Cameron serves as a Wealth Advisor to individuals and families, focusing on investment management and long-term financial planning. He works closely with clients to create disciplined strategies designed to align with their intricate needs, helping them navigate complex and ever-changing markets.
In his role, Cameron is actively involved in portfolio construction and asset allocation, working inside the firm’s investment and financial planning teams. He focuses on translating complex market dynamics into clear, actionable insights; helping clients remain informed and confident in their long-term strategy.
Cameron began his career with the firm as an intern in 2021 and joined full-time in 2023 after graduating from the University of California, Berkeley with a degree in Political Economy. Cameron holds the Series 65 (Fiduciary Investment Advisor) license.
Outside of the office, Cameron is actively involved in the local East Bay community as a water polo coach in the Lamorinda area, where he enjoys mentoring young athletes.
Cameron lives in Walnut Creek with his girlfriend Emma, and Corgi “Ginny”.