Sean Savoji is a Senior Private Wealth Financial Advisor located with nearly 20 years of experience in financial services. Sean is responsible for working with high-net-worth and ultra-high-net-worth clients to assist them in effectively managing their wealth, first by identifying each client’s unique goals and then by coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. Having worked in the financial services industry for all his professional life, Sean is still thrilled by the ever-changing landscape of the industry, and what fuels his passion is the opportunity to help solve his clients most complex financial and wealth challenges.

Sean is proud to be part of an organization that always seeks to place the client first. While working full time, Sean earned his Bachelor of Science in Business Management and his MBA in Finance from Pepperdine University’s Graziadio Business School. He finished at the top of his class, earning a membership to Beta Gamma Sigma, the international honor society for business programs. Sean also earned his Certificate in Private Capital Markets in his time at Pepperdine.

Sean resides in in Los Angeles with his wife, and daughters. His family is very important to him, and he tries to make as many memories with them as possible. Through the years, Sean has developed a passion for traveling and for exotic cars. In his free time, he likes to travel worldwide. He also has passion for driving and enjoys meeting and spending time with exotic car owners around the country.

CA Insurance License # 0G71618

Wendy Hartje is a Private Wealth Senior Client associate located in the Western Division of Wells Fargo Private Bank with more than 10 years of experience in financial services.

Wendy is responsible for partnering with Private Wealth Advisors and Private Wealth Financial Advisors with client management and business development.

Wendy earned a bachelor’s degree in Psychology from California Lutheran University in Thousand Oaks, CA.

Within her community, Wendy enjoys partnering with non-profit organizations that provides animal rescue services. In addition, she serves as the Chapter Chair for the Los Angeles-Long Beach- Anaheim Chapter within Wells Fargo Bank.

Wendy lives in Thousand Oaks, CA with her husband, 3-year-old daughter, 2 year old son and her two lovely fur babies, Bentley and Midnight. She enjoys practicing hot yoga and outdoor activities with friends and family.

Lisa is a senior private wealth portfolio manager with Wells Fargo Bank. Lisa works with Wells Fargo Bank’s Outsourced Chief Investment Officer (OCIO) team offering customized investment portfolios to help address the unique needs of nonprofit institutional clients nationwide. Lisa has more than 20 years of experience in managing customized investment portfolios for clients including executives, families, foundations, and taxexempt entities.

Prior to joining Wells Fargo Bank, Lisa advised ultra-high net worth individuals, families, and foundations at UBS Private Wealth Management on strategies to help achieve wealth and philanthropic goals. In addition, Lisa previously spent eight years at Goldman Sachs in the Investment Management Division, where she developed investment strategies and managed multi-asset portfolios for CEOs, entrepreneurs, families, and tax-exempt entities. Earlier in her career, Lisa was a portfolio manager and equity research analyst at NWQ Investment Management.

Lisa earned an MBA in Finance at Columbia Business School, Columbia University in New York City and a Bachelor of Arts in Pharmacology at the University of California, Santa Barbara.

Lisa enjoys traveling and trail running in Rancho Palos Verdes, California where she resides with her family

Austin Garrison is a private wealth senior portfolio manager for Wells Fargo Bank in Manhattan Beach. Austin works with clients to implement asset allocation strategies and build tailored portfolios to help meet clients’ investment goals and objectives while reducing risk.

Before joining Wells Fargo Bank, Austin spent 16 years as a Managing Partner with Concourse Capital and Triton Pacific Capital Partners in Los Angeles, CA. In this role, he worked with individual and institutional investors to execute middle-market private equity strategies; including investment acquisitions, structuring and portfolio management. Prior to this, Austin was a Managing Director at CBRE Investors, directing government and private pension fund investments in both commercial real estate and REIT investment portfolios.

Austin earned his Bachelor of Science degree in Engineering from Colorado State University and an MBA with honors from the Haas School of Business at the University of California, Berkeley. He also earned the Chartered Financial Analyst designation.

Austin lives in Manhattan Beach, CA with his wife. They have three children, one in college and two recent university graduates. He is a frequent volunteer for civic and school programs and is an Assistant Coach for the Mira Costa High School girls’ basketball program.

Eric Pagel is a senior private wealth portfolio manager for Wells Fargo Bank located in Manhattan Beach, CA. Eric works with clients to create asset allocation strategies and build custom portfolios to help meet clients’ investment goals and objectives while reducing risk.

