People

Name Email Company Title Industry Location Country
Vince Ko [email protected] preceptadvisory.com Vice President, Retirement Plan Consulting and Chief Compliance Officer Irvine, California, United States
Trey Cordle tco****@preceptadvisory.com preceptadvisory.com Chief Compliance Officer Ruther Glen, VA, US
Kevin Chen kch**@preceptadvisory.com preceptadvisory.com Vice President, Head of Investments Los Angeles, CA, US
Bernson Wong bwo**@preceptadvisory.com preceptadvisory.com Vice President, Investment Research Irvine, CA, US
Jon Mendelsohn [email protected] Ashar Group CEO and Founder Insurance Orlando, FL, US
Marisa Meshot mme****@preceptadvisory.com preceptadvisory.com Workplace Solutions Specialist Laguna Niguel, California, United States
Jason Mendelsohn jas**@ashargroup.com Ashar Group Co-Founder and President Insurance Orlando, FL, US
Corey Coleman cco*****@preceptadvisory.com preceptadvisory.com Retirement Plan Consultant Portland, OR, US
Bill Clark bil*@ashargroup.com Ashar Group Vice President of Ashar Group - Secondary Market Valuation and Life Settlement Specialists Insurance DeLand, FL, US
Matija Fistrovic mfi*******@preceptadvisory.com preceptadvisory.com Investment Associate Irvine, California, United States