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Leading Advisors

new montgomery

Harris myCFO™
Michael J. Montgomery

Managing Director
Scottsdale, AZ 85251

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Phone: 480.302.3777
Email
Website

Total Firm Assets: $16.7 billion
Largest Client Net Worth: $1 billion +

new meyer

Meyer, Pickens, Turner Wealth Management Group at MSSB
Kurt Meyer

Financial Planner
Tempe, AZ 85281

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Phone: 480.345.4712
Email

Total Firm Assets: $400 million
Largest Client Net Worth: $1.5 billion

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Morgan Stanley Smith Barney
Rebecca Rothstein

Managing Director–Wealth Management, Family Wealth Director
Beverly Hills, CA 90212

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Phone: 310.285.2623
Email
Website

Total Firm Assets: $2 billion
Largest Client Net Worth: $750 million

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Strategic Global Investment Services
Richard S. Farkas

President, Financial Advisor, RJFS
Campbell, CA 95008

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Phone: 408.371.0500
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: $20 million (as of 9/30/09)

black charles 5.5.10

HighMark Capital Management, Inc.
Charles R. Black

Senior Portfolio Manager
Irvine, CA 92612

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Phone: 949.553.7187
Email
Website

Total Firm Assets: $85.6 billion
Largest Client Net Worth: Confidential

copeland

Signature Estate & Investment Advisors LLC
Mark E. Copeland

Senior Partner
Irvine, CA 92614

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Phone: 949.705.5188
Email
Website

Total Firm Assets: $293 million
Largest Client Net Worth: $100 million +

The Private Bank, Union Bank, N.A.
David A. Jochim

Senior Vice President
Irvine, CA 92612

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Phone: 949.553.2520
Email
Website

Largest Client Net Worth: Confidential

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Morgan Stanley Smith Barney
Larry Palmer

Managing Director
Los Angeles, CA 90071

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Phone: 213.486.7105
Email
Website

Total Firm Assets: $1 billion
Largest Client Net Worth: $6.5 billion

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The Glowacki Group LLC
Michael Glowacki

Founder
Los Angeles, CA 90064

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Phone: 310.473.0100
Email
Website

Total Firm Assets: $260 million
Largest Client Net Worth: $120 million

new cherry

The Private Bank, Union Bank, N.A.
Ray C. Cherry

Vice President and Senior Wealth Advisor
Los Angeles, CA 90071

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Phone: 213.236.5570
Email
Website

Largest Client Net Worth: $250 million