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Menlo Park Branch
Menlo Park Branch
Branch Location And Profile
Scott Rash
Senior Vice President
Complex Manager
Family Wealth Director
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
tel: 650-926-7600
toll free: 800-624-7248
fax: 650-926-7650
Email Us
hours:
M-F  6:00  -  4:00
Advisors
Alexander Kaminaris
Financial Advisor
Dan Murphy
Corporate Client Group Director
Financial Advisor
Kiet La
Financial Advisor
Teresa A. Timothy
Senior Vice President - Wealth Management
Financial Advisor
Guided Portfolio Manager
The Chase Group
The Daniels Group
The Victor Group
Daniel Bertolet
First Vice President - Wealth Management
Financial Advisor
Chris Bohl
Senior Vice President - Wealth Management
Ken Churchill
Senior Vice President - Wealth Management
Portfolio Management Director
Steven Daniels
Director - Wealth Management
Douglas J. Ingham
Second Vice President - Wealth Management
Financial Advisor
Tony Lee
Senior Vice President - Wealth Management
Portfolio Management Director
John Lopez
Managing Director - Wealth Management
Family Wealth Director
Senior Investment Management Specialist/
Financial Advisor
Kathryn A. Lucas
Financial Advisor
Guided Portfolio Manager
Robert Manning
Senior Vice President - Wealth Management
Financial Advisor
Robert E. McKee IV
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Brendan O'Brien
Second Vice President - Wealth Management
Financial Planning Specialist
Kathy Razagh-zadeh
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
Rupesh Shah
Vice President - Wealth Management
Moses Group
Gloria Moses
Senior Vice President - Wealth Management
Corporate Client Group Director
Senior Investment Management Specialist /
Financial Advisor
Matthew Sheehan
Senior Vice President - Wealth Management
Family Wealth Director
Holly A. Stowell
Second Vice President - Wealth Management
Financial Planning Specialist
Senior Investment Management Specialist /
Financial Advisor
Wilson J.T. Tan
Vice President - Wealth Management
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