AFFINITY INVESTMENT ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 108278). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gregory Robert Lai | CEO/MEMBER; TRUSTEE | — |
| Joshua Nmn Katz | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGER OF INVESTMENT OPERATIONS | — |
| Cindy Fong Lai | TRUSTEE | — |
| LAI GREGORY ROBERT | CEO/MEMBER; PRESIDENT; PRESIDENT/MEMBER (+1 more) | — |
| RANDOLPH JEFFREY LAWRENCE | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/MEMBER; INDIRECT MEMBER | — |
| CAPALBO RICHARD JOSEPH | CEO; MEMBER; OWNER | — |
| HAGENBUCH RODNEY D | MEMBER; OWNER | — |
| KATZ SUSAN NMN | CHIEF COMPLIANCE OFFICER, MANAGER OF INVESTMENT OPERATIONS | — |
| FLORIANI JORDAN MELISSA | VICE PRESIDENT | — |
| PETRINO MICHAEL ANTHONY | MANAGING DIRECTOR | — |
| PELENSKY STEPHEN WALTER | MANAGING DIRECTOR | — |
| LAI GREGORY | PRESIDENT | — |
| MOSES STEPHEN WAYNE | VICE PRESIDENT | — |
| LAI GARY GUM BEW | DIRECTOR | — |
| VENABLE ROBERT STEPHEN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFIER | — |
| LING DANIEL TAI YIN | VICE PRESIDENT | — |
| Lai Cindy Fong | TRUSTEE | — |