A multi-generational wealth management firm that will grow alongside you for your family's lifetime.
LEADERSHIP TEAM
Tyler Hay
Chief Executive Officer, Partner
Michelle Watson, CFA, CAIA, CFP®
Partner and Executive Vice President, Family Office
Jeff Eulberg, J.D., CFP®
Managing Director, Family Office, Partner
David Hay
Chief Investment Officer, Partner
Louis Gave
Partner
ADVISORS
ADVISORS
Sean Figueroa
Managing Director, Family Office, Partner
Jeff Otis
Senior Wealth Consultant, Partner
Heidi Jeromanovs, CFP®
Senior Financial Planner, Regional Director, Oregon
Steve Enos
Managing Director, Family Office, Partner
Mark Nicoletti
Managing Director, Family Office, Partner
Chris Dankworth
Managing Director, Family Office, Partner
Katie Vercio, CFP®, CDFA
Senior Financial Planner
Quinn Sterling, CFP®
Wealth Consultant
Mike Wiesmann
Wealth Consultant, Partner
Rob Dainard, CFA
Wealth Consultant, Research Associate
INVESTMENT & OPERATIONS
Join Our Team
Are you interested in working as an adviser or service associate on our Private Wealth team? We are looking for dynamic, motivated professionals who would like to establish a long-term career in investment and financial advice. With offices along the West Coast, we are hiring in most of our locations for experienced individuals, eager to adapt to best serve clients in this rapidly evolving industry.
Click below to reach out and introduce yourself. We would like to connect and assess whether we are a mutual fit!