Meet the team


Jane Beule

Founder & CEO

Manju George

Chief Compliance Officer & Director of Operations

Jon Hsu

Wealth Advisor

Terrence Palazzolo

Wealth Advisor

Tim Connolly

Associate Wealth Advisor

Kyla SyCip


Griff Coleman

Technical Operations

Francesca Vyvyan

Technical Operations Associate

Chelsey Grijalva

Client Service Associate

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications