Experience

Stephen Hagy is a Senior Vice President – Wealth Management and Senior Portfolio Manager. He has over 30 years of experience working with serving wealthy clients and their families and focuses on working together with clients to build and manage portfolios designed to meet their specific needs. Steve most recently held a similar position at Morgan Stanley and was previously with Prudential, PaineWebber and later UBS. Steve and his wife Aileen have raised three wonderful children. In his spare time, Steve enjoys golf and fishing. Steve holds a Bachelor of Science Degree in Business Administration from the University of Southern California

John Hagy is a Financial Advisor and Portfolio Manager. John has over five years of experience in financial services and particularly enjoys working with professional athletes and real estate agents having personal ties to both. He held a similar role previously at Morgan Stanley. John enjoys community involvement serving in the past at the Centennial Guild. An avid sports fan, John enjoys backpacking, skiing and racing cars. John graduated from Chapman University with a degree in Political Science and Minor in History