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Meet the team

Professional
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Jane Beule

Founder & CEO
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Manju George

Chief Compliance Officer & Director of Operations
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Jon Hsu

Wealth Management Specialist
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Terrence Palazzolo

Lead Wealth Advisor
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Manish Thomare

Associate Wealth Advisor
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Kyla SyCip

Paraplanner
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Griff Coleman

Technical Operations
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Francesca Vyvyan

Technical Operations Associate
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Carol Chang

Client Service Associate
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Let both your instinct and your intellect matter.

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What can we help you find?

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Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
Log in to Griffin Black Portal
Logo of Altruist with two overlapping green circles on the left and the word "Altruist" in black text on the right.

Altruist®

  • e-Delivery – Going Paperless​
  • Tax Documents (1099, 1099R, etc.)
  • ​Account Statements
Log in to Altruist Portal
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
Log in to EMX/Emoney
Logo of NetXInvestor featuring the text "NETX" in gray and "INVESTOR" in orange, with a stylized arch above the text.

NetXInvestor®

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