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Archives: Our Team
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Lianna Kzirian
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Lianna is a Portfolio Associate and Financial Planner at Pacific Global Investment Management Company, a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices.
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Julie Ford
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Arda Jabourian
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Arda has over 10 years of experience in the financial industry supporting clients and portfolio managers. Her role in client services focuses on assisting clients with account paperwork and transaction requests as well as working with teams.
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Araceli Rodriguez
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Araceli has over 25 years of experience in the financial industry providing high-quality client services. Her role in client services emphasizes working directly with clients, portfolio managers and account custodians to oversee service requests and facilitate
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Tika Karapetian
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Tika started her career in the financial services industry with Pacific Global in 2014. In addition to servicing clients, she provides trade and reporting support to portfolio managers. Her role at the firm previously included providing administrative support and
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Laila Poveda
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Laila has over 20 years of experience in the financial industry with a focus on client servicing. As Manager of Client Services she is responsible for overseeing client requests, reporting for portfolio managers and compliance with the firm’s policies and
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Becky Farrant
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Becky is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Adviser Representative for Pacific Global in Florida with over 20 years experience in the financial services industry and over 15 years as a CFP® professional.
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Catherine L. Henning
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As Director of Client Services, Catherine is responsible for the administration of Pacific Global’s investment advisory services. As a Compliance Officer and executive officer of the firm, she also helps oversee the company’s day-to-day operations. She joined Pacific Global in
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Barbara A. Kelley
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As Chief Compliance Officer, Barbara is responsible for overseeing the firm’s compliance operations including compliance with securities laws and regulatory requirements, as well as internal policies and procedures. She joined Pacific Global in 2001 and served
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Conrad Lyon, CFA
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Conrad is an Investment Adviser Representative and Senior Portfolio Manager at Pacific Global Investment Management Company, a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices.