Our Silicon Valley Office

Meet Our Silicon Valley Colleagues

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Jonathan Berrios

Associate

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Kevin Dorwin

Partner & Market Leader

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Jennifer Ellison, CFA

Partner

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Garrett Gillett

Senior Associate

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Judith Gordon

Principal

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Minnie Yao Sanford, CFP®

Principal

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Michelle Soto, CDFA®, CFP®

Partner

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Peter Yoon, CFA

Principal

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Michael Disharoon

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.