DJ works within our Client Service Team managing operational transactions and activities for our private and institutional clients. He provides support to Principals and Wealth Managers with processing asset transfers, preparing investment portfolio reviews, and interfacing with custodians for ongoing account maintenance for clients.
Prior to joining the firm, DJ interned with Mercer Advisors as an assistant to the Client Service Team.
DJ is an avid reader and lives in the East Bay.
B.A. in Music, Science, and Technology, Stanford University