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.

 

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...

President & Chief Investment Strategist, Executive Partner

Craig Gentry joined Destination Wealth Management in March 2004 and currently serves as the firm’s Executive Vice...

Managing Director & Director of Research

Mark McMechen is a Senior Vice President & Manager, Investment Research in Destination Wealth Management’s Investment...

Managing Director & Director of Portfolio Management

Linda Xia is a Senior Vice President & Senior Portfolio Manager, Senior Investment Analyst in Destination Wealth...

Vice President & Senior Investment Analyst

George Reel is an Investment Analyst in Destination Wealth Management’s Investment Department. George primarily focuses...