Team

At Emery Howard, our team includes professionals with diverse experiences and knowledge but a common passion: helping you pursue your goals.  Meet our team and get to know your financial partners:

 

Michael K. Howard, CFP®

President

(650) 579-7100

(650) 579-7313

[email protected]

Mike is the President of Emery Howard Portfolio Management. He began his financial career in 1980 as a planner and investment analyst with Bechtel Investments. In 1986, Mike became the Manager of Personal Financial Planning for Ogilvie...

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Frank Marinaro, CFP®

Managing Director, Portfolio Management

(650) 579-7100

(650) 579-7313

[email protected]

Frank joined Emery Howard Portfolio Management in 1993 after an extensive finance career in Silicon Valley and today serves as Managing Director, Portfolio Management. Besides his daily responsibilities of overseeing client portfolios,...

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Robert Gross, CFP®

Managing Director, Financial Planning

(650) 579-7100

(650) 579-7313

[email protected]

Rob joined Emery Howard as Managing Director, Financial Planning in 2006 following 20 years of U.S. and international real estate investment management experience. Rob is engaged in financial planning, portfolio management, and client...

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Kathy Chin

Financial Services Manager

(650) 579-7100

(650) 579-7313

[email protected]

Kathy joined Emery Howard Portfolio Management in 1994. She oversees trading, client reporting, family office services, and corporate services including stock options, restricted stock, and 10B5-1 plans. Prior to joining Emery Howard,...

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Victoria Perez

Client Services Manager

(650) 579-7100

(650) 579-7313

[email protected]

Victoria joined Emery Howard as the Client Services Manager in 2014.  Victoria supports the advisors by handling all account administration and assisting clients with any account...

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Bonnie Corbelli

Client Services Associate

(650) 579-7100

(650) 579-7313

[email protected]

Bonnie joined Emery Howard Portfolio Management in 2016. She assists and oversees client services and daily office operations. Prior to joining Emery Howard, Bonnie gained...

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