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...

Executive Vice President & Executive Partner, Chief Investment Strategist

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

Senior Vice President & Manager, Investment Research

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

Senior Vice President & Senior Portfolio Manager, Senior Investment Analyst

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

Investment Analyst

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

Investment Associate

Hannah Chen is an Investment Associate in Destination Wealth Management’s Investment Department. She serves as a multi...