Applying a global perspective to the management of wealth

Get to know our seasoned team, whose collective experience surpasses 100 years.

Joseph Klauzar, MBA, MRED, AAMS^™, AIF^®, CEPA^®, CIMA^®
FIRST VICE PRESIDENT, INVESTMENTS

• MBA, Northwestern University – Kellogg School of Management
• MRED, University of Southern California – Sol Price School of Public Policy
• BA/BA, University of California, Berkeley

Diego Kapelusznik, J.D., MBA, AIF^®
FINANCIAL ADVISOR

• MBA, Claremont Graduate University
• JD, Southwestern Law School
• BA, cum laude, University of California, Irvine

P.Y. Nicole Chang, J.D., MBA, AAMS^{™
FINANCIAL ADVISOR}

• MBA, Stanford University Graduate School of Business
• JD, Stanford University Law School
• BA, magna cum laude, Harvard University

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

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