Strategic View Advisors Team

 

Edward Moyzes , MAcc, CLU®, RICP®, CFP®

CEO

Office 213-243-7150


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Chris Hall , CLU®, RICP®, CFP®

Head of Strategy

Office 213-243-7060


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Mollie Kaiser , MBA, CLU®, RICP®, CFP®

Private Wealth Advisor

Office 213-243-7040


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Carol Bates , CFP®

Private Wealth Advisor

Office 213-243-7171


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Shanelle Sua , CFP®

Private Wealth Service Advisor

Office 213-243-7144


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Natalie Sauer Rutledge , CFP®, RICP®

Private Wealth Service Advisor

Office 213-243-4481


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Daniel Lee Chory , CFP®

Private Wealth Service Advisor

Office 213-243-7111


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Kenny Cole , CFP®

Private Wealth Service Advisor

Office 213-412-2869


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Kennia Litteral

Service Coordinator

Office 213-412-2805


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Jeff Hennings , CFA®

Director of Investment Operations

Office 213-412-2851


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Matthew Mac

Investment Operations

Office 213-412-2897


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Kristina Mercolino

Private Wealth Associate

Office 213-243-7065


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Alessandra Di Monda

Operations Manager

Office 213-243-7064


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