Highline Wealth Partners

Andy Chong is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highline Wealth Partners since 2020. His prior experience includes roles at BNY Mellon and Northern Trust. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and business entities, offering financial planning and both discretionary and non-discretionary investment management. The firm employs an Investment Committee that utilizes proprietary screening tools and diversified asset allocations, with services spanning from private wealth and family office solutions to corporate retirement-plan consulting and real estate advisory.

Millu Ramirez is a CFP® professional at Highline Wealth Partners with 12 years of industry experience. Prior to joining Highline Wealth Partners, Ramirez worked at UWM Insurance Services, Urban Wealth Management, Steel Peak Wealth Management, Trilogy Capital, and National Planning Corporation. She is also licensed as a California insurance agent and offers fixed insurance products to clients. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and business entities with financial planning and investment management. The firm employs an Investment Committee that uses proprietary tools and diversified allocations, and provides a range of services including private wealth, corporate retirement-plan consulting, real estate advisory, and standalone financial engagements.

Clark Evans is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and previously worked at Hall Private Wealth Advisors for seven years. Outside of his advisory role, he operates as an independent insurance agent in California. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities with financial planning and investment management. The firm employs an Investment Committee-driven approach using proprietary screening tools and diversified allocations, offering services that include private wealth, family office, corporate retirement-plan consulting, and real estate advisory.

Brian Grimditch is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as experience at Stachur and Emerald Health Services. Highline Wealth Partners provides financial planning and investment management services to individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities. The firm’s Investment Committee uses proprietary tools and diversified asset allocations, offering a range of services from private wealth and family office services to corporate retirement-plan consulting and real estate advisory.

Jamie Rugg is a financial advisor at Highline Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has been with Highline Wealth Partners (formerly Charlesworth & Rugg, Inc.) since 2016. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities with financial planning and both discretionary and non-discretionary investment management. The firm uses an Investment Committee process with proprietary tools and diversified asset allocations, and it offers services including private wealth management, corporate retirement-plan consulting, real estate advisory, and cash management.

Lisa Sternberg is a financial advisor at Highline Wealth Partners with nine years of industry experience. She holds a Series 65 designation and has worked at Highline Wealth Partners and its predecessor firms since 2022, following a long tenure at Charlesworth & Rugg, Inc. Outside of advising, she provides bookkeeping and administrative support for her husband’s company and for the personal accounts of a former employer. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and business entities, offering financial planning and investment management. The firm uses an Investment Committee approach with proprietary tools and diversified portfolios, alongside a range of investor services and regular client communications.

Shawn Hsieh is a CFP® and CFA® with 16 years of industry experience. He is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, where he has worked since 2018. Prior to that, he held positions at American Financial Network Advisory Services, DFPG Investments, and City National Bank. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities, offering financial planning and both discretionary and non-discretionary investment management. The firm’s investment approach involves an Investment Committee that employs proprietary screening tools, diversified asset allocations, and daily portfolio monitoring.

Aaron Morris is a financial advisor at Highline Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charlesworth & Rugg, Inc and DFPG Investments Inc. In addition to his advisory role, Morris serves as Vice Chair of the San Fernando Community Health Center and is a board member of the Community OUTreach Alliance, both nonprofit organizations focused on health and community services. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities with financial planning and investment management. The firm employs an Investment Committee that uses proprietary tools and diversified allocations to manage portfolios, and it offers a range of services including private wealth, family office support, and corporate retirement-plan consulting.

Sevag Ossipian is a CFA® charterholder at Highline Wealth Partners with one year of industry experience. He previously worked at Northern Trust for 11 years. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities with financial planning and investment management. The firm employs an Investment Committee that uses proprietary screening tools and diversified asset allocations, providing services that include private wealth management, corporate retirement-plan consulting, and real estate advisory.

Ben Emons is a financial advisor at Highline Asset Management, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Medley Global Advisors, NewEdge Wealth, and Cetera. Outside of his advisory role, Emons is the founder and CIO of FedWatch Advisors, an outsourced CIO service, contributes to Bloomberg’s Odd Lots newsletter, and serves as an adjunct professor and career counselor at the University of Southern California. Highline Asset Management provides investment management services to private funds and institutional clients, focusing on fund-level due diligence, portfolio construction, and ongoing monitoring. The firm emphasizes predominantly private investments and collaborates with other advisers to manage fund allocations.

Richard Barnett is a CFA® charterholder with four years of industry experience. He has been with Highline Wealth Partners since 2021 and previously worked at Northern Trust for 19 years. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities, offering financial planning and both discretionary and non-discretionary investment management. The firm employs an Investment Committee that uses proprietary screening tools and diversified allocations, providing daily portfolio monitoring and tax-considered rebalancing.

Amanda Rocca is a financial advisor at Highline Wealth Partners with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Allworth Financial, AW Securities, Ms Howells & Co, and Hall Private Wealth Advisors. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities, offering financial planning and both discretionary and non-discretionary investment management. The firm utilizes an Investment Committee-driven process with proprietary tools and diversified allocations, while providing regular communications and a broad range of investor and consulting services.

Ryan Meacham is a financial advisor at Vivaldi Capital Management LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vivaldi Capital since 2020, following a 13-year tenure at Cornerstone Wealth Management. Vivaldi Capital Management LP offers integrated wealth management and investment advisory services to high-net-worth individuals, family offices, and institutional clients. The firm utilizes a customized asset-allocation framework across equities, fixed income, alternatives, real estate, and private equity, supported by an Investment Committee that oversees alternative allocations and platform offerings.

Hugh Meyer is a financial advisor with Highline Wealth Partners in Sherman Oaks, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Highline Wealth Partners, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities with financial planning and investment management. The firm employs an Investment Committee that uses proprietary screening tools and diversified allocations, offering services that include private wealth management, corporate retirement-plan consulting, and real estate advisory.

David Yoshioka is a financial advisor at Highline Wealth Partners with 23 years of industry experience and holds the Series 65 designation. He has worked at Charlesworth & Rugg, Inc. from 2002 to 2016 and again from 2016 to the present, alongside a long-standing role at P.H. Group since 2005, where he serves as Chief Operations Officer for a non-investment-related insurance company. Highline Wealth Partners serves individual and high-net-worth clients, trusts, foundations, retirement plans, and various business entities with financial planning and investment management. The firm employs an Investment Committee that utilizes proprietary tools and diversified allocations, offering services that include private wealth, family office solutions, retirement-plan consulting, and real estate advisory.