With thirty years of experience in the financial services business in New York City, London and Southern California, Haddon brings a knowledge of the finance industry possessed by few wealth advisors or analysts. With a background that includes serving as senior investment banker to financial institutions across the United States, credit analyst, Chief Financial Officer and private banker, Haddon operates to the the Fiduciary Standard of Care in everything done at Winslow Drake.   

Haddon currently serves as Treasurer to the Cabot's Museum.  He has served on the Board of Directors of the The Living Desert Zoo & Botanical Gardens, Palm Springs International Film Festival, Cathedral City Chamber of Commerce as its Chairman, La Quinta Arts Foundation and Palm Springs Cultural Society and co-founded an award-winning business incubator in Cathedral City that has helped scores of entrepreneurs.  With more than 200 media appearances, Haddon has spoken at the Milken Foundation, the USC Film School and Cal State University and is a columnist for CV Weekly. 

Haddon graduated Magna cum Laude from Northeastern University where he was a Travelli Scholar, earned a Bachelor of Science in Finance and won the Ford Humanitarian Award.  

Contact Haddon at HLibby@WinslowDrake.com.

HADDON LIBBY
Founder / Managing Partner

 
MITCHELL KITAYAMA
Co-Founder / Chairman
Mitchell Kitayama served as Treasurer to the largest Asian bank in the United States, East-West Bank, and CEO to Metro United Bank before joining Winslow Drake. He has extensive fixed income management experience and serves as the strategic advisor to numerous businesses.  He has been on the National Board of Directors for the American Diabetes Association as well as the Ronald McDonald House of Los Angeles.  Mitch currently serves on the board of Apollo Medical Holdings.
 
Contact Mitch at MKitayama@WinslowDrake.com

 

SUE REILLY
Founding Partner

 
Sue Reilly is a Certified Treasury Professional.  With more than thirty years of industry experience, Sue has served as the CFO or Treasurer to numerous banks and financial services firms including East West Bank, Western Bancorp and Ministry Partners as well as a number of Fortune 500 companies. Sue currently serves as CFO for Anchored Prints. Professional certifications earned include Series 7, 24, 27, 99 as well as Health and Life Insurance licenses. 


Contact Sue directly at SReilly@WinslowDrake.com
AMANDA CLOSNER
Operations Associate

 
Amanda joins us from our accountant, CGC-Mroz.
 
Responsibilities include customer requests, back office functions and custodial relations like TD Ameritrade, John Hancock, Pentegra and others.

Contact Amanda at AClosner@WinslowDrake.com