Our Team

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Devon Cranson, CPA, CMA

Founder & President

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Michelle Dardaine

Chief Operating Officer

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David Roff

Vice President,
Business Development

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Anna Jin

Director, Investment Sales

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Ricardo Roopchan

Director, Investment Sales

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Hossein Bakhtiari

Associate

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Violeta Corlatan

Compliance Manager

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Emory Liu

Dealer Representative

Rasha Rehman

Marketing & Investor Communication Manager

Chitra Vyas

Compliance Administrator

David Gasch

Director, Investment Sales

Victoria Darin

Office Manager