WEALTH MANAGEMENT BLOG

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2021 was a busy year for HoyleCohen.

Attracting and mentoring top industry talent is a big part of who we are. We are grateful to have hired and onboarded 18 fabulous new employees since 11/1/2020!! They are listed here with their titles and locations. For full bios and more information check out our “meet our team” page on our website or the 2021 HC Yearbook by clicking here.

SAN DIEGO

William (Will) Caisido – Salesforce Administrator (San Diego)

Caeli Cusworth – Relationship Manager (San Diego – supporting Ty Summerlin)

Samantha Del Campo – Front Office Coordinator (San Diego)

Vanessa Gafencu – Senior Client Operations Associate (San Diego)

Leslie Hodgson – Senior Relationship Manager & Assistant to CEO Mark Delfino (San Diego – supporting Jeremy Kovacevich)

Matthew Kearney – Client Service Associate (San Diego – supporting the client service team and Brooke Warner)

Shawn Pourhosseini, MBA – IT Security Manager (San Diego)

April Schultz – Associate Financial Planner (San Diego)

Laurie Shandley – Investment Operations Manager (San Diego)

Michelle Tran – Relationship Manager (San Diego – supporting Elisabeth Cullington)

 

SANTA MONICA

Chase Campbell, CFP® – Associate Wealth Advisor (Santa Monica – supporting Kathy Siriwan & Peter Mueller)

Alex Garofalo, MBA – Senior Relationship Manager (Santa Monica – supporting Kathy Siriwan)

Kelly Heath – Senior Relationship Manager (Santa Monica – supporting Kathy Siriwan & Peter Mueller)

PHOENIX

Mary (MJ) Carmody – Front Office Coordinator (Phoenix)

Robert (Bob) Carnegie, CFA, CFP® – Senior Wealth Advisor (Phoenix)

Sofia Khan – Relationship Manager (Phoenix – supporting Steve Taddie, John Reimer, & Bob Carnegie)

REMOTE

Jesica Jackson – Portfolio Administrator (Remote – Houston, TX)

Stacy Love, SPHR®, PHRca®– Senior Manager of People & Culture (Remote – Bloomington, IN)

Michelle Spagnola – Project Manager (Remote – Denver, CO)

 

 

Photo by Belinda Fewings on Unsplash

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