People

Work with real people who are also real experts.

Your LNW team is made up of caring, sociable folks who just happen to be very good at wealth management.

Meet them, and get a sense of the exceptional breadth and depth you tap into when you work with us.

Team Designation

36

(CFP®)
Certified Financial Planners™

15

(CFA®)
Chartered Financial Analysts®

8

(CPA)
Accountants

6

(JD)
Attorneys

4

(CPWA)
Certified Private Wealth Advisor®

4

(CTFA)
Certified Trust Financial Advisers

3

(CAIA)
Chartered Alternative Investment Analysts

2

(CDFA®)
Certified Divorce Financial Analysts®

1

(ChSNC®)
Chartered Special Needs Consultant®

rick
ahnger
Operations Specialist
ronald
albahary
Chief Investment Officer
shelly
altman
Senior Wealth Analyst
ben
andrew
Senior Wealth Analyst
matt
argyropoulos
Wealth Manager
theresa
arroyo
Senior Manager, Financial Operations
nikki
ashayer
Operations Associate
carla
avendano
Wealth Analyst
jacki
badal
General Counsel & Corporate Secretary
david
baker
Senior Director, Investment Strategy & Communications
amin
baradaran
Wealth Advisor
nathan
barnard
Investment Analyst
robert
basso
Senior Operations Specialist
kristen
bauer
Chief Executive Officer
heather
bautista
Office Manager
jann
berry
Facilities Coordinator
matt
boissoneault
Client Associate
vayola
brady
Operations Specialist
julie
bronson
Senior Manager, Learning & Development
penny
bunch
Senior Wealth Analyst & Trust Services
scott
butterfield
Vice Chair
scott
byrnes
Wealth Manager
glenn
callahan-mayo
Wealth Analyst
patrick
callihan
Client Service Manager
ian
campbell
Reporting Supervisor
ada
campos
Compliance Associate
bryan
cass
Wealth Manager
chris
certo
Wealth Analyst
preeti
chamber
Wealth Analyst
jennifer
chan
Wealth Manager
clarisse
chavez
Client Associate & Trust Services
jason
cheng
Technology Manager
whitney
chivinski
Client Associate & Trust Services
sheena
coenen
Senior Client Associate
kim
conaty
Director, Administrative Resource Group
christy
covalesky
Wealth Manager
trey
cranney
Wealth Analyst
caroline
cruz
Client Associate
brenda
darcy
Human Resources Generalist
smritika
das
Operations Analyst
chase
davenport
Senior Operations Specialist
natalie
davis
Administrative Associate
greg
deeth
System Administrator
kaitlyn
dong
Client Associate
kate
donnelly
Wealth Manager
stephen
dower
Senior Wealth Analyst
scott
dresser
Senior Wealth Analyst
elizabeth
emory
Senior Compliance Officer
maggie
fennie
Senior Wealth Analyst
david
ferguson
Wealth Manager
jack
fraser
Client Associate
kari
frink
Senior Wealth Analyst & Trust Services
holly
galbrecht
Wealth Manager
conrad
gehrmann
Vice Chair
lin
gong
Wealth Manager
brandon
gonzalez
Wealth Analyst
john
goodwin
Vice Chair & Chief Legacy Strategist
mike
graziano
Wealth Manager
chanel
griffith
Senior Wealth Analyst
jocelyn
guarnes
Senior Operations Specialist
marie
gurgel
Estate Planning Associate
lauren
halloran
Chief Compliance Officer
cole
harper
Wealth Analyst
leslie
harrison
Associate General Counsel
chris
hauswirth
Chief Business Development Officer
alana
hawkins
Senior Client Associate
ross
henry
Wealth Manager
steve
herzog
Wealth Manager
ursula
heuscher
Senior Client Associate & Trust Services
jen
hicks
Wealth Manager
trevor
hicks
Chief Technology Officer
dave
hill
Senior Wealth Analyst
nicole
ho
Senior Client Associate
lyssa
holman grimaldo
Wealth Manager
natalee
holt
Client Associate
brittany
huber
Marketing & Communications Manager
kristin
hulquist
Wealth Analyst
sean
hummel
Wealth Analyst
ehmer
jafar
Client Associate
stephen
janowsky
President, RIA
yong
jeong
Administrative Associate
brian
johnson
Wealth Manager
brendan
jung
Wealth Advisor
nick
kanzaki
Wealth Manager
palak
kapur
Client Associate 
caitlin
kelly
Senior Operations Associate
kayla
kemner
Chief Financial Officer
keon
khamsehpour
Wealth Manager
sabreena
khan
Senior Operations Specialist
megu
kilmer-morris
Senior Operations Analyst
joelle
