Team Category: Client Services

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.

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

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

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