Investment strategy requires diligent research and an understanding of today's complex financial world. Our investment team is dedicated to delivering our investment insight to you with the goal of making a difference for your portfolio strategy.
Michael A. Yoshikami Ph.D., CFP® CEO, Founder and Chairman, Portfolio Strategy Committee Michael Yoshikami, Ph.D., CFP®, is CEO and Founder of Destination Wealth Management and Chairman of DWM’s Portfolio...
Craig Gentry MBA President & Chief Investment Strategist, Executive Partner Craig Gentry joined Destination Wealth Management in March 2004 and currently serves as the firm’s President, Chief...
Mark McMechen MBA Managing Director & Director of Research Mark McMechen is a Managing Director & Director of Research in Destination Wealth Management’s Investment Department...
Linda Xia MBA Managing Director & Director of Portfolio Management Linda Xia is a Managing Director & Director of Portfolio Management in Destination Wealth Management’s Investment...
George Reel MS Vice President & Senior Investment Analyst George Reel is a Vice President & Senior Investment Analyst in Destination Wealth Management’s Investment Department...
