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. 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 is one of only 6% of all investment advisors who act as a fiduciary. Fiduciaries must always put your interests first.
Haddon serves on the Executive Board of the Cathedral City Chamber of Commerce. He has served on the Board of Directors of the La Quinta Arts Foundation, The Living Desert Zoo & Botanical Gardens, Palm Springs International Film Festival and Palm Springs Cultural Society and co-founded ShareKitchen, an award-winning business incubator 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. Haddon also has a column in 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.
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. Professional certifications earned include Series 7, 24, 27, 99 as well as Health and Life Insurance licenses.
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.