Our Investment Advisory Team

Executives

Danilo Kawasaki, CFP® CPWA®

OSJ Manager

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Managing Partners

Zachary Bainter, CFP®

Managing Partner

Education UCLA, B.A.

Matthew Iantosca, CFP®

Managing Partner

Education Loyola Marymount University, B.A.

Ayal Shmilovich

Managing Partner

Education UCLA, B.A. University of Florida, Masters

Investment Advisor Representatives

Robert Castillo, ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Michael Baker

Investment Advisor Representative

Education San Diego State University, B.A.

Nick Licouris, CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Kaytlin Hall

Investment Advisor Representative

Education Roger Williams University, B.A. California Lutheran University, M.B.A.

Francine Lai

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Elijah Souza

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Investment Representatives

Corporate Assistants

Hugo Avamilano Alvarez

Office Operations Associate

Education Fundação Getulio Vargas, B.S. UCLA, Certificate in Finance

Second Language: Portuguese, Spanish

Nico Anduze

Client Services Associate

Education UCLA, B.A.

Shontell Camp

Office Administrator/Executive Assistant

Education University of Missouri, B.A.

Raquel Davies

Marketing And Events Coordinator

Education Mackenzie Presbyterian University, B.A.

Second Language: Portuguese

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Alan Michnoff

Social Media And Marketing Associate

Education Chapman Univeristy, B.F.A

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Michelle Silliman

Operations Manager

Education University of Southern California, B.A.

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A

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