TEAM HEWINS, LLC of FOSTER CITY, CA is an SEC-registered investment adviser (CRD 291194). Regulatory assets under management: $4.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Roger Colburn Hewins | PRINCIPAL, FOUNDING MEMBER | — |
| John Matthew Bussel | PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| Mikhael Balachov | PRINCIPAL, CHIEF EXECUTIVE OFFICER | — |
| Patrice Margaret Cresci Hornung | PRINCIPAL, SENIOR FINANCIAL ADVISOR; PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| Karl Arthur Schwartz | PRINCIPAL, SENIOR FINANCIAL ADVISOR; PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| Ka-Tye Koo | PRINCIPAL, CHIEF OPERATING OFFICER | — |
| Thuong Thanh Thien | PRINCIPAL, SENIOR FINANCIAL ADVISOR | — |
| HEWINS ROGER COLBURN | PRESIDENT/CEO; PRINCIPAL AND PRESIDENT; PRINCIPAL, FOUNDING MEMBER | — |
| BUSSEL JOHN MATTHEW | CHIEF INVESTMENT OFFICER; PRINCIPAL AND CHIEF INVESTMENT OFFICER | — |
| POST MARTHA ROBERTS | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; PRINCIPAL AND CHIEF OPERATING OFFICER (+1 more) | — |
| ELDRIDGE MICHELLE LYN | CHIEF COMPLIANCE OFFICER; PRINCIPAL AND GENERAL COUNSEL | — |
| Balachov Mikhael | PRINCIPAL, CHIEF EXECUTIVE OFFICER; PRINCIPAL, CHIEF EXPERIENCE OFFICER; PRINCIPAL, DIRECTOR OF BUSINESS OPERATIONS | — |
| HORNUNG PATRICE MARGARET CRESCI | PRINCIPAL AND DIRECTOR OF ADVISORY SERVICES; PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| SCHWARTZ KARL ARTHUR | PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR | — |
| KOO KA-TYE | PRINCIPAL, CHIEF OPERATING OFFICER; PRINCIPAL, DIRECTOR OF OPERATIONS AND ADVISOR DEVELOPMENT | — |
| THIEN THUONG THANH | PRINCIPAL, SENIOR FINANCIAL ADVISOR | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |