Our Committee Members
We are grateful for the dedicated expertise of our committee members who provide strategic financial and community investment knowledge to our team.
INVESTMENT ADVISORY COMMITTEE
Kit M. Driscoll, Committee Chair
Attorney, Friedman Goldberg Wargo Hess LLP
Sonu Chandi
Owner & CEO, Chandi Hospitality Group
Chris Dobson
Certified Financial Planner, Dobson Asset Management
J. Barrie Graham
Ret. WR Hambrecht & CO
Steven Goldberg
Friedemann Goldberg Wargo Hess LLP
Mark Keating, CFP AEP
Chief Investment Officer, Wealth Advisor
John E. Mackey
Senior Vice President, Exchange Bank
Nick Smith
Chief Investor Relations Officer, Section 32
INVESTMENT CONSULTANTS
Todd Au, CIMA
Institutional Consultant
Graystone Consulting
Tony Parmisano, CFA
Institutional Consultant – Portfolio
Manager – Vice President
Graystone Consulting
COMMUNITY IMPACT COMMITTEE
Aiko-Sophie Ezaki, Committee Chair
Program Manager, EPC Built It
Current Board Member
Lisa G. Carreño
President and CEO, United Way of the Wine Country
Current Board Member
Kevin Jaggie
Managing Director/Investment Officer, Wells Fargo Advisors
Current Board Member
Nicole Lim
Executive Director, California Indian Museum
Current Board Member
Alan Preston
Retired, Chevron Corporation, Corporate Vice-President
Current Board Member
We’re grateful to the following community members who serve on our committee:
Dr. Brenda Flyswithhawks
Eric Gonzalez
Zeke Guzman
J Mullineaux
Ed Sheffield