Bay Area Advisor Council

Bay Area Advisor Council Membership Benefits

Members of the Bay Area Advisor Council receive the following benefits:

  • An annual event to network with fellow Bay Area Advisor Council members, SVCF’s CEO and president, and other SVCF leaders;
  • Your name and firm listed on SVCF’s website in the Bay Area Advisor Council section;
  • Priority access to SVCF resources for professional advisors;
  • Invitations, as available, to participate in special focus groups, educational trainings and other events for professional advisors; and
  • Networking access to other Bay Area Advisor Council members.

Bay Area Advisor Council Membership Qualification

As a professional advisor, you qualify to be a member of the Bay Area Advisor Council for three years if you do at least one of the following:

  • Refer a client to Silicon Valley Community Foundation to open a fund or make a gift; or
  • Attend at least one SVCF event (professional advisor seminar, educational training, reception, etc.).

Your three-year membership term begins with the most recent client referred or event attended. We will ask you to complete a form in order to renew your membership. If you qualify for Bay Area Advisor Council, complete our Bay Area Advisor Council membership form to join.

The Bay Area Advisor Council is led by the Professional Advisor League.

Bay Area Advisor Council Members

Mary Mewha
Abbot Downing

Elizabeth Smith
Abbot Downing

Erik Dryburgh
Adler & Colvin

John L. Froman
J.P. Morgan Private Bank

Carolyn E. Crow
American Investors Company

Amanda Oakson
AMO Account Management Organization

Rachel Caldwell
Anderson Tax

Patricia Egan
Armanino McKenna LLP

Sandra Bragar
Aspiriant, LLC

Cammie Doder
Aspiriant, LLC

Tom Tracy
Aspiriant, LLC

Burnie E. Sparks
Bailard, Inc.

Rick Mordesovich
Baker Avenue

Kathleen Gallagher
Bank of America

Alpa Patel
Barclays Wealth

Daniela Pedley
Barclays Wealth

Leslie H. Beck
Beck Investment Management, LLC

John Tregenza
Bell Investment Advisors

James P. Cashman
Berliner Cohen

Paul M. Connolly
Bessemer Trust Companies, N.A.

Larry Parente
Bessemer Trust Companies, N.A.

Robert G. Scribner
Bessemer Trust Companies, N.A.

Jennifer Ellison
Bingham, Osborn & Scarborough

Richard T. Davis
BNY Mellon

Terrie Firestone
BNY Mellon

Justin Miller
BNY Mellon

Trish Davenport
Board of Trustees of the University of Illinois

Mollie H. Thompson
Botto Law Group LLP

Robert D. Campbell Buckingham Asset Management

Robert G. Kresek
Buckingham Asset Management

Daniel Figueredo
Burr, Pilger & Mayer, Inc.

Christopher B. Acker
C.B. Acker Associates Insurance Services

Gregory P. Ryan
Capital Group

Shannon Parker
Charles Schwab & Co.

Danielle Conkling
Citi Private Bank

Shyam Desai
Citibank NRI Business

Sepi Kazemi
City National Bank

Mehran A. Farahani
Comerica Bank - California

Winter Williams
Community Bank of the Bay

Randy Balogh
Community Foundation of Santa Cruz County

Robyn L. Zorea
Cooley Godward Kronish LLP

Audrey K. Scott
Cooley LLP

Mark R. Shepherd
Crist, Biorn, Shepherd and Roskoph

Deborah Abel
Deborah Abel, CFP

Joanne Ferris
Delagnes, Mitchell & Linder LLP

Meghan O. Hanson
DeWinter Group

Natacha Kolb
Dickenson, Peatman & Fogarty

Vicki Delegeane
E. & J. Gallo Winery

Marisa Otto
Edward Jones

Ludo Thomasson
Ensemble Capital Management, LLC

Robert D. Ericson
Ericson Financial Solutions

Barbara A. Rosen
Evans & Rosen LLP

Keith B. McWilliams
Evercore Wealth Management, LLC

Jeffrey M. Ostrum
Financial Architects Partners

Marcee Yager
Financial Vision West, LLC

Liza W. Hanks
Finch Montgomery Wright LLP

Anne M. Yamamoto
Frank, Rimerman + Co. LLP

George F. Montgomery
Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery

Christine A. Williams
G.W. Williams Foundation

Alexandra Gadzo
Gadzo Law

Tish Loeb
GCA Law Partners LLP

George E. Stafford
George Stafford & Associates

Sandra E. Moll
Giordano Wealth Management Group LLC

Enrique Figueroa
Glovista Investments, LCC

Frank Ghali
Goldman, Sachs & Co.

