Team


MEET LOURDMURRAY

Our Team

  • Annie Shieh

    Annie Shieh

  • Blaine Lourd

    Blaine Lourd

  • Brendan McEwan, CFP®

    Brendan McEwan, CFP®

  • Charlotte Berry, CFP®

    Charlotte Berry, CFP®

  • Elizabeth Berry

    Elizabeth Berry

  • Glenn Freed, Ph.D.

    Glenn Freed, Ph.D.

  • Gordon Kao

    Gordon Kao

  • Helen Chu, CFA, CFP®

    Helen Chu, CFA, CFP®

  • Ian Ruebel

    Ian Ruebel

  • Jennifer Kancso

    Jennifer Kancso

  • Jenny Enlow, CFP®

    Jenny Enlow, CFP®

  • Jessie Sparks-Schaefer

    Jessie Sparks-Schaefer

  • Jill R. Young

    Jill R. Young

  • Jim Amerman, CPA, CFP®

    Jim Amerman, CPA, CFP®

  • Jonathan Sumilang

    Jonathan Sumilang

  • Kay Tran

    Kay Tran

  • Linsey Schwartz

    Linsey Schwartz

  • Michael Lee

    Michael Lee

  • Mike Monahan, CSM, ITIL

    Mike Monahan, CSM, ITIL

  • Palmer N. Murray

    Palmer N. Murray

  • Peter J. Wright

    Peter J. Wright

  • Richard J. Nott, CFP®

    Richard J. Nott, CFP®

  • Shaan Baren

    Shaan Baren

  • Stephanie Schaaf, CFA

    Stephanie Schaaf, CFA

  • Susan Yang

    Susan Yang

Management

  • Blaine Lourd

    Blaine Lourd

    Founder & Co-CEO
  • Glenn Freed, Ph.D.

    Glenn Freed, Ph.D.

    CHIEF INVESTMENT OFFICER
  • Jill R. Young

    Jill R. Young

    Chief Compliance Officer
  • Michael Lee

    Michael Lee

    PRESIDENT & COO
  • Palmer N. Murray

    Palmer N. Murray

    Co-CEO

Wealth & Advisory 

  • Blaine Lourd

    Blaine Lourd

    Founder & Co-CEO
  • Brendan McEwan, CFP®

    Brendan McEwan, CFP®

    Wealth Manager
  • Charlotte Berry, CFP®

    Charlotte Berry, CFP®

    Associate Wealth Manager
  • Helen Chu, CFA, CFP®

    Helen Chu, CFA, CFP®

    Senior Wealth Manager
  • Jenny Enlow, CFP®

    Jenny Enlow, CFP®

    Wealth Manager
  • Jim Amerman, CPA, CFP®

    Jim Amerman, CPA, CFP®

    Director, Wealth Manager
  • Palmer N. Murray

    Palmer N. Murray

    Co-CEO
  • Peter J. Wright

    Peter J. Wright

    Executive Director, Wealth Advisor
  • Richard J. Nott, CFP®

    Richard J. Nott, CFP®

    Wealth Manager
  • Shaan Baren

    Shaan Baren

    Associate Wealth Manager
  • Stephanie Schaaf, CFA

    Stephanie Schaaf, CFA

    Investment & Wealth Strategist

Accounts & Portfolios

  • Annie Shieh

    Annie Shieh

    Portfolio Manager
  • Elizabeth Berry

    Elizabeth Berry

    Client Service Associate
  • Gordon Kao

    Gordon Kao

    Senior Portfolio Manager
  • Ian Ruebel

    Ian Ruebel

    Client Service Administrator
  • Kay Tran

    Kay Tran

    Client Service Director
  • Linsey Schwartz

    Linsey Schwartz

    Client Service Associate
  • Susan Yang

    Susan Yang

    Sr. Client Service Associate

Corporate Services

  • Jennifer Kancso

    Jennifer Kancso

    Executive Assistant
  • Jessie Sparks-Schaefer

    Jessie Sparks-Schaefer

    Office Manager & Executive Assistant
  • Jonathan Sumilang

    Jonathan Sumilang

    Controller
  • Mike Monahan, CSM, ITIL

    Mike Monahan, CSM, ITIL

    IT DIRECTOR