Born in the Los Angeles, CA area, Mitch began his brokerage career as a financial advisor in 2016 at Independent Capital Management before soon joining J.P.Morgan Chase as a Private banker.

Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania

Chief Operating Officer

Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties

Chief Executive Officer

With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.