- BA in Social Sciences, California State University, Stanislaus
Ruby joined the firm in 2018 and works within our Client Service Team managing client administrative and operational activities for our private and institutional clients. She also assists Wealth Managers with investment portfolio reviews, provides day to day client service and interfaces with custodians for ongoing account transactions and maintenance. Prior to joining the firm, she was an investment analyst at a local firm. Ruby has over ten years’ experience in wealth management.