Board of Directors

David Crean

President
Objective Capital Partners, LLC

Jeralin Cardoso

Sponsorship
Sheppard Mullin Richter & Hampton LLP

Shaun Alger

Sponsorship Co-Chair
Volohaus

Josh Donnelly

Finance
Shoreline Partners, LLC

Jason Femrite

Membership
Procopio Cory Hargreaves & Savitch

Brent Glova

Committee Liaison
Vantage Point Advisors, Inc.

John Henberger

Betsy Lemaire

Marketing Chair
Signature Analytics

Carlos Martinez

Programs Co-Chair
Haskell & White LLP

Jay McCabe

Committee Chair
Comerica Bank

Keith McKenzie

Sponsorship
Delphi Private Advisors

Dorothy McLin

Stuart Moss

Programs Co-Chair
Keystone Capital Markets

David Noosinow

Programs
AdvicePeriod

Todd Poling

Committee Chair
Vantage Point Advisors, Inc.

John Rains

Board Member
Alliant Insurance Services

Jay Robinson-Duff

Membership Chair
First American Trust

Jim Stewart

Programs
PKF

Kim Ufford

Membership Chair
Levitzacks

Kurt Wickham

Programs
West Partners

Michele Lambert

Finance
Vista Community Clinic

Judy Susser-Travis

Executive Director