is Vice President of Kayne Anderson Rudnick Wealth Advisors. She has approximately eight years of experience in the financial services industry. Before joining Kayne Anderson Rudnick in 2011, Grace was an Account Executive at Fidelity Investments, where she provided financial planning advice in areas such as investment strategies, asset allocation, estate planning, tax planning, and insurance, to help manage the firm's long-term client relationships. Grace earned a B.A. in Economics from the University of California, Los Angeles. She also earned a Certificate in Financial Planning from the California Lutheran University and holds her Series 7, 66, and California Health and Life Insurance licenses.
Grace enjoys reading, watching movies, frequenting museums, and travel. Originally from the Bay Area, she currently resides in Los Angeles, California.
is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 11 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2013, he worked in equity research for KeyBanc Capital Markets covering the gaming and lodging industries. Before working at KeyBanc Capital Markets, Darnel was a Vice President-Financial Consultant for Charles Schwab & Co. During his seven years at Charles Schwab, Darnel provided private-client investment-management services to high-net-worth families. He earned a B.S. from the Arizona State University and an M.B.A. in Finance & Strategy from the University of California, Los Angeles where he was selected for the Student Investment Fund. He also holds his Series 7, 63, 65, 86, 87, and Chartered Mutual Fund Counselor (CMFC) licenses.
Darnel is married to Tamany Vinson Bentz and they have one child, Blaise. The Bentz's support the American Cancer Society and the American Heart Association, among other organizations. Darnel enjoys travel, reading, skiing, golf, and basketball. He currently resides in Manhattan Beach, California.
is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 27 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1999, he worked as a Financial Adviser at Sanford C. Bernstein & Company. He earned a B.A. from the University of California, San Diego, an M.A. in Public Policy from The George Washington University, and an M.B.A. from The Wharton School at the University of Pennsylvania. Curt is a member of the CFA Institute, the CFA Society of Los Angeles, the Investment Management Consultants Association, and the Financial Planning Association. He is a Certified Private Wealth Advisor® professional and an Accredited Investment Fiduciary®. Curt was named a 2011, 2012, and 2013 Five Star Wealth Manager by Los Angeles magazine, a designation awarded to wealth managers who scored highest in overall satisfaction. This resulting list represents less than 2 percent of the wealth managers in the Los Angeles area.
Curt is married to Carolyn and they have two daughters, Chloe and Lana. The Birens are involved in several charitable organizations.
Curt is an avid golfer, having spent his junior year in college at the University of St. Andrews in Scotland. He enjoys reading good books about history, politics, and religion.
is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has 17 years of experience in the investment management and municipal finance industries. Before joining Kayne Anderson Rudnick in 2011, he worked as Vice President in the Institutional Group for Fisher Investments, a global wealth manager based in Woodside, California. During his nearly 10 years at Fisher Investments, Tom provided private client as well as institutional investment management services to high-net-worth families, public, corporate, and multi-employer relationships in the U.S., Europe, Canada, and Asia. His depth of knowledge in global capital markets and portfolio management has helped clients make informed decisions regarding their specific financial plans. Tom also served as a Director in the Financial Services Group at Orrick, Herrington & Sutcliffe LLP and was responsible for providing strategic public finance services to state and local governments. He earned a B.A. in Classics from the University of Notre Dame, where he was a Monogram winner for playing NCAA Division I soccer, and his M.B.A. from Georgetown University, The McDonough School of Business. Tom is a Registered Investment Adviser Representative, holds the Series 65 license and also earned a Certificate in Financial Planning (the UK FSA qualification).
Tom is married and has three daughters. The Connaghans support St. Thomas the Apostle Church, the Menlo Park-Atherton Education Foundation, Lucile Packard Children's Hospital, New Beginnings Preschool, and the Guardsmen, among other organizations.
Tom likes to golf, surf, bike and play/coach soccer. He also enjoys trying new cooking recipes, recording and playing music, and is a loyal fan of Notre Dame football.
is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 56 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1995, Alan operated his own investment-counseling firm for 36 years. Alan earned a B.A. and an M.A. from the University of California, Los Angeles and was elected to the Beta Gamma Sigma Business Administration Honorary in 1959 and to the National Education Honorary Phi Delta Kappa in 1953.
Alan is married to Sharon and they have three children, Derrell, Robert, and Ilene, and nine grandchildren. The Lipmans are involved in a number of charitable enterprises, including the Pacific Jewish Center and the Jewish Community Foundation of Greater Los Angeles. The Lipmans also have a foundation that provides funds for students needing special educational opportunities.
Alan enjoys hiking and photography and reading history and historically based novels. He currently resides in Santa Monica, California .
is a Client Service Manager of Kayne Anderson Rudnick Wealth Advisors. She has approximately 12 years of experience in the financial services industry, encompassing skills in Relationship Management, Portfolio Administration, Investment Technology, and Trading. Before joining Kayne Anderson Rudnick, Sabrina was an Institutional Client Service Manager and Vice President at Envestnet Asset Management, a provider of software and technology solutions for investment advisors. Sabrina earned a Bachelor of Arts in Economics from California State University, Northridge.