klimok
Client Associate
futoshi
kobayashi
Senior Graphic Designer
kerina
koch
Senior Operations Associate and Equity, Inclusion, & Culture Manager
matthew
kolakowski
Wealth Advisor
andrew
kouchi
Senior Client Associate
debra
Kuang
Wealth Manager
anissa
labyad
Senior Wealth Analyst
ga-Hsin
lai
Senior Technical Program Manager
justina
lai
Chief Impact Officer
wendy
lai
Wealth Manager
teri
LaMar
Wealth Manager
scott
larson
Senior Investment Analyst
karen
leech
Wealth Manager
sherry
lehmann
Managing Director, Human Resources
june
lim
Tax Specialist
francesca
llorente
Client Associate
darren
loche
Financial Operations Manager
jennifer
lucero
Client Associate & Trust Services
ela
lusky
Senior Wealth Analyst
alyssa
luttrell
Investment Business Manager
rena
macoubrie
Client Associate & Trust Services
james
mahoney
Wealth Manager
sami
managhebi
Wealth & Tax Advisor
lauren
martin
Wealth Manager
tarek
masri
Staff Accountant
kristi
mathisen
Managing Director, Tax & Financial Planning
william
mayer
Wealth Analyst
mason
mccollum
Senior Client Associate
terrell
mckay
Operations Associate
brandon
mckerney
Chief Operating Officer
john
mell
Wealth Manager
mariel
mendelsohn
Wealth Analyst
rebecca
miles
Senior Wealth Analyst
aaron
mirandon
Director, Investments
jenna
moffat
Senior Client Associate & Trust Services
kate
morham
Wealth Manager
erin
moyer
Managing Director, Marketing & Communications
angie
myers
Wealth Analyst
sarah
myhre
Operations Manager
tracy
nelson-fenwick
Executive Assistant
katie
neuman
Administrative Associate
fidya
njoo
Senior Operations Lead
david
nolte
Senior Operations Specialist
nicole
notter
Client Associate
dan
o'Donnell
Director, Private Equity
monica
padineant
Wealth Manager
laura
pantaleo
Wealth Manager
antonette
pastor
Operations Analyst
kendall
pentecost
Wealth Analyst
lisa
pham
Human Resources Generalist
stan
poltavets
Investment Analyst
michael
prodromou
Wealth Advisor
maria
pyatigorsky
Wealth Manager
cesar
ramos
Database Developer
yvonne
razo
Senior Client Associate
cody
reaves
Wealth Manager
michelle
reid
Payroll Manager
cameron
ribler
Wealth Advisor
vivian
rodas
Client Associate
andrea
rosales
Senior Wealth Analyst
jeff
sain
Wealth Manager & Trust Services
nayeli
sanchez
Senior Client Associate
aly
sanders
Wealth Analyst
trevor
sandner
Wealth Analyst
lee-norah
sanzo
Wealth Manager & Trust Services
monica
scheiber
Client Associate & Trust Services
max
schulte
Senior Client Associate
cassandra
scroggs
Senior Wealth Analyst & Trust Services
becca
shepherd
Impact Management Analyst
shantae
shimabuku
Operations Lead
stephen
shimeld
Senior Client Associate
amy
singh
Executive Assistant
debra
smiley
Wealth Manager & Trust Services
brandon
smith
Director, Estate Planning
alex
smith
Client Associate
simon
smundak
Senior Director, Manager Research
lisa
spaulding
Senior Manager, Projects & Programs
ryan
sprayberry
Wealth Analyst
soula
stefanopoulos
Senior Content Manager
heather
szegedi
Client Associate & Trust Services
randy
ta
Help Desk Associate
vichhika
taing
Operations Analyst
leiya
tatad
Client Associate
megan
tom
Wealth Advisor
tad
trammell
Managing Director, Operations & Reporting
albert
trejo
Compensation & Benefits Manager
robert
trinchet
Director, Technology
judi
tucker
Senior Accountant
joseph
turner
Senior Director, Accounting
rodney
van belle
Wealth Manager
debra
wetherby
Founder & Wealth Manager
brian
whitaker
Wealth Manager
andrew n.
whitney
Investment Associate
patrick
wickre
Client Associate
carla
wigen
President, Trust Services
cara
williams
Chief Client Service Officer
lathrope
wilmore
Operations Specialist
breahna
wilson
Senior Client Associate
kyle
winterbotham
Wealth Manager
kirsten
wisdom
Wealth Analyst & Trust Services
tonye
wokoma
Wealth Analyst
lauren
wood
Wealth Manager
ria
wright
Senior Business Development Manager
suzanne
zahniser
Of Counsel & Assistant Corporate Secretary
susan
zurek
Wealth Manager & Trust Services