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Professionals who care about you and your family.
Relentless in their pursuit of knowledge and adhering to the highest standards.
Senior Management Team
Aldwin Arthur Rafferty
Co-Founder and Board Member
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Thomas George Callen
Co-Founder and Board Member
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Peter Lin
Chief Executive Officer and Board Member
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Chase Kovner
Managing Partner and Board Member
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Noah Henry Patton
Chief Strategist
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William Peter Holt
Head of Asset & Wealth Management
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Chang Chen
Chief Securities Lawyer
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Wolfgang Becker
Chief Operations Officer
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Robert Bowen
Chief Compliance Officer
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Christiane Dressler
Director of Investment Banking
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Tom Grey
Head Of Trading
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Cora Miao
Head of Accounts
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Kelly Ko
Head of Retail Trading
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Senior Wealth Advisors
James Gerald Harper
Chief Trader
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John Hsu
Chief Financial Officer and Board Member
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Edward Robert Wade
Senior Wealth Advisor
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Jack Benjamin Cross
Senior Wealth Advisor
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Roger Barton
Senior Wealth Advisor
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John Van Wyk
Senior Wealth Advisor
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Luke Wright
Senior Wealth Advisor
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David Shaw
Senior Wealth Advisor
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George Silva
Senior Wealth Advisor
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Meet the talent behind our results.
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