After long-time service as a United States Air Force officer, Todd entered the investment industry in 1992. His experience includes both portfolio management and financial planning. On the portfolio management side, his specialization is in risk and valuation models. On the financial planning side, his specialization is in estate planning, including international planning. Todd holds a Doctor of Business Administration in Finance from Golden Gate University. He earned his law degree from Monterey College of Law and his LLM in Taxation from Golden Gate University. Todd is also a Certified Financial Planner®.
Yuka Marosek Director of Portfolio Management
Yuka comes to us with an extensive background of over 25 years in portfolio management and research, including 15 years as an equity analyst and 10 years as a credit/bond analyst. Most recently, Yuka researched international equities for the German financial services giant Allianz. She has extensive experience working with private clients, trust clients, and institutional clients. Yuka has a Master of Business Administration degree in Finance and is a Chartered Financial Analyst.
Philip Bui Research Analyst
Prior to joining our team, Philip was a research analyst intern at Stanford Management Company (the University’s endowment arm) and a research analyst for a dedicated fund at the University. While at the Endowment, his research focused on natural resources and his expertise is in valuation models. Philip holds a degree in economics from Stanford University and is a Chartered Financial Analyst candidate. He was a recipient of the Gates Foundation’s Millennium Scholarship.
Jeremy D. Curtis Director of Financial Planning
Immediately prior to joining our team, Jeremy was the in-house counsel and business manager for a medical services group. Prior to that, he was involved in biomedical research. Jeremy holds a law degree (with honors) and a Master’s degree in Personal Financial Planning from Texas Tech University. He received his Bachelor’s degree in Neuroscience from Brigham Young University. Jeremy lived in Mexico for two years and is fluent in Spanish. He is a licensed attorney — but does not practice law — has passed the examination for the Certified Financial Planner® credential and the Uniform Investment Advisor Law (Series 65) examination.
Katherine Horton Financial Planner
Katie is a Certified Public Accountant. At renowned accounting firm Ernst & Young, she performed financial & tax accounting for Silicon Valley companies — such as Cisco Systems — advised in the proper tax treatment of stock options, as well as assisted individual clients with tax planning, & tax return preparation. Prior to that, Katie prepared the budget for the athletic program at a major university. She holds a Master’s degree in Personal Financial Planning from Texas Tech University. Katie received her Bachelor’s degree in Accounting from Brigham Young University. She is a Certified Exit Planner® and has passed the examinations for the Certified Financial Planner® credential and the Uniform Investment Advisor Law (Series 65) examination.
Christie M. Whitney Financial Planner
Christie has over 12 years of experience in the investment industry. She has served in administration, client service, and portfolio accounting. Prior to joining our team, Christie was a client services specialist in the private client divisions of JP Morgan, Wells Fargo Van Kasper, and Oppenheimer & Co., and spent nearly five years at another investment advisory firm. Christie is a graduate of the University of California at San Diego with a BA in Sociology and completed the UC Berkeley Extension program in Personal Financial Planning. She is working toward certification as a Certified Financial Planner® and has passed the Uniform Investment Advisor Law (Series 65) examination.
Sheila R. Schroyer Director, Client Services
Sheila has over 30 years experience in the investment industry. She has served in administration, client service, and portfolio accounting. Prior to joining our team, Sheila was the supervisor for client services at Franklin Templeton Private Client Group. On our team, she is responsible for our firm’s client services, account maintenance, and portfolio accounting.
Linda Mead Manager, Administrative Services
Linda has over 40 years of professional experience. She has served in accounting, administration, and client services. Immediately prior to joining our team, Linda was the executive assistant to a director and lead administrator in a 200+ person department at a regional hospital. On our team, she is responsible for assisting our families with their administrative matters, personal bookkeeping, personal bill payments, and expense management.
Heidi E. Sutton Manager, Concierge & Family Services
Heidi has over 10 years of professional experience. She has served in client service, administrative, and supervisory positions. Prior to joining our team, Heidi was an assistant concierge at the renowned Post Ranch in Big Sur, a supervisor at famed Nepenthe in Big Sur, and an events coordinator at the University of California. On our team, she is responsible for the special needs of our families. Heidi is a graduate of UC Berkeley and is currently completing a Master’s degree in Social Work.
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