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Distance Only Tiburon, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Stephanie Fenster (CRD# 5012196) is an Investment Advisor Representative working at Itero Capital, LLC in Tiburon, CA and has over 18 years of experience in the finance industry.
Douglas Heske (CRD# 1458182) is an Investment Advisor Representative working at Newday in Tiburon, CA and has over 38 years of experience in the finance industry.
Marc Lieberman (CRD# 2809763) is an Investment Advisor Representative working at Shorepine Wealth Management, LLC in Tiburon, CA and has over 22 years of experience in the finance industry.
Marc embodies a unique combination of skills that includes managing portfolios ranging in size from less than $1 Million to over $600 Million, fundamentally analyzing companies as a securities analyst, working in the mutual fund industry and clerking on the floor of the New York Stock Exchange.
Marc specializes in providing objective, independent advice not encumbered by the need to promote any one product...
Peter Lyon (CRD# 1111674) is an Investment Advisor Representative working at Hightower Advisors, LLC in Tiburon, CA and has over 41 years of experience in the finance industry.
William Paine (CRD# 2218036) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 14 years of experience in the finance industry.
Colin Probert (CRD# 6444944) is an Investment Advisor Representative working at Probert Investment Advisers, LLC in Tiburon, CA and has over 9 years of experience in the finance industry.
Craig Reisfield (CRD# 1233053) is an Investment Advisor Representative working at Ridley Asset Management, LLC in Tiburon, CA and has over 40 years of experience in the finance industry.
Nicholas Risser (CRD# 5709618) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has over 7 years of experience in the finance industry. Nicholas Risser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Denise Rusnak (CRD# 1343147) is an Investment Advisor Representative working at Newday in Tiburon, CA and has over 39 years of experience in the finance industry.
Jennifer Schmitz (CRD# 3075539) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 25 years of experience in the finance industry.