WEALTH MANAGEMENT BLOG ARCHIVES

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Vanessa Wieliczko CFA, CAIA, CFP®

Vanessa Wieliczko CFA, CAIA, CFP®

Vanessa is HoyleCohen’s Director of Investments. Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies at the firm. Under Vanessa’s leadership, the firm has developed a robust...
Rachel Luken CFP®

Rachel Luken CFP®

Rachel M. Luken is the Director of Client Experience and a Senior Wealth Advisor at HoyleCohen with over twenty-five years of experience in financial services. Rachel’s core work involves advocating for clients on their day‐to‐day planning and investment needs. She...
Jeremy Kovacevich MBA, CFP®

Jeremy Kovacevich MBA, CFP®

Jeremy Kovacevich, CFP® is the Director of Advisory Services and Business Development and a Wealth Advisor at HoyleCohen. In this role Jeremy oversees the advisory functions of the firm as well as the Financial Planning Department. In an advisory capacity, Jeremy...
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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