WATERMARK ASSET MANAGEMENT, INC. of SAN RAMON, CA is an SEC-registered investment adviser (CRD 108407). Regulatory assets under management: $408.1M.
| Name | Role | Location |
|---|---|---|
| MILLER MARK IRWIN | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MILLER BARBARA LOUISE | BOARD MEMBER; CORPORATE SECRETARY | — |
| LAI ERIC TINGWOEI | SHAREHOLDER; VICE PRESIDENT | — |
| COSTELLO ROSANNE | VICE PRESIDENT | — |