Our Team Specialty Location New York Delaware Minneapolis Palm Beach San Francisco Tampa Tim Barrett Partner, Portfolio Manager San Francisco Andrew Huang Director, Portfolio Manager San Francisco Todd McPherson Vice President, Wealth & Fiduciary Advisor San Francisco Keith McWilliams Partner San Francisco Justin Miller Partner, National Director of Wealth Planning San Francisco Judith McDonald Moses Partner, Portfolio Manager San Francisco Iain Silverthorne Partner, Wealth & Fiduciary Advisor San Francisco Erica Sloan Vice President, Wealth & Fiduciary Advisor San Francisco Edith Tse Director, Wealth & Fiduciary Advisor San Francisco William Vaughn Partner, Portfolio Manager San Francisco