Investment Advisory Committees

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

Thelia A. Wade, CPA, PFS, Chair
Principal and Wealth Advisor
Buckingham Asset Management

Christopher M. Dobson
Certified Financial Planner
Dobson Asset Management

Patrick Emery
Abbey, Weitzenberg, Warren & Emery

Steven M Goldberg
Friedemann, Goldberg LLP

J. Barrie Graham
Chief Operating Officer
WR Hambrecht & Company

Nick Smith
Head of Investor Relations
Foresite Capital

Dale Wannen, MBA
Founder
Sustainvest Asset Management, LLC

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, Chair
Retired, Professor at Santa Rosa Junior College

Oscar Chavez
Assistant Director of Human Services

Pete Golis
Columnist, The Press Democrat

Katie Jackson
Senior Vice President, Jackson Family Wines

Susan Lentz
Community Foundation Sonoma County Board Member

Janet Ramatici
Retired, Petaluma Education Foundation

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