Meet the Team

Stephen Janachowski
President & CEO
Bio

Peg Pike
Chief Operating Officer
Bio

Christian Thwaites
Chief Strategist
Bio

Antony M. Orme
Director of Private Wealth
Bio

Rita Lee
Director of Research, VP
Bio

Jack Scaff III, MSBA
Financial Advisor, VP
Bio

Chris Akamine, CFP®
Financial Advisor, VP
Bio

Anne Johnston, CFP®
Financial Advisor
Bio

Emily Taken-Vertz, CFP®
Financial Advisor
Bio

Jill Carothers
Financial Advisor
Bio

Winnie Butt, CFA
Financial Advisor
Bio

Derrick Poon
Head Trader
Bio

Winky Liu
Financial Analyst
Bio

Carolyn Van Wagner
Client Relationship Specialist/Operations Control - Bio

Liza EsselSagoe, IACCP®  Compliance Manager
Bio

Jessica Kobaly
Client Relationship Specialist
Bio

Lily Guidry
Client Relationship Specialist
Bio

Deborah Shaug
Client Relationship Specialist
Bio

Cheryl Athas
Client Relationship Specialist
Bio

Carolyn O’Neill
Administrative Assistant
Bio

Brian Lee
Trading Associate
Bio

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Azaian Cagalingan
Summer Intern

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Jake Alwitt
Summer Intern

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Gun Lim
Summer Intern