Emerging Advisors Network

Emerging Advisors Network

Our Emerging Advisors Network (EAN) is a group of professional advisors within the first 10 years of their careers. Individuals come from a variety of disciplines, including law, accounting, financial planning, insurance and investment, and wealth management. The group convenes throughout the year to exchange ideas and information about philanthropy and issues affecting the Bay Area. EAN members develop a deeper understanding of philanthropy and the role it can play in their professional practices, as well as in life in the region.

  • There is no membership fee.
  • We accept new members year-round.
  • There are no membership terms or term limits.

Join EAN today!

Questions? Please contact Pamela Doherty at (415) 733-8521 or pdoherty[at]sff.org.

Emerging Advisors Network Members

Evan Abrams, Farella Braun + Martel LLP
Thomas Anderson, Capital Group
Andrew Artelt, Andersen Tax
Pareesa Ashabi, Andersen Tax
Richard J. Bake, Northern Trust Bank
Mercedes Bishop, BNY Mellon Wealth Management
Megan Brady,
Andersen Tax
Manuel Burkhardt-Apolonio, Hanke & Co. Wealth Management LLC
Jose Campos, Innovative Investment Partners, LLC
Jennifer Chan,
Iconiq Capital
Troy Christiansen, Andersen Tax
Alexis K. Claypool, C.P.A., Mowat Mackie & Anderson
Michael Daley, Daley C.P.A.
Stephen Duprey, C.P.A., Realize CPA LLP
David Elsaesser,
Northern Trust Bank
Michael Firestone, Fiduciary Trust International of California
Sophie Fitzpatrick,
BNY Mellon Wealth Management
Jocelyn Fong, Andersen Tax
Amanda Fox, Private Ocean, LLC
Ryan Fox, Northern Trust Bank
Jonathan French, J.D., Andersen Tax
Juan A. Gachet, Morgan Stanley
Nalui Garcia, Andersen Tax
Emma Gartner, Ernst & Young
Matthew Gatt, C.F.P., North Berkeley Investment Partners
Joseph Gruber, Aaron, Riechert, Carpol & Riffle
Hillis Haygood, UBS Financial Services, Inc.
Erica Hewitt, Jordan Park
Oscar Hoekstra, Andersen Tax
Eric Jackson, Realize CPA LLP
Kevin Bryce Jackson, Aaron, Riechert, Carpol & Riffle
Grace Kammeyer, Andersen Tax
Charles Kerl, C.F.P., Morgan Stanley
Spencer Kimbro, Andersen Tax
Brian Kozel, C.F.P., North Berkeley Investment Partners
Loi La,
C.P.A., Mowat Mackie & Anderson
Angelina Lam, Andersen Tax
Daniel S. Lee, Bingham, Osborn & Scarborough
Christine L. LeGrand, Merrill Lynch
Dan Loucks, C.F.P., Merrill Lynch
Michael Lucente, Northern Trust Bank
Megan McLetchie, Andersen Tax
Todd McPherson, Evercore Wealth Management, LLC
Anna Michnicka, Weintraub Tobin Chediak Coleman and Grodin Law Corp.
Erik Midas, Karp Capital Management
Karl F. Mill, J.D., Adler & Colvin
Nicolas Monroy,
J.P. Morgan Chase & Co.
Matthew Munro, C.F.P., Sand Hill Global Advisors
Laura Neal, Iconiq Capital
Max Ortiz,
U.S. Trust, Bank of America Private Wealth Management
Casey Peacock, Goldman Sachs
Ron Peoples, Johnston, Kinney & Zulaica LLP
Deena Rahman,
J.P. Morgan Asset Management
Paola Ramos, Mercer Advisors
Alex Ritschard,
Andersen Tax
Stephanie Roeser, J.D., Manatt, Phelps & Phillips LLP
Bri Scharmann, Andersen Tax
Amanda Schwartz, Northern Trust
Jennifer P. Seksaria, J.D., Barulich Dugoni Law Group Inc.
Zach Smith, Brighton Jones Wealth Management
Cameron Smith, Andersen Tax
Nicole Sturman, Andersen Tax
McKenzie Sullivan, C.F.P., Epiq Capital
Mikkela Sweet, J.D., Fiduciary Trust Company International
Janice S. Tam, J.D., Estatehood
Minerva Tottie,
C.P.A., Realize CPA LLP
Edith Tse, C.F.A., Evercore Wealth Management LLC
Crystal Valdez, J.P. Morgan
Kristen Wolff, Sideman & Bancroft Law Offices
Lawrence Wong, Northern Trust Bank
Zhi Min Wu, Northern Trust Bank
Winnie Yam, C.F.P., Northern Trust Bank
Syl Yip, Uplift Investing
Alvina Yung, Andersen Tax

Please note: network members’ titles and firms are listed for affiliation purposes only