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MICHAEL K. HOWARD, CFP, President
Mike is President and co-founder of Emery & Howard Portfolio
Management. Mike began his career in financial planning and investment
management with Bechtel Investments in 1980 as a planner and investment
analyst. In 1986, Mike became manager of personal financial planning for
Ogilvie & Taylor, a private investment company in Palo Alto, CA. Mike
has been quoted in The Wall Street Journal, The New York Times, Money Magazine
and Fortune on various wealth management issues. He is a Certified
Financial Planner and member of both the International Association for
Financial Planning and the Institute of Certified Planners. Mike holds a
Bachelor of Science degree in Finance from San Francisco State University
and an MBA in Personal Financial Planning from Golden Gate University.
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FRANK MARINARO, Managing Director & Chief Compliance Officer
Frank joined Emery & Howard in 1993 and serves as Managing
Director and Chief Compliance Officer. Prior to Emery & Howard, Frank
had an extensive career in corporate finance in Silicon Valley. Frank is
member of Emery & Howard's Investment Committee and is responsible
for financial planning, investment management, and regulatory compliance.
Frank is Series 7 licensed and holds a Bachelor of Science degree in
Finance and Accounting from the University of California, Berkeley School
of Business
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ROBERT GROSS, Managing Director
Rob joined Emery & Howard in 2006 and serves in the capacity of
Managing Director. Prior to Emery & Howard, Rob worked over twenty
years in commercial real estate managing both domestic and international
property investments. Rob is member of Emery & Howard's Investment
Committee and is responsible for financial planning and investment
management. He is a Series 65 Registered Investment Advisor and licensed
California State Real Estate Broker. Rob holds a Bachelor of Arts degree
in Business Accounting from San Francisco State University and an MBA in
Financial Services from Golden Gate University.
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KATHY CHIN, Financial Services Manager
Kathy joined Emery & Howard in 1994. Kathy oversees client
reporting, family office services and corporate services including
restricted stock, options and 10B5-1 plans. Prior to joining Emery &
Howard, Kathy worked for The Shorenstein Company in San Francisco, a real
estate investment and management firm. Kathy graduated from San Francisco
State University with a Bachelor of Arts degree in Broadcast
Communications.
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JULIE GIOVANNETTI, Client Services Manager
Julie joined Emery & Howard in 2003. Julie is responsible for
client service activities including new account administration, account
transfers and cash management services. Julie is a Notary Public and has
worked in the financial service industry for several years prior to
joining Emery & Howard.
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