brown

CFO SERVICES

Michael Burr

PORTFOLIO ANALYTICS

Marc Campagnaro

OPERATIONS & REPORTING

Sara Clark

ADVISOR RELATIONS

Gina DeMaria

CFO SERVICES

Spencer Fonseca

ADVISORY ASSOCIATE

Caprice Gibson

MARKETING ANALYST

David Goldman

OPERATIONS & REPORTING

Guyselman Karley

Karley Guyselman

ADMINISTRATION

Hamilton Tanner

Tanner Hamilton

OPERATIONS & REPORTING

Michael Hanagan

OPERATIONS & REPORTING

Raquel Hazzard

ASSOCIATE

Matthew Hilliard

OPERATIONS & REPORTING

Roman Holthouse

ANALYST

Lin Joe

Joseph Lin

OPERATIONS & REPORTING

Lovejoy Matt

Matt Lovejoy

HEAD OF BUSINESS DEVELOPMENT

Amelia Machengete

COMPLIANCE

Maureira Karina

Karina Maureira

ANALYST

Nam Dina

Dina Nam

WEALTH STRATEGIST

Oh Joy

Joy Oh

OPERATIONS & REPORTING

Wayne Park

CFO SERVICES

Rachel Pasol

WEALTH STRATEGY SERVICES

Purcell Brian

Brian Purcell

TECHNOLOGY & BUSINESS INTELLIGENCE

Abrian Sabo

OPERATIONS & REPORTING

Sayin Angela

Angela Sayin

ADMINISTRATION

Schaengold Allison

Allison Schaengold

P@C SPECIALIST

Schillaci Duke

Duke Schillaci

ANALYST

Victoria Scott

OPERATIONS & REPORTING

Oswaldo Simental

PORTFOLIO ANALYTICS

Lake Smith

Lake Smith

ADVISORY SOLUTIONS

Mitchell Spinneberg

Mitchell Spinneburg

SENIOR ANALYST

Tiffany Spinney

OPERATIONS & REPORTING

Liz Stofenmacher

Liz Stofenmacher

CFO SERVICES

Nick Strunc

OPERATIONS & REPORTING

Brett Thomas

PORTFOLIO ANALYTICS

Madison Trout

ADVISORY ASSOCIATE

Jay Terrell

CFO SERVICES

Matt Woodward

OPERATIONS & REPORTING

Edmond Xiong

Edmond Xiong

TECHNOLOGY

Alec Yarbrough

Alec Yarbrough

WEALTH STRATEGIST

It’s not just our team, it’s our network.

After years of serving clients with estates that run from hundreds of thousands to billions of dollars, we have developed an in-depth knowledge of taxes, estate planning, insurance, corporate structure, and even aircraft acquisition. All these skills are fundamental to our business, but we’re the first to admit that we don’t know everything. Occasionally, our experts turn to other experts.

We have access to individuals at the top of their professions — experts who collaborate with us to serve our clients in a forum that’s both efficient and effective.

Shall we plan our first meeting?

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