Jane Beule

Founder & President

Jane began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself. Jane and her husband have two grown children and live in Redwood City, CA.

Professional Degrees & Credentials

  • MBA with Distinction, Harvard University
  • MLA, Stanford University
  • Graduate Certificate in Financial Planning, Golden Gate University
  • BA with Honors, The University of Wisconsin-Madison
  • Fulbright Fellow, Rheinische-Friedrich-Wilhelms-Universität, Germany
  • Certified Financial Planner® (CFP®) Professional
  • NAPFA Registered Financial Advisor

Manju George

Client Operations

Manju George is the face of Griffin Black’s Client Operations. She’ll help you stay on track with the necessary operational details – making sure that your i’s are dotted and your t’s are crossed – at every step along the path towards achieving your financial goals. You’ll be interacting extensively with her as your engagement gets underway, and regularly as we continue to work together. You can depend on her to help with any administrative roadblocks you might encounter in implementing your financial plan. She’ll be your first point of contact to address many questions and concerns you may have, and will proactively reach out to you to help you move forward.

Born in India, raised in the United Arab Emirates, educated in Switzerland, and now here in the USA, Manju is a quintessential child of the South Asian diaspora. She has earned degrees in both Psychology and International Business, and has experience with corporate strategic planning as well as personal financial planning. She joined Griffin Black in 2013 seeking to build a more personal connection with the people she works with every day.

Professional Degrees & Credentials

  • MA, International Business, Webster University (Geneva, Switzerland)
  • BA, Business Administration & Psychology,
    Webster University (Geneva, Switzerland)
  • Diploma, Kodaikanal International School, India

Kate Coleman

Digital Operations

Kate Coleman incorporates her experience in archives and digital asset management to keep the digital operations and behind-the-scenes work of Griffin Black running smoothly. After working for traditional academic repositories, she joined Griffin Black in 2014 for a change of pace. Kate finds the challenges of adapting archival methodologies to fit the needs of Griffin Black rewarding, and enjoys the freedom to build new organization systems. Having successfully extolled the virtues of a well-developed metadata schema, Kate is now shifting her focus towards helping the firm develop marketing and social media strategies.

A native of the Bay Area, Kate is recently returned from her Texan adventure. She is happiest when baking, reading 19th century history, or talking about soccer teams and tactics.

Professional Degrees & Credentials

  • MS, Information Studies, The University of Texas at Austin
  • BA, History and French Cultural Studies, The Johns Hopkins University
  • Studied at the Faculté d’Histoire, Université de Strasbourg, France

Joseph Kuo

Associate Wealth Manager

For 15 years Joseph advised and supported corporate executives on building robust businesses and overcoming financial challenges. As a management consultant, pricing strategist, and corporate finance executive, he has served large and small firms as well as co-founded a start-up in the services industry. After becoming a financial planning client and experiencing the benefits of a comprehensive financial plan, Joseph found his calling by joining Griffin Black in 2015 so he could help improve people’s lives through personal financial planning. He currently resides in Fremont, CA.

Professional Degrees & Credentials

  • MBA, Yale School of Management
  • Certificate in Financial Planning, Northwestern University
  • BA, University of California, Berkeley
  • Certified Financial Planner® (CFP®) candidate
  • Certified Management Accountant