Julia Matsudaira
Goldman, Sachs & Co.

Laura Sanchez
Goldman, Sachs & Co.

Judith V. Gordon
Grant and Gordon LLP

Rebecca Renzas
Greene Radovsky Moloney & Share LLP

Leslie J. Daniels
Groom and Cave, LLP

Lynne G. Mosier
Guggenheim Investments

Gene Sinclair
GW & Wade, LLC

Constance Liu
Hanson Bridgett LLP

John C. Harrington
Harrington Investments, Inc.

Gillian G. Hays
Hays & Ting LLP

Thomas Davies
Hernandez Living Trust

Emily Raskin
Hirsch & Associates

David W. Mitchell
Hoge, Fenton, Jones & Appel, Inc.

Darin Donovan
Hopkins & Carley

John P. Golden
Hopkins & Carley

Pete LaBoskey
Hopkins & Carley

Charles H. Packer
Hopkins & Carley

James V. Quillinan
Hopkins & Carley

Mark B. Moulton
Housing Endowment & Regional Trust of San Mateo County

Jeffrey M. Howson
Howson & Simon LLP

Safia Kryger-Nelson ImpactAssets, Inc.

Shruti Gauba
J.P. Morgan Private Bank

James E. Jackson
James E. Jackson, A Professional Corporation

Pamela Pavkov
Jasper Ridge Partners

John Kamrar
John J. Kamrar, Attorney at Law

Rob Lyman
Johnson Lyman Wealth Advisors

David L. Ach
Jorgenson, Siegel, McClure & Flegel

Jennifer H. Friedman
Jorgenson, Siegel, McClure & Flegel

Sarah E. Kern
Jorgenson, Siegel, McClure & Flegel

Victoria Bailey
JP Morgan Private Bank

Nicola M. Boone
JP Morgan Private Bank

Daniel Damond
JP Morgan Securities, LLC

Jeffrey S. Holman
Kaye Holman Law Group

Ella J. Duncanson
Lakin Spears, LLP

Curt Weil
Lasecke Weil Wealth Advisory Group, LLC

Diana D. Gendotti
Law Office of Diana Gendotti

Karen Meckstroth
Law Office of Karen Meckstroth

James D. Palmer
Law Offices of James D. Palmer, Jr.

