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Robert Priske,
C.P.A.
Investment
Advisor expert. Former Senior Tax Specialist C.P.A.,
KPMG
Robert manages over $100 million. He
provides investment and pension management for
Honolulu’s health care and business
professionals. |
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Trish Havey
Office Manager
Linfield College, B.A.
University of Phoenix, M.B.A.
Trish focuses on customer relations and directs
your brokerage account service teams to ensure
proper handling of your accounts. She processes
the billing, helps manage your portfolios and
prepares your performance reports.
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Jacques Leibu
Technology Stock Analyst and
Systems Engineer - Consultant
University of
Michigan, M.S.
Jacques helps us select
technology growth stocks. He oversees our
computer network, hardware, software and
security. |
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Herbert Kaneshiro
Economic Analyst - ConsultantUniversity of
Hawaii B.A.
Herb identifies investment
trends and themes. He looks for investment
opportunities and helps us hedge risk in our
portfolios. | | |
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