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®
California Regional Executive
Cheryl Fox
Complex Administrative Manager
Douglas Boszhardt
Client Advisor
Douglas Berl
Client Advisor
Jon Dayton
Client Advisor
Lauriann Delay, CFA®
Client Advisor
Melinda Fishel
Client Advisor
Ron Antipa
Client Advisor
Tony Han, CFP®
Client Advisor

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.