Banking Services
Brian Fogel, Axos Bank
250 Park Ave., 7th Floor
New York, NY 10177
Phone: 516-319-6300
bfogel@axosbank.com
Compliance Services
J. Niel Armstrong, Cedar Mountain Compliance
9201 Marysville Rd
Oregon House, CA 95962
Phone: 415-310-6261
neil@cedarmountaincompliance.com
Jorge A. Rodriguez, ACA Compliance Group
250 Montgomery Street, Suite 780
San Francisco, CA 94104
Phone: 415 653 0332
jrodriguez@acacompliancegroup.com
Operations Support
Kathy Wheadon, Clarelane Consulting LLC
www.clarelaneconsulting.com
Phone: 415 728 2560
kathy@clarelaneconsulting.com
Portfolio Valuation Services
Steven Nebb, Kroll, LLC
345 California Street, Suite 2100
San Francisco, CA 94104
Phone: 415-693-5313
steven.nebb@kroll.com
Insurance Services
William M. Steers, Epic Brokers LLC
1140 Avenue Of the Americas 8th Floor
New York, NY 10036
Phone: 914-413-6684
bill.steers@epicbrokers.com
James Lopiccolo, Woodruff Sawyer & Company
2 Park Plaza, Suite 500
Irvine, CA 92614
Phone: 949-910-8626
jlopiccolo@woodruffsawyer.com