Sabrina has lived in and traveled to 22 different countries and enjoys painting, yoga, meditation, and cooking. Sabrina currently resides in Los Angeles, California.
is Managing Director of Kayne Anderson Rudnick Wealth Advisors. He has approximately 20 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2004, he worked as the National Sales Manager for Financial Engines, a firm founded by Nobel Laureate, Dr. William Sharpe, to provide institutional-quality investment advice and investment-management services to millions of investors. Before working at Financial Engines, Spuds was a Retirement Plan Consultant for Retirement Plan Strategies, after spending the first four years of his career in a variety of roles at Franklin Templeton Funds. He earned a B.S. in Industrial and Labor Relations from Cornell University, where he was awarded the Cornell Tradition Fellowship for leadership and academic achievement, and played varsity football. Spuds is a Certified Private Wealth Advisor® professional and was named a 2011, 2012, and 2013 Five Star Wealth Manager by Los Angeles magazine, a designation awarded to wealth managers who scored highest in overall satisfaction. This resulting list represents less than 2 percent of the wealth managers in the Los Angeles area.
Spuds is married to Ann and they have four children, Emmet, Mary Clare, Finn, and Margot. The Powells support The Lucile Packard Children's Hospital, St. Thomas the Apostle School, LIVESTRONG, and the Manhattan Beach Education Foundation, among other organizations.
Spuds enjoys playing sports and cooking and is a loyal fan of the San Francisco Giants, San Francisco 49ers, and Notre Dame football.
is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 50 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1990, Roy was a Regional Sales and Marketing Manager for E.F. Hutton and Donaldson, Lufkin & Jenrette. Roy earned a B.A. from California Polytechnic State University, San Luis Obispo, and an M.B.A. from the University of Southern California. He served as Chief of Protocol of track and field for the Los Angeles Olympic Organizing Committee, as a member of the Board of Directors and Committee Chairman of the Pasadena Tournament of Roses, and as a member of the Board of Governors, General Alumni Association of the University of Southern California.
Roy is married to Elaine and they have three children, Roy, Stewart, and Leslie, and six grandchildren. Roy is an active member of the Pasadena Tournament of Roses and he helps to raise money for the Norris Cancer Hospital. He served as Chief of Protocol of track and field for the Los Angeles Olympic Organizing Committee and is a member of the Board of Governors, General Alumni Association of the University of Southern California.
Roy enjoys fly fishing, deep sea fishing, traveling, and golf. He currently resides in Pasadena, California.
is a Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. She has approximately 42 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2012, Diane managed our sister firm SCM Advisors' private client group and was a member of their Executive Committee. Between 1994 and 1997, Diane was Director and Manager of Private Banking services at Bankers Trust Company, and between 1988 and 1994 managed the Private Banking San Francisco office for Swiss Bank Corporation. Diane started her investment career at Wells Fargo Bank in 1971 and became the first female Vice President in the bank's Trust Investment Department in 1982. She was responsible for the San Francisco Trust Investment Department, which had approximately $5 billion in client assets.
Diane was born in the U.K. and graduated from the Oxford College of Technology. She is a graduate of the 3-year advanced studies program at the University of Washington's Pacific Coast Banking School. Diane has the Chartered Financial Analyst designation (CFA) and is a member of the CFA Institute and Security Analysts Society of San Francisco.
Diane lives in San Francisco with her husband Christian. They have two children and two grandchildren. Diane has served on the Board of Pathways Hospice Foundation, the Auxiliary Board of the March of Dimes, and supported the French American International School in San Francisco, among other organizations.
is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. She has approximately 10 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Aleisha was an Assistant Vice President for Rand & Associates, an investment advisor in San Francisco, California. She started her career at Goldman Sachs & Co. in Boston, MA. Aleisha earned a Bachelors in Business Administration from Northeastern University, Boston, MA.
Aleisha played Division I Field Hockey in college and now enjoys running, climbing, music, and travel. Originally from Portland, Maine, she currently resides in Manhattan Beach, California.
is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. She has approximately six years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Jackie was a Private Client Associate for Tower Asset Management, an investment advisor in Beverly Hills, California. She earned a B.A. in History from the University of California, Los Angeles.
Jackie enjoys music, writing, and travel. Originally from San Diego, she currently resides in Los Angeles, California.
is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. He has approximately two years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Elean was a Junior Financial Analyst for North Capital, an investment advisor in San Francisco, California. He earned a B.A. in Economics from the University of California, Riverside and holds his Series 6, 7, 63, and 65 licenses.
Elean enjoys snow sports and writing music. He currently resides in Los Angeles, California.
is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. She has approximately 19 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Beth was an associate at Lipman, Carrasso, and Young and an office manager for an architectural firm. She earned her Associates Degree in Liberal Arts.
Beth was born in New York and raised in Los Angeles. She enjoys spending time with family and friends, travel, and attending concerts. She currently resides in Sherman Oaks, California.
is a Senior Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors in our San Francisco office. He has approximately 14 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Darryl held various positions in client servicing, operations, and compliance at our sister firm, SCM Advisors LLC in San Francisco. He was also the Sr. Operations Manager at BlackShip Capital Management, LP, a small private equity firm in San Mateo, CA. Darryl earned a Bachelor of Science in Business Management.
Darryl enjoys photography, golfing, cooking, hiking, and travel. Originally from Sacramento, Darryl currently resides in Livermore, California, with his wife, Victoria.