Meet
the team

Driven by expertise. Focused on your goals
meet-team-hero

Advisers

  • Photo of David Leon

    David Leon

    Senior Portfolio Manager & Investment Chair

  • Photo of Tom Hicks

    Tom Hicks

    Senior Portfolio Manager

  • Photo of Cassandra Macolino

    Cassandra Macolino

    Senior Financial Planner

  • Photo of Kellie Perry

    Kellie Perry

    Senior Financial Planner

Leadership​

  • Photo of Jim DeCarlo

    Jim DeCarlo

    Chief Executive Officer

  • Photo of Amanda Garmston

    Amanda Garmston

    Chief Operating Officer

  • Photo of Stephen Cameron

    Stephen Cameron

    Practice Manager

  • Photo of Rachel Madigan

    Rachel Madigan

    Operations Manager

  • Photo of Greer Collins

    Greer Collins

    Compliance Manager

Team

  • Jessica Pearce

    Jessica Pearce

    Associate Financial Adviser​

  • Michael Talbot

    Michael Talbot

    Provisional Financial Planner

  • Candy Nguyen

    Candy Nguyen

    Senior Analyst

  • Khush Punjabi

    Khush Punjabi

    Senior Trader​

  • Maddi Morton

    Maddi Morton

    Operations Coordinator

  • Karen Araneda

    Karen Araneda

    Marketing Manager

  • Sally Biddle

    Sally Biddle

    Executive Assistant

  • Amy Ryczel

    Amy Ryczel

    Client Services Associate

  • Kim Coleman

    Kim Coleman

    Client Services Associate

  • Sara Ross

    Sara Ross

    Receptionist

The Broader Stellan Team

Behind every client relationship is a research and operations team whose work runs without interruption. Due diligence, execution, reporting, portfolio monitoring, and administration — all internal. We do not outsource the functions that matter most to our clients. The depth of the team is part of what the relationship delivers.

hero-team