Surevest is led by an exclusive team of financial planning and investment management specialists, who have earned some of the most recognized and valuable credentials in the industry. To better serve you, we continually work to keep our skills and knowledge at the top of our industry.
Financial Life Planners
Our financial life planners are as unique as the various needs of our clientele. At Surevest, our planners help achieve your goals through a specialized approach enhanced through team-based collaboration.
Wealth Transition Specialist Senior Wealth Advisor Senior Wealth Advisor Vice President - Financial Planning & Client Strategy Senior Wealth Advisor Director of Financial Planning & Senior Wealth Advisor Financial Coach & Behavioral Finance Specialist Senior Wealth AdvisorBreanne Polonia, AAMS®, CDFA®
Christina J. Mangino, CFP®, CKA®
Dan Bensema, CFP®, CPA, CEPA
Haddy Homampour, CFP®
Jennifer Jacobi, ChFC®
Jeremy A. Kisner, CFP®, CPWA®, CLU®
Levi J. Brown
Peter Burnham, CFP®
Investment Committee Leaders
Our investment committee is led by a team of individuals, each with more than a decade of experience, holding the most prestigious credentials in our industry.
CEO & Chief Investment Strategist COO & Director of Investments Vice-President and Portfolio Manager Director of Research and Trading Responsible Investment (ESG) AnalystRobert J. Luna, AIF®
MBA UCLA, Anderson School
Investment Committee ChairLuis Galdamez, CFA, CIPM, CFP®
Investment Committee MemberMarchello Holditch, CFA, CAIA
CI Multi-Asset Management
Investment Committee MemberAlexander H. Keller, CFA
Investment Committee MemberJeff Chan, MSc
Investment Committee Member
Operational Excellence
Our operational leadership team empowers us with the people, processes and technology necessary to meet our client’s expectations consistently.
Vice President - Client Services Chief Tech Guru Executive Assistant to the CEO Operations SpecialistMoriah Ranade, FPQP™
Clay Darland
Vanessa Patrick
Jenny Stratton
