Wolfgang Klein, BBM, CIM, AIFP®
Senior Portfolio Manager & Senior Wealth Advisor
Jack Hardill, CIM
Senior Portfolio Manager & Senior Investment Associate
Zachery Kim, BA Economics
Investment Associate
Kathleen Klein, BAA Journalism
Business Development Associate
Strategic Partnerships
Lara Borboudakis
Wealth & Estate Planning Specialist
Lara partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. Lara is dedicated to providing effective and customized solutions for each clients' unique goals.
Lara holds the financial planner designation F.P.I and is a financial security advisor.