Our Team

Why 252 Wealth Management?

It is a number with a deep significance for many old school traders on Wall Street. By convention, many of the formulas used for pricing securities and derivatives assumes 252 trading days in the calendar year.

Coincidentally enough there are approximately 252 sunny days a year in Hollywood. Each of those 252 trading days a year brings something new to the picture, and we do everything we can to stay on top of those developments. That does not mean investors can always assume it will be a beautiful sunshine day on Wall Street. We strive to protect our clients’ assets, on even the cloudiest of days.

David Hoffman

Partner
Senior Vice President

Demitri Hollevoet

Partner
Senior Vice President

Brian Blass

Partner
Chief Investment Officer

Jack Hsia

Managing Director
Senior Financial Advisor

Richard Simenhoff

Managing Director
Senior Financial Advisor

Jenny Yuen, CFP®

Senior Registered Client Associate
Vice President

Patricia Gonzalez

Senior Registered Client Associate
Vice President

Wendy Trevino

Senior Client Associate
Vice President

Justin Truong

Client Associate