Our Team

We share a passion for continual innovation and serving the best interests of our clients.
We share a passion for constantly innovating and serving the best interests of our clients.
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Leadership

Christine Leong Connors

Market Manager

David Lyon

Investment Team Lead

Mary Pang

Banker Team Lead

Robert Keller

Vice Chairman

Richard Slinn

Investment Specialist

Learn more about our firm and investment professionals through FINRA BrokerCheck

Let's Connect

 415-315-8282 

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