Our Team

Gerard Addeo, CPA

Founder

Michaelle Antoine

Financial Planning

Bhav Basnet, CPA

Tax & Accounting

Mary Burke

Communications Liaison

Jennie Chang

Investments

Elizabeth Eser Jose

Administrative Assistant & Payroll Admin

Nick Gabriele

Tax & Accounting

Jean Gong, CPA

Tax & Accounting

Fahad Hasan, CFA®

Investments

Liam Hibbits

Investments

Stan Kagan, CPA

Director of Taxation

Harry Lee

Financial Planning

Eleanor Levito

Business & Management Services

Yandie Liautaud, CFP®

Financial Planning Director

JiaYin Lu

Tax & Accounting

Mark Salerno, CFP®

Financial Planning

Tom Watts, CFA®, CAIA, CFP®

Director of Investments

Frank Waung

Investments

Patricia Zapata

Tax & Accounting Manager