Board of Directors

President

David Crean

Objective Capital Partners, LLC
Sponsorship Co-Chair

Shaun Alger

Volohaus
Sponsorship

Jeralin Cardoso

Sheppard Mullin Richter & Hampton LLP
Finance

Josh Donnelly

Shoreline Partners, LLC
Membership

Jason Femrite

Procopio Cory Hargreaves & Savitch
Committee Liaison

Brent Glova

Vantage Point Advisors, Inc.
Programs

Leo Klijn

Henberger
Marketing Chair

Betsy Lemaire

Signature Analytics
Programs Co-Chair

Carlos Martinez

Haskell & White LLP
Committee Chair

Jay McCabe

Comerica Bank
Sponsorship

Keith McKenzie

Delphi Private Advisors
Programs Co-Chair

Stuart Moss

Keystone Capital Markets
Committee Member

Mathew Oatman

Wells Fargo
Programs

David Noosinow

AdvicePeriod
Board Member

Todd Poling

Vantage Point Advisors, Inc.
Board Member

John Rains

Alliant Insurance Services
Membership Chair

Jay Robinson-Duff

First American Trust
Programs

Jim Stewart

PKF
Membership Chair

Kim Ufford

Levitzacks
Programs

Kurt Wickham

West Partners
Executive Director

Judy Susser-Travis

Committee Liaison

Courtney Moore

ACG San Diego
Finance

Michele Lambert

Vista Community Clinic