Our Team

 
  • Charles Porter, CFA

    President
    Trust and Wealth Management

  • Alex Bahamonde, CTFA

    Managing Director, Chief Fiduciary Officer

  • David Breitwieser

    Managing Director and Chief Investment Officer

  • Marta Goldberg, JD

    Managing Director and Fiduciary Wealth Advisor

  • Libby Witherspoon

    Managing Director and Senior Portfolio Manager

  • Vania Orozco

    Senior Director, Fiduciary Wealth Advisor

  • Derrick Garcia, CFP®

    Senior Director, Head of Portfolio Management

  • Laura Marquet, CFP®

    Senior Director, Fiduciary Wealth Advisor

  • Brooke Sharpton

    Portfolio Officer