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OUR TEAM

Every member of our team is unified around one purpose: to help you attain your goals and secure your future. Our team is dedicated to working collaboratively, both internally and externally with your family’s advisory team. We like to view ourselves as the next generation of private wealth management, and we combine thoughtfulness with excellence, delivering institutional-caliber solutions designed to help grow and preserve your wealth.

Shaan Baren

Shaan Baren, ChFC®

Julio Bedolla LourdMurray

Julio Bedolla

Charlotte Berry

Charlotte Berry, CFP®

Elizabeth Berry

Elizabeth Berry

Helen Chu

Helen Chu, CFA®, CFP®

Chris Comeau Delphi Private

Christopher Comeau

Shaina Desai

Shaina Desai, CFP®, ChFC®

lourd murray jessica cryer bio headshot

Jessica Cryer

Viviana Didakhe Delphi Private

Viviana Didakhe

Whitney Dreschler Delphi Private

Whitney Drechsler, Esq., LL.M., CFP®

Jenny Enlow

Jenny Enlow, CFP®

diamond fischer delphi private

Diamond Fischer

Josh Harlan

Josh Harlan

Alex Harris

Alex Harris, CFP®

Gary Hirschfeld

Gary Hirschfeld

Evan Hunter Delphi Private

Evan Hunter, CFA®, CFP®

Greg Jankowski

Greg Jankowski, CFP®

Jennifer Kansco

Jennifer Kansco

Gordon Kao

Gordon Kao

Jacqueline Kuhns LourdMurray

Jacqueline Kuhns

Mike Lee

Mike Lee

Blaine Lourd

Blaine Lourd

Keith Mckenzie

Keith McKenzie

Drew Morwood Delphi Private

Drew Morwood

Palmer Murray

Palmer N. Murray

Rick Nott

Rick J. Nott, CFA, CFP®, CPWA®

Margoth Romero

Margoth Romero, CFP®

Ian Ruebel

Ian Ruebel

Stephanie Schaaf

Stephanie Schaaf, CFA, CFP®, CAIA

ison serrano delphi private

Ison Serrano

Peter Wright

Peter J. Wright

Jill Young

Jill R. Young

Anis Zainuddin

Anis Zainuddin

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