• Matriarch of Bay Area based Single Family Office.

   

• 25+ years in financial services, serving the needs of the client. 

   

• Unique understanding and experience with IMO's and "Build a Team" concepts. 

   

• Committed to building long term relationships with like-minded peers for co-investment and resource collaboration. 

   

• SFO Administrative Team in place to curate deal packaging and assist with administrative management of client flow. 

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• SFO Team Members: Luke Sanders, Vice President & David Johnson, Senior Analyst.