Professionals who see the big picture in fine detail

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting robust support with the insight and experience of a trusted team.

You’ll find both at the San Francisco, California, branch of Alex. Brown – everything you need to plan for where you’re going and a team of professionals who know where you’re coming from. In short, you’ll find exceptional care.

Jennifer Bottalico, CFP^®, CAIA^®

Managing Director, Complex Manager

Cheryl Fox

Complex Administrative Manager

Dennis Tadeo

Complex Business Coordinator

Douglas Boszhardt

Client Advisor

Douglas Berl

Client Advisor

Jon Dayton

Client Advisor

Lauriann Delay, CFA^®

Private Wealth Advisor

Melinda Fishel

Client Advisor

Ron Antipa

Client Advisor

Tony Han, CFP^®

Client Advisor

Chris Antipa

Client Advisor

Jack Rose

Vice President, Wealth Management

Jason Cheu

Managing Director
Financial Advisor

Jason Schlesinger

Managing Director
Financial Advisor

John Lucas

Managing Director
Portfolio Management Director

CFP^® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.