Broker Check
Rebecca A. Clelland

Rebecca A. Clelland

Client Service / Compliance Manager

Becky Clelland oversees the firm’s Client Services and compliance function. She is responsible for operations and client services activities with trust custodians and other vendors. She assures that the firm’s procedures and policies are in compliance with the Investment Advisory Act of 1940 and completes all state and national regulatory filings.

Becky is a Founding Member of the San Diego Women’s Foundation where she served on the Board of Governors as Treasurer. She is also active with the Senior Community Centers, the Susan G. Komen Foundation, and Polinsky Children’s Center. She attended Morningside College in Sioux City, Iowa.