We are grateful for the dedicated expertise of our investment advisory committee members who provide strategic financial and community investment knowledge to our team.
INVESTMENT ADVISORY COMMITTEE
Deberah B. Kelley, Chair
Executive Vice President Wealth Management, Mechanics Bank
Current CFSC Board Member
Chris Dobson
Dobson Asset Management
Steven Goldberg
Friedemann Goldberg Wargo Hess LLP
Barrie Graham
Retired Banker, previously:
WR Hambrecht & CO
Nick Smith
Chief Investor Relations Officer, Section 32
Thelia Wade
Wealth Advisor, Buckingham Strategic Wealth
Current CFSC Board Member
Dale Wannen
Sustainvest Asset Management LLC
Current CFSC Board Member
Michelle Young
Partner, Transcend Wealth Partners
Current CFSC Board Member
INVESTMENT CONSULTANTS
Todd Au, CIMA
Institutional Consultant
Graystone Consulting
Tony Parmisano, CFA
Institutional Consultant – Portfolio
Manager – Vice President
Graystone Consulting
COMMUNITY INVESTMENT COMMITTEE
Steve Rabinowitsh, Committee Chair
Retired Professor, Santa Rosa Junior College
Former Board Member
Lisa G. Carreño
President and CEO, United Way of the Wine Country
Current Board Member
Aiko-Sophie Ezaki
Project Manager, EPC Built
Current Board Member
Pete Golis
Columnist, The Press Democrat
Former Board Member
Akash Kalia
Owner, Palms Inn
Current Board Member
Ralph Lewin
Executive Director, Peter E. Haas Jr. Family Fund
Current Board Member
Alan Preston
Retired, Chevron Corporation, Corporate Vice-President
Current Board Member
Janet Ramatici
Retired, Petaluma Education Foundation
Current Board Member