Team

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...

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,...

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...

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,...

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...

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...