MISSION
Our Mission at ClaraPHI is to assemble a team that believes in contributing to investment education. We provide meaningful and relevant advice, and through prudent investing, work to improve our clients’ financial future.
we're unique
ClaraPHI is one of the few truly independent firms. We focus on recruiting only the most successful financial professionals. By keeping the bar high, we know our advisors have the discipline, experience, and training to develop and grow their investors’ assets. We don’t have to dictate how the advisor should sell or what they should sell. Instead we concentrate on bringing sophisticated tools and resources to investors and their advisors.
ClaraPHI’s principals and advisors have significant relevant and direct experience with investment management programs. We bring real value through 25 years of expertise in investment products, systems and tools to best help monitor the products and markets, and reporting mechanisms to evaluate results. Our goal here at ClaraPHI is to become one of the nation’s premier firms providing world-class tools and resources to investors and advisors.
ClaraPHI’s principals and advisors have significant relevant and direct experience with investment management programs. We bring real value through 25 years of expertise in investment products, systems and tools to best help monitor the products and markets, and reporting mechanisms to evaluate results. Our goal here at ClaraPHI is to become one of the nation’s premier firms providing world-class tools and resources to investors and advisors.
meet our team
Learn more about our people by clicking on each image to bring up a short biography.
Vali Nasr
CEO |
Mark Roth
President & General Counsel |
Maureen Maloney
Chief Compliance Officer |
Scott Klaassen
Chief Operations Officer |
Andrew Tang
Exec. Vice President Chief Investment Strategist |
Roxanna M. Guinan
Sr. Vice President Business Development |
Tracy Kinder
Vice President Operations |
Amanda Nguyen
Vice President, Admin HR Director |
Michael D. Wall
Exec. Vice President High Net Worth Division |
Howard Hill
Managing Director Institutional Business Dev. |
Frank Stanley, CFP®
CERTIFIED FINANCIAL PLANNER™ |
Hans Winkler, CFP®
CERTIFIED FINANCIAL PLANNER™ |
Flora Li
Portfolio Analyst |
Allen Peysakhovich
Assist. Portfolio Analyst |
Afsoon Danesh
Marketing Associate Executive Assistant |
Nina Amini
Operations Associate |
Fallon "Chloe" Guinan
Administrative Assistant |
Isabel Bassi
Operations Associate |
Michael Vitullo
Operations Associate |
