LIBERTY WEALTH MANAGEMENT, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 106036). Regulatory assets under management: $356.8M.
| Name | Role | Location |
|---|---|---|
| Brown A Scott | CFO/FINOP | New York, NY |
| BARRETT THOMAS JOSEPH | CFO/FINOP | — |
| SMITH RAYMOND HILL JR | ROP, FINOP | — |
| HOLLANDER DAVID J | GENERAL MANAGER; GENERAL MANAGER, CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| BOCHAT KENNETH FRANKLIN | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| HSU DAVID CHENG-WEI | CHIEF COMPLIANCE OFFICER | — |
| TRIPP JASON LYNN | CHIEF COMPLIANCE OFFICER | — |
| AZARY DENNIS MICHAEL | CHIEF COMPLIANCE OFFICER; FINOP/CHIEF COMPLIANCE OFFICER | — |
| SMITH EDWARD MERRILL | ROP, FINOP | — |
| GUIDI RON L | CHIEF OPERATING OFFICER/CO-CHIEF COMPLIANCE OFFICER | — |
| OHEARN NANCY ANN | CHIEF COMPLIANCE OFFICER; CONSULTANT/ CO-CHIEF COMPLIANCE OFFICER | — |