Research Management

David Tse

Executive Vice President, Director of Research

Robert Peterson

Senior Vice President

Koji Kastner

Director of Trading

J. Sebastian Cheng

Senior Fixed Income Trader

Howard Huang

Senior Equity Trader

Scott M. Perkins, MBA, CFP®

Vice President Director of Financial Planning

Charles S. Block, MS, MBA, CFP®, CMT®, CEP®, CSA®

Vice President Financial Planning