Our Team
Ashley Armenta
Director of Operations
Jakob Horwitz
Intern
Silvia Pei Liu
Financial Advisor
Ridhdhi Shah
Portfolio Administrator
Nicoletta Funteas
Financial Officer | Human Resource Director
Kristopher Villanueva
Portfolio Administrator
Les Winston
CAP Chartered Advisor in Philanthropy
Robert W. Youman, CPA
Managing Director | Investment Advisor
