APSチーム

Daniel R. Bennett, M.S. Finance, CIMA^®

Managing Partner

310-496-8025

drbennett@advancedportfolios.com

言語: 英語、スペイン語、ポルトガル語　

投資銀行および金融サービスにおいて25年以上の経験を有するダニエル・ベネットは、その深い金融市場の経験に頼り、非公開の事業、独立した専門家...

Glen A. Michel, MBA, ChFC^®, AIF^®, LUTCF^®グレン• マイケル

Managing Partner and Co-Owner

310-861-6761

gmichel@advancedportfolios.com

言語: 日本語、英語、スペイン語

グレンは国際ビジネス経験が29年以上あり、保険、投資、年金、事業および資産計画の分野で助言サービスを提供しています。クライアントの事業、投資ポートフォリオ...

Daniel M. Hart, ChFC®

Partner, Financial Advisor

310-929-7992

dhart@advancedportfolios.com

言語: 英語

ダニエルは2018年にAdvanced Portfolio Strategiesに参加し、2023年1月にはパートナーとなりました。彼は新規クライアントのオンボーディング...

Hiromi Tsukata, CBOM^TM
塚田礼美

Operations Manager

言語: 日本語、英語

礼美は、円滑な事業運営を確保し、またファームのクライアントへのサービスに協力するオペレーションマネージャーとして働いています。彼女の主な職務には...

Benjamin Shapiro Castillo is a Financial Advisor with Advanced Portfolio Strategies. With over a decade of experience in finance, he combines analytical expertise with a people-first approach to help individuals, families, and business...

Daniel M. Hart, ChFC^®, AIF^®

Partner

Language(s): EnglishDaniel joined Advanced Portfolio Strategies in 2018 and became a Partner in January 2023. He oversees operations including onboarding clients, portfolio research, trading and CRM development. He is deeply involved...

Daniel Bennett, M.S. Finance, CIMA®, AIF ®

Managing Partner

Daniel Bennett brings more than 25 years of investment banking, investment management, and financial markets experience to his work with business owners, families, and international investors.As Managing Partner and Co-Founder of...

Emma Timm

Account Executive

Emma Timm joined APS in March 2025 after starting her financial services career in San Diego. She was born in Santa Monica and grew up in Los Angeles until earning her B.A. in Economics from San Diego State University in 2024. Since...

Hiromi Mime, MIA

Client Relationship Manager

Hiromi Mime joined Advanced Portfolio Strategies in 2025 as Client Relations Manager, bringing her dedication to exceptional service and operational excellence to the firm. She specializes in client case management, administrative...