by Theresa Wolner | Nov 19, 2020
As Investment Operations Manager for the firm, Laurie plays an integral role in providing support into centralized trading and portfolio management helping to improve efficiencies and providing additional leverage to our Advisory teams. Laurie handles many of the...
by Nicolle / BLM | Aug 29, 2020
James has worked in several capacities out of the HoyleCohen Arizona office. Currently, his main role is that of Associate Portfolio Associate, working with the Investment Research Team to provide reporting and analysis on a myriad of investment-related products and...
by Nicolle / BLM | Aug 29, 2020
Steve Taddie was the co-founder and Managing Partner of Stellar Capital Management which merged with HoyleCohen in 2020. Steve has over 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and...
by hoylecstaging | Mar 29, 2019
Vanessa Wieliczko is the Chief Investment Officer (CIO) and a Partner at HoyleCohen. As CIO, Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm...
by hoylecstaging | Mar 29, 2019
Kittiwat Sripom is a Trading and Technology specialist who works out of our Santa Monica office. He assists our portfolio managers in the research and analysis of equities and mutual funds for many of our clients. He is also a primary liaison with the custodial...
