Alhambra Investment Management LLC

Juan Perez is a Series 65-licensed advisor with 19 years of experience, currently serving at Alhambra Investment Management LLC. He previously worked at JM Capital Management, Inc. and has been with Alhambra since 2007. Outside of his advisory role, he provides bookkeeping and consulting services for a family-owned Haagen-Dazs franchise. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients through discretionary and non-discretionary investment management, employing a team approach. The firm utilizes a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to customize portfolios across various asset classes and strategies.

Douglas Terry is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Alhambra Investment Management LLC since 2011. He also has a 25-year tenure with ABT Holdings LLC. Alhambra Investment Management serves individual and high-net-worth clients, as well as charitable and corporate accounts, providing discretionary and non-discretionary investment management along with coordinated financial planning, tax, and estate planning services. The firm uses a team-based approach and employs a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to create customized portfolios aligned with client risk tolerances.

Margarita Fernandez is a financial advisor at Alhambra Investment Management LLC with 25 years of industry experience. She holds a Series 63 designation and has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities, and offers customizable portfolios across various risk profiles.

Stephen Brennan is a financial advisor with Alhambra Investment Management LLC in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has previously worked with San Jose Police & Fire Pension and Financia Capital, LLC. Outside of his advisory role, Brennan operates a marketing consulting business and is a partner overseeing commercial real estate investments. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients using a team approach. The firm integrates a top-down macroeconomic framework with quantitative equity models and special situation investments to deliver customized portfolios aligned with client risk tolerances.

Joseph Calhoun III is a financial advisor at Alhambra Investment Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Alhambra since 2006 and at Calhoun & Co. since 2021, where he is the sole owner. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation securities, and manages client relationships through a team-based structure.