Gregory P. Menzel
Law Offices of Menzel & Horowitz

Russell B. Hall
Legacy Venture

Edwin Ryu
Legacy Wealth Advisors, LLC

LeRoy J. Neider, APLC
LeRoy J. Neider, APLC

Sharon Lennox
LifePath Insurance Services

Mark J. Setzen
Mark Setzen CPA LLP

Alexey Bulankov
McCarthy Asset Management

Julie Kwon
McDermott Will & Emery

Ben Fort
Merrill Lynch

Mary K. Foust
Merrill Lynch

Hilary P. Giles
Merrill Lynch

Stephen Potts
Merrill Lynch

David J. Waitrovich
Merrill Lynch

Rick Wardenburg
Merrill Lynch

Matthew R. Leek
Met Life Metropolitan Life Insurance Company

Martin Miller
Miller & Associates Private Wealth

David Wheeler
Newman Mitchell Silberberg & Knupp LLP

Liza D. Horvath, CTFA, AIF, President
Monterey Trust

Nicole M. Anzoategui
Morgan Stanley

Charles R. Corley
Morgan Stanley

Christopher De Souza-Lawrence
Morgan Stanley

Linda M. Hayes
Morgan Stanley

Matthew Ives
Morgan Stanley

Matthew B. Ives
Morgan Stanley

Grant Matthews
Morgan Stanley

Amy Oliver
Morgan Stanley

Theo T. Schwabacher
Morgan Stanley

Zachary Schiller
Morgan Stanley Private Wealth Management

Ken Milano
Morgan Stanley Smith Barney

Lynn Gardner
Mowat Mackie & Anderson LLP

Carol Weeks
Acker Nancy K. Weeks Associates, LLC

Suanne M. Ramar
Nelson Capital Management

Jon Huang
New England Financial

Selwyn Wener
New England Financial

Matthew Pemberton
Northwestern Mutual Life

Neil Shroff
Orion Capital Group

Jeffrey F. Yoakum
Pacific Wealth Advisors, LLC

Peter K. Landes
Peter K. Landes Attorney At Law

David B. Doolin
Petrinovich, Pugh & Company, LLP

Lisa Tracy
Philanthropy Vision

Robert Lew
Planning & Financial Advisors

Julianna Iran
Presidio Financial Partners

Thurman V. White
Progress Investment

Carola Barton
Raymond James & Associates, Inc.

Bill Weihman
Retirement Capital Strategies

JoAnn Luehring
Roberts and Holland LLP

Daniel Rozansky
Robertson Stephens

Robyn H. Lee
Robyn Lee Financial Services

Roxanne T. Jen
Rodnunsky & Associates

Ronald G. Pray
Ronald G. Pray Company

Jeffrey Abadie
Sand Hill Global Advisors, LLC

Sara Craven
Sand Hill Global Advisors, LLC

Stephen F. Peterson
Sand Hill Global Advisors,
LLC

Kristin Sun
Sand Hill Global Advisors, LLC

Julia Gordon
Schwab Charitable Fund

Geoff Gautier
Seiler LLP

Bill Molkenbuhr
Seiler LLP

David Sacarelos
Seiler LLP

Elizabeth S. Sevilla
Seiler LLP

Brenda M. Vance
Seiler LLP

Tom O'Brien
SGC Financial and Insurance Services

Frank J. Espina
Shea Labagh Dobberstein CPAs, Inc.

Raymond P. Sheffield
Sheffield Law Office

David P. Holland
Sorensen & Holland

Jeffrey W. Keimer
Stanford Investment Group, Inc.

Liz Hilton
Strategic Advisor

Diane M. Lewandowski
Summit Accountancy Group Inc.

Emilie R. Goldman
Tamarind Financial Planning

Rebecca M. Nelson
Technology Credit Union

Robert E. Temmerman
Temmerman, Cilley & Kohlmann, LLP

Anne Hamilton
The Citigroup Private Bank

Teresa Dentino
The Financial 411

Joe Martin
The Golub Group

John M. Osborn, CTFA
The Mechanics Bank

William D. Evers, Jr.
The Presidio Group

Kelly Lawson
The Presidio Group

Nellie Keyhani
The Whittier Trust Co.

Lisa Parker
The Whittier Trust Co.

Richard L. Ehrman
Thoits, Love, Hershberger & McLean

Timothy J. Gavin
Timothy J. Gavin, Attorney at Law

Vanessa G. Anderson
UBS Financial Services

Virginia Rivera
University of California Santa Cruz Foundation

Mark T. Johnsen
Wealth Architects LLC

Pat Phillips
Wealth Architects LLC

Theo Burger
Wells Fargo Advisors, LLC

Kelly G. Arrillaga
Wells Fargo Bank

Bryon J. Botsford
Wells Fargo Bank

Elaine Fang
Wells Fargo Bank

Victoria Lilienthal
Wells Fargo Bank

Eric J. Smith
Wells Fargo Bank

Thomas W. Moran
Wells Fargo Securities, Inc.

Joe Khamsehpour
Wetherby Asset Management

Debra Kuang
Wetherby Asset Management

Daniela Lee
Wetherby Asset Management

Dennis A. Young
Young, Craig + Co. LLP

Cory Chen

Elizabeth Cody
Bessemer Trust Companies, N.A.

Meaux Costello
Buckingham Asset Management

Chuck Elliott

Judith A. Finn Jones

Ronald W. Hillberg

Mike Patterson

Leonard Perlson

Victoria A. Richardson
Bonhams Trust and Estates

Marci Sheeran
MacCorkle Insurance Service

Nick Tandon
Jasper Ridge Partners

Devin Wikke

To learn more about Bay Area Advisor Council, call our professional advisor hotline at 650.450.5517 or write to us at donate@siliconvalleycf.org.