Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: San Francisco

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Annie Gottbehuet

Managing Director, Market Leader

Alex Gangl

Sr. Wealth Advisor

Bob Burlinson

Senior Director, Private Investments

Menlo Park, San Francisco

Matt Krensky

Senior Wealth Manager, Director

Menlo Park, San Francisco

Peter Gifford

Senior Wealth Manager, Director

Menlo Park, San Francisco

Stephen Donahue

Senior Wealth Manager, Director

Menlo Park, San Francisco

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