SIERRA INVESTMENT MANAGEMENT, LLC

SIERRA INVESTMENT MANAGEMENT, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 106615). Regulatory assets under management: $360.9M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Vanda Sarina FreesmanCHIEF MARKETING OFFICER
Kenneth Lee SleeperMANAGING MEMBER; OWNER
David Chandler WrightMANAGING MEMBER; OWNER; TRUSTEE
Kristine Janel StromeyerCHIEF OPERATING OFFICER
Albert George SchweissCHIEF EXECUTIVE OFFICER
Erik Winfield MorrisCHIEF COMPLIANCE OFFICER
James Edwin StaubinCHIEF INVESTMENT OFFICER
Ryan Andreas HarderCHIEF INVESTMENT STRATEGIST
Annalisa DonatiCHIEF FINANCIAL OFFICER
SLEEPER KENNETH LEEOWNER; SR. VICE PRESIDENT/DIRECTOR
WRIGHT DAVID CPRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER
MORRIS CURTIS WCHIEF COMPLIANCE OFFICER
WRIGHT DAVID CHANDLERCHIEF EXECUTIVE OFFICER; OWNER; PRESIDENT (+1 more)
SCHWEISS ALBERT GEORGECHIEF EXECUTIVE OFFICER
MOORE ALBERT ASHOKCHIEF COMPLIANCE OFFICER
SPATH THERESA FRANCESCHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER
BUNZEL PHYLLIS JOYCHIEF COMPLIANCE OFFICER
Stromeyer KristineCHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER
STAUBIN JAMES EDWINCHIEF INVESTMENT OFFICER
FREESMAN VANDA SARINACHIEF MARKETING OFFICER
LOEFFLER DOUGLAS ANDREWEXECUTIVE VICE-PRESIDENT INVESTMENT MANAGEMENT
MORRIS ERIK WINFIELDCHIEF COMPLIANCE OFFICER
HARDER RYAN ANDREASCHIEF INVESTMENT STRATEGIST
STROMEYER KRISTINE JANELCHIEF OPERATING OFFICER
Donati AnnalisaCHIEF FINANCIAL OFFICER

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