Team

 

Brad Scott

Managing Director, CEO

415-408-3658

415-408-3407

I was born in Concord, California and grew up traveling the world; living in, and visiting over 50 countries. I obtained a Bachelor of Science degree in Finance from California State University, San Bernardino on a golf scholarship....

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Steve Lambert

Managing Director, CIO

415-408-3658

415-408-3407

I was born in Novato, California and raised all of my life in Petaluma. After high school, I attended the University of California, Berkeley. I obtained a Bachelor of Arts degree in Sociology. I have actively traded stocks and...

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Ernie Renner

Managing Director, CFO

707-303-7000

707-303-7110

I was born in San Francisco, and raised in Novato, California. I obtained a Bachelor of Arts degree in Graphic Design from California State University, San Diego. Upon graduation, I worked for a major financial firm and realized my...

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Brian Lambert

Member Relationship Manager

415-408-3658

415-408-3407

I was born and raised in Vacaville, CA, and attended the California State University, Sacramento where I obtained Bachelor of Science degrees in Finance, and Marketing. My beautiful wife and I live in Napa where...

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Ron La Bruzzo

Director, Business Development

707-303-7000

707-303-7110