The Team
Rafael O. Velez III - Managing Director and Chief Compliance Officer
Rafael holds a B.S. from Menlo College and the Accredited Investment Fiduciary® designation, which is associated with Katz, School of Business at The University of Pittsburg. In 2007, he was named by Registered Rep magazine as one of the "Top 100 Independent Advisors in America" and by the San Francisco Business Times as one of the "Top 25 Independent Wealth Managers in the San Francisco Bay Area". He has 17 years of experience and his prior affiliations were Raymond James, Citicorp, American Express and Kidder, Peabody.
Mark B. Pietrofesa - Advisor
Mark holds a B.S. from The University of Minnesota, has earned the Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association (FPA). In August of 2007, he was named by Registered Rep magazine as one of the "Top 100 Independent Advisors in America". He brings 19 years of experience to his clients and his prior affiliations include Raymond James and American Express.
William A. Fisher - Advisor
For 18 years, Bill has provided financial solutions to his clients. He holds a B.S. from The University of Southern California and has earned the Certified Financial Manager (CFM) designation. His prior advisory experience was with the Merrill Lynch Corporate Services Group. He has experience in fixed income trading and as an equity analyst covering home building, materials, gaming and lodging with Franklin Templeton. In August of 2007, he was named by Registered Rep magazine as one of the "Top 100 Independent Advisors in America".
Michael A. Radakovich - Advisor
Mike holds a B.S. from Oregon State University. He has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He has served on various industry boards and was President of the Portland chapter of the Society of Financial Service Professionals. For over 20 years, he has provided customized financial solutions and his prior affilations include New England Financial, Economic Growth Group and Fahnestock & Company.
Cristina A. Petersen - Director, Client Services
Kathryn Buteyn - Portfolio Administrator
Mylinh Nightengale - Client Liaison
