SEIA

Eric Hirsch is a CFP® with 21 years of industry experience, currently serving as an advisor at SEIA. His prior experience includes roles at Goldman Sachs and Royal Alliance Associates, INC. He also provides occasional consulting on financial advisor-related topics through Alphasights. SEIA serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary programs supported by an in-house research group and an Investment Committee.

Jami Merrell is a financial advisor at SEIA with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 13 years prior to joining SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and Investment Committee, and manages a majority of assets on a non-discretionary basis.

Cole Brownell is a CFP® with seven years of industry experience, currently serving as an advisor at SEIA in Los Angeles. His prior experience includes roles at Royal Alliance and MassMutual, along with earlier positions outside the financial sector. Brownell holds an insurance license and is involved in insurance sales and service consistent with financial planning. SEIA provides investment management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs supported by an in-house research group and an Investment Committee.

Craig Pierce is a financial advisor with SEIA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining SEIA and SES LLC in 2026, he worked at First Trust Portfolios L.P. for 21 years. He also serves as a Business Development Officer at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Claire Hauck is a CFA® charterholder with a Series 66 license based in Los Angeles, CA. She is an advisor at SEIA, a firm with a multi-team structure that includes 131 advisors. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of 132 advisors managing approximately $22.5 billion in assets. The firm employs a six-step, client-driven investment process combining strategic and tactical asset allocation, offering both discretionary and non-discretionary managed account programs alongside comprehensive financial planning and retirement consulting.

Hannah Adams is a financial advisor at SEIA with Series 63 and Series 65 licenses. She has experience at New York Life Investments, Bank of America, Star Mountain Capital, and The Rohatyn Group. Prior to her advisory career, she worked with LA Models/STATE Model Management. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation and tactical adjustments, and it offers a mix of discretionary and non-discretionary managed-account programs.

Parker Hendershot is a financial advisor at SEIA with a Series 66 designation and one year of industry experience. Prior to joining SEIA, he worked at Cambridge Associates LLC for three years. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, managing a large portion of assets on a non-discretionary basis alongside discretionary and third-party platform offerings.

Azim Nakhooda is a financial advisor at SEIA with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Nakhooda is a board member and volunteer for the Northeast Ohio Arthritis Foundation. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Jonathan Arntz is an associate advisor at Signature Estate & Investment Advisors, LLC (SEIA) with one year of industry experience. Prior to joining SEIA in 2024, he worked at Cedar Brook Group from 2020 to 2024 and was self-employed in construction from 2011 to 2020. Outside of advisory work, he is involved in property management through BDD Unlimited LLC. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and investment consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, and it manages the majority of its assets on a non-discretionary basis.

John Williams is an advisor at SEIA with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at SES Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. Outside of advising, he serves as a notary public in Los Angeles. SEIA serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and integrates both discretionary and non-discretionary managed-account programs.

Anthony Pizzo is a financial advisor at Select Money Management, Inc. in Los Angeles, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Select Money Management and its affiliated entities since 2012. In addition to his advisory role, he serves as a senior trader for SEIA LLC. Select Money Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, retirement plans, trusts, foundations, and endowments, managing approximately $1.5 billion across about 825 client relationships. The firm uses a combination of fundamental and technical analysis along with a proprietary tactical asset allocation approach to manage portfolios, employing various investment vehicles and third-party managers.

Vannara Murphy is a financial advisor at SEIA with four years of industry experience. She holds the Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and SES Inc. In addition to her advisory role, she serves as a Client Service Manager at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a combination of strategic macro asset allocation and tactical adjustments, managing the majority of its assets on a non-discretionary basis while offering discretionary model and wrap programs.

Jeffrey Zuanich is a financial advisor at SEIA with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SES Inc., Royal Alliance Associates, Signator Investors Inc., and SEIA since 2009. He also holds a California insurance license used to assist with proposal and illustration supervision. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm uses a research-driven investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management options.

Jennifer Kim is a CFP® with 33 years of experience in the financial services industry. She is currently a senior partner at SEIA and has held positions at SES Inc., Royal Alliance Associates, Inc., Seia LLC, and Signator Investors, Inc. Outside of her advisory role, she serves on several boards, including family and children services, a Korean American museum, and local chambers of commerce, and she is the president of a parent association at her children’s school. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages assets primarily on a non-discretionary basis.

John Rasic is a financial advisor with SEIA in Los Angeles, CA, holding a Series 66 designation and nine years of industry experience. He has previously worked at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary managed-account programs supported by an in-house research group and an Investment Committee.