WEALTH MANAGEMENT BLOG ARCHIVES

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Theresa Wolner

Theresa Wolner

Theresa Wolner is the Marketing and Business Development Manager at HoyleCohen. In this role, Theresa works to support the firm and Advisory Teams in their development and marketing efforts through cultivating business communications, managing outsourced relationships...
Rita Robbins

Rita Robbins

Rita Robbins is the Office Manager of HoyleCohen’s Santa Monica office. Rita has been the first person clients see when they visit and the first voice they hear when they call for over thirty years! Rita watches over staff and clients alike, ensuring everyone’s...
Connie Holmberg

Connie Holmberg

Connie Holmberg is HoyleCohen’s Office Manager. Connie is the face and smile of our San Diego Office and keeps the day to day office happenings in order and running smoothly. She takes care of staff and clients alike with any administrative or hospitality need. Connie...
Heather England JD, IACCP®

Heather England JD, IACCP®

Heather serves as HoyleCohen’s Director of Client Services and Compliance. She administers the firm’s compliance program and oversees the Client Services functions of the firm. Both roles see her working closely with the operations department on issues ranging from...
Bruce Berti

Bruce Berti

Bruce Berti’s role as HoyleCohen’s Director of Firm Administration and Finance involves monthly GAAP financial accounting, firm budgeting and Sarbanes-Oxley compliance. Bruce also oversees the firm’s Human Resources function. Bruce has over ten years of experience...

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