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Our Team

We have assembled a team of in-house experts, associates and strategic partners who can solve the complex challenges facing your investment, estate planning, charitable giving, accounting or legal needs.

Matthew D. Medeiros


Matt Medeiros manages client services and is responsible for investment research and in developing and implementing client portfolio strategies. He also manages all trading and securities settlement activity. He assists in the development of asset allocation models, investment manager searches and portfolio performance monitoring and reporting systems.

Matt is a graduate of Trinity College with a Bachelor of Arts in Mathematical Economics.  He has earned his Certified Private Wealth AdvisorSM (CPWA®) designation and holds the Registered Investment Advisor Representative designation (Series 65).

Hannah O'Loughlin, CFA

Vice President/CFO

Hannah O’Loughlin is responsible for developing and implementing client portfolio strategies. She is responsible for the daily client activity including processing of client securities transactions and rebalancing activities. Her past experience includes working as a Financial Analyst intern for Madison Valuation Associates.

Hannah is a graduate of the University of Wisconsin at Madison. She holds a Bachelor of Business Administration majoring in Finance, Investment and Banking. She has earned her Chartered Financial Analyst (CFA®) designation and holds the Registered Investment Advisor Representative designation (Series 65).

Andrea Nowell

Client Services / Administration

Andrea Nowell provides our team with administrative and client service support. Prior to joining our firm, she was employed as a staff accountant for Lindsay & Brownell, CPA’s. She is responsible for business accounting functions, client billing, and maintains the company administrative procedures and research library.

Andrea holds a Bachelors degree in Business Administration from National University, San Diego.

Robert B. Clelland


Bob Clelland has extensive experience as a consultant to pension plans, insurance companies, foundations and endowments.

Bob is Director Emeritus of the Investment Management Consultants Association (IMCA), the national professional organization for the investment consulting industry. He served on the Board of Directors of IMCA for twelve years and was the organization’s President for two of those years. As a founder of the Consultant’s Performance Standards Task Force, he participated in the shaping of investment standards for the industry. Bob is a frequent speaker at industry meetings.

Bob is a past member of the Board of Governors of the San Diego Foundation and the past Chair of the Foundation’s Investment Committee. He has been a Registered General Securities Principal (Series 24) and Registered Securities Representative (Series 7) and currently holds the Registered Investment Advisor Representative designation (Series 65).

He is past Chairman of the Board of the San Diego Regional Disaster Fund and is currently member of the Board of Directors and head of the Investment Committee of the San Diego Maritime Museum.

Bob received his Bachelor’s Degree in International Business Management from San Francisco State University and earned his Certified Investment Management AnalystSM (CIMA®) designation sponsored by the Investment Management Consultants Association (IMCA) at the Wharton School.