Partners
GOLD
![]() Michael J. O’Connor Business Development Executive 2185 N. California Blvd., Suite 290 Walnut Creek, CA 94596 Tel: (415) 939-3841 Email: moconnor@advisorpartners.com Web: www.advisorpartners.com Linkedin: https://www.linkedin.com/company/advisor-partners-llc |
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![]() John Bacigalupi 1037 Sunnyhills Road Oakland, CA 94610 Tel: (650) 703-7180 Email: John.Bacigalupi@cantor.com Web: www.cantor.com |
![]() David Shaffer, ARM, CPRIA Agency Principal 877 Ygnacio Valley Road, Suite 220 Walnut Creek, CA 94596 Tel: (925) 944-7100 Email: david@davidshaffer.com Web: www.davidshaffer.com Linkedin: https://www.linkedin.com/in/david-shaffer-arm-cpria-59b46410/ |
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![]() John Jordan, CFA Business Development Executive Tel: (707) 696-0190 Email: john_jordan@ntrs.com Web: www.flexshares.com Linkedin: https://www.linkedin.com/in/john-jordan-cfa-69556b4 |
John Jordan, CFA is a Business Development Executive with Northern Trust Asset Management & the FlexShares ETF business. John is responsible for business development and relationship management across all advisory channels in the San Francisco Bay Area, Northern California and Alaska. John serves as Vice President on the Board of Directors of CFA Society San Francisco. EDUCATION John graduated from Saint Mary’s College of California, with a degree in Business Administration with an Honors Concentration in Financial Services. He is a CFA Charterholder. PERSONAL Born and raised in the North Bay Area, John lives in Oakland with his wife and daughter. They enjoy exploring the diverse cultural, culinary and outdoor experiences Northern California offers. John is an avid cyclist and skier. COMPANY HIGHLIGHT: With $1.2 trillion in total assets under management,*and a longstanding fiduciary history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients. At Northern Trust Asset Management, we understand that investing ultimately serves a greater purpose for your clients. That’s why our philosophy is rooted in the fundamental belief that investors should get compensated for the risks they take – in all market environments and in any investment strategy. At the heart of this philosophy is how we think about, view and analyze risk. As risk-aware investors, this means that risk is taken intentionally to achieve your clients’ desired outcomes. |
![]() Jack Schultz, CIMA® Tel: (925) 515-6834 Email: Jack.Schultz@invesco.com Web: www.Invesco.com Linkedin: |
![]() Brian T. Carlson, CIMA® Regency Vice President Tel: (925) 787-7343 Email: brian.t.carlson@jackson.com Web: www.jackson.com Linkedin: https://www.linkedin.com/in/briancarlson662 |
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![]() Corey Silva 77 Sanders Ranch Road Moraga, CA 94556 Tel: (510) 506-8486 Email: csilva@mfs.com Web: www.mfs.com Linkedin: |
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Mr. Gengo is a senior vice president and external advisor |
![]() Clay Selland 2500 Old Crow Canyon Rd., Ste. 410 San Ramon, CA 94583 Tel: (925) 807-1503 Email: clay@signetmortgage.com Web: www.signetmortgage.com Linkedin: linkedin.com/in/claysellandmortgage/ |
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![]() Name: Susan Danzig, LLC |
Susan Danzig is a Certified Business Development Coach. She equips Financial Advisors with the tools to accelerate their success. Susan has worked with more than a thousand clients over the past 20 years helping them leverage their value and become known for their area of specialization in the marketplace. She works with financial services professionals to create effective marketing plans that achieve exponential results and consistent growth in their businesses. Susan also serves as a National Board Member for the Financial Planning Association. COMPANY HIGHLIGHT: |
SILVER
American Century Investments
Tod McMichael
(925) 980-4880
Federated Hermes
Drew Larson
(415) 463-0627
IMD Goldman Sachs
Brian Nash
(773) 304-8627
JP Morgan
Thomas McKean
(805) 280-8583
State Street Global Advisors
Tyler Charrette
(925) 246-3093
The Financial Services Network
Tom Croxton
(650) 571-1934 ext. 0022
Voya Investment Management
Joe Yastrub
(516) 695-6234