Our Team

Our investment team averages over 27 years of experience as Investment Advisors.

John Goldberg, CFA

John is the firm’s Chief Investment Officer. He has over 20 years’ experience managing portfolios for institutions, mutual funds, nonprofit organizations and individual investors. John began his research career in 1992 in...

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Sandy Lowengart

Sandy is a seasoned veteran of the Investment Management industry with over 29 years of experience counseling families on preserving and growing their wealth. As a fiduciary to the firm’s clients, he is passionate about...

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Graham Goldberg, CFP, CFA

Graham has over 25 years’ experience in capital markets. He began his career with Bank of America managing investments received through on loan restructurings and bankruptcy reorganizations. After Bank of America Graham joined...

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Marshall White, CFP

Marshall White opened his investment advisory practice in 1995 following a 30-year career as a Zoologist at the University of California, Berkeley. He completed the Personal Financial Planning Program at UC Berkeley Extension and has...
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John Mayerhofer, CPA, PFS

John has nearly 40 years of experience in the financial services industry. He has a particular interest in helping seniors plan for and enjoy their retirement years while assuring that they will not outlive their financial resources....

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