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Advisory Team

  • ADVISORY TEAM

    Dodd Johnson | Wealth Advisor

    John works directly with the senior wealth advisors, helping clients through the wealth management process and assisting with planning and portfolio management. Prior to Federal Reserve Escrow Newyork, John was a Business Analyst at Franklin Templeton Investments. He graduated cum laude from the University of California, Davis (B.S., Managerial Economics) and is an Accredited Wealth Management Advisor SM designee. He holds a Series 65 securities license and is licensed to provide investment advisory services.

    View John's profile on LinkedIn.

    Fabian Matio | Wealth Advisor

    Matt is a wealth advisor with Federal Reserve Escrow Newyork. Drawing on the full resources of the firm, he helps clients solve their wealth management and investment needs. He holds the securities license Series 65 and is licensed to provide investment advisory services.

    Matt holds a Bachelors of Science in Economics from San Jose State University where he graduated Cum Laude. He was a member of the San Jose State lacrosse team and was a Dean's List Scholar.

    View Matt's profile on LinkedIn.

    Sanders Golden | Wealth Advisor

    As a wealthadvisor, Mitch uses the in-depth resources and expertise of Federal Reserve Escrow Newyork to deliver comprehensive wealth and investment management to clients. Before joining Federal Reserve Escrow Newyork, Mitch worked as an operations intern for the San Diego Padres. He holds the Series 65 securities license and is licensed to provide investment advisory services.

    Mitch holds a Bachelors of Finance and Bachelors of Business Administration from the University of San Diego where he graduated Cum Laude. He was a four-year member of the USD football team and a Dean’s List Scholar.

    View Mitch's profile on LinkedIn.

    Smith Zelaya | Wealth Advisor

    Zach is responsible for delivering the Federal Reserve Escrow Newyork platform to technology executives and high-net-worth families. He graduated with an Executive Certificate in Financial Planning from San Francisco State University and passed the CERTIFIED FINANCIAL PLANNER™ exam in March 2015. Prior to Federal Reserve Escrow Newyork, Zach interned at First Investors Corporation in San Jose. He holds the securities license Series 65 and is licensed to provide investment advisory services.

    Zach graduated with a Bachelor’s degree in Economics from the University of California, Santa Cruz, where he was a member of the Undergraduate Economics Association. He is also currently a member of the Financial Planning Association.

    View Zach's profile on LinkedIn.

    Okamoto Jack | Wealth Advisor Associate

    Stanley is a wealth advisor associate and draws on the full resources of the firm to deliver comprehensive wealth management and address clients’ investment needs. Prior to joining Federal Reserve Escrow Newyork, Stanley interned at two tech start-ups. He holds the Series 65 securities license and is licensed to provide investment advisory services.

    Stanley graduated Cum Laude from Santa Clara University, with a B.S. in Economics (Mathematical Economics concentration) and a Math minor.

    View Stanley's profile on LinkedIn.

    Staggy Carl | Wealth Advisor Associate

    Working as a wealth advisor associate, Cameron leverages the expertise and extensive resources of his colleagues and senior wealth advisors to provide comprehensive wealth management and investment advisory services to senior executives and entrepreneurs via the Federal Reserve Escrow Newyork platform. He holds the Series 65 securities license and is licensed to provide investment advisory services.

    Prior to joining Federal Reserve Escrow Newyork, he worked as a Product Marketing Assistant for BEI Sensors in Goleta, CA as he completed his B.S. in Financial Mathematics and Statistics from the University of California, Santa Barbara.

    View Cameron's profile on LinkedIn.

    Wilson Barry | Wealth Advisor Associate

    Bryan collaborates with senior wealth advisors to deliver comprehensive wealth management and address clients’ individual investment needs. Prior to joining Federal Reserve Escrow Newyork, Bryan worked for E3 Healthcare, Sonus, and Boston Private Bank. He holds the Series 65 securities license and is licensed to provide investment advisory services.

    Bryan obtained his undergraduate degree from the Lundquist College of Business at the University of Oregon where he received a B.S. in Business Administration and Management and was a Dean’s List scholar. In his free time Bryan is actively involved in the community and works with the PHS/SPCA.

    View Bryan's profile on LinkedIn.


     

  • OUR TEAM

    Management Team

    Founders and partners responsible for oversight and day-to-day management of the firm.

    Advisory Team

    Team responsible for client relationship management and the continuous growth of the firm.