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Stanford Slovin
Partner – Managing Director
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Jonathan Neuman, CFP®, ChFC®, AIF®
Partner – Managing Director
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Patrick Callaghan
Partner – Managing Director
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Chin Hui (Lisa) Su
Partner – Managing Director
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Irene Kapusciarz
Director of Client Relationships & Operations
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Gidon Neuman
Client Associate
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Trevor Merkley
Client Associate
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Ellen Liu
Client Associate
Meet our team.