Prior to joining Wells Fargo Bank, Eric was a managing partner and portfolio manager at Tennenbaum Capital Partners in Santa Monica, CA. For six years, Eric articipated in managing a $3 billion multi-strategy hedge fund. Eric focused on convertible and capital structure arbitrage, fundamental credit analysis and event driven strategies. Prior to joining Tennenbaum, Eric was a portfolio manager at Symphony Asset Management in San Francisco. For five years, Eric was responsible for portfolio management for both Symphony’s convertible arbitrage fund and Symphony’s best ideas credit fund. Previously, Eric worked for Ford Motor Company where he was lead industrial engineer at Ford Microelectronics.

Eric earned a Bachelor of Science in Industrial Engineering from Northwestern University and a Master of Business Administration from the Kellogg School of Management at Northwestern University.

Eric resides in Manhattan Beach with his wife. Eric enjoys travel, cycling and skiing. Previously, Eric served as a National Trustee and voting member of the investment committee of the Boys and Girls Clubs of America.

Aaron White is a senior wealth planning strategist with Wells Fargo Bank in the Wealth & Investment Management division. He is located in Westlake Village, California. Aaron works closely with high net worth and ultra-high net worth clients and their advisors to align their goals, values, and objectives with their financial and wealth decisions.

Prior to joining Wells Fargo Bank, Aaron was an attorney in the trusts and estates group at Musick, Peeler & Garrett LLP, where his practice centered around sophisticated drafting and administration of tax-efficient estate plans. Earlier in his career, Aaron had been the associate director of the Center for Estate and Gift Planning at Pepperdine University, where he focused on charitable tax planning, nonprofit law, and real estate transactions.

Aaron earned his Bachelor of Arts in Mathematics from Hillsdale College, his Juris Doctor from Pepperdine University (not currently practicing), and his LL.M. in taxation from New York University School of Law. He also serves on the Board of Directors for Beacon Hill Classical Academy, a Christian classical school in Camarillo, California, and is an adjunct professor of estate and gift taxation at Pepperdine University Caruso School of Law.

In his free time, you will find him with his wife and their four children, thirty chickens, eight ducks, two dogs, and one barn cat, collecting eggs, blackberries, and avocados somewhere around their home in Somis, California.

Nichole Baker is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Bank within the Wealth & Investment Management division. She serves Southern California (San Luis Obispo through Los Angeles counties) in the Western division. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Ms. Baker works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Nichole collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

Prior to joining Wells Fargo Bank, Ms. Baker served in several senior philanthropic roles: vice president of development and donor relations at the California Community Foundation, senior director of philanthropic services at the California Institute of Technology, and as a consultant with Global Village Consulting. Prior to Ms. Baker’s work in philanthropy, she worked for nine years as a financial planner.

Ms. Baker earned her Bachelor of Arts from University of Southern California and her Executive Master of Business Administration from the Drucker & Ito School of Management at Claremont Graduate University. She holds the Certified Financial Planner® professional designation and earned the Chartered Advisor in Philanthropy® designation from The American College of Financial Services. She is an active member of Southern California Grantmakers, The Los Angeles Rotary Club (LA5), and several other organizations. Ms. Baker previously served on the boards of several environmental and human service organizations. She is involved with many global and community-based charitable issues, including gender equality, economic development, and environmental conservation.

Professional Experience

Eric Hu is the regional business development leader at Wells Fargo Bank for Real Estate Asset Management, Oil, Gas & Mineral Management, and Closely Held Asset Management for California, Nevada, Hawaii, and Alaska.

In this role, Mr. Hu works with clients in Wells Fargo Bank’s Wealth and Investment Management division to help enhance their real estate and specialty asset portfolios in order to pursue their planning and investment goals, while mitigating some of the risk. Mr. Hu also works with clients on real estate acquisitions that fit within their investment strategy.

Mr. Hu joined Wells Fargo Bank in 2012. Prior to joining Wells Fargo, he was a former practicing attorney and worked for a privately held Real Estate Investment Fund where he participated in managing a portfolio of approximately $100 million in real estate assets that included multifamily, industrial, office, retail, and residential investments.

Mr. Hu has been advising clients on real estate and specialty asset investment strategies for over 13 years.


Education

UC Berkeley Haas School of Business, BS
UC Hastings College of the Law, JD


Professional affiliations

Member of the State Bar of California (currently not practicing)
Member of the Urban Land Institute

Marlon Profeta is a lead wealth management banker and vice president with Wells Fargo Bank within the Wealth & Investment Management division located in the Valley Market office in Pasadena with more than 20 years of experience in financial services. As a lead wealth management banker, Marlon delivers tailored lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, he starts by understanding a clients’ unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.

Prior to joining Wells Fargo Bank’s Wealth & Investment Management division, Marlon worked at Wells Fargo Bank’s Consumer and Business Banking group.

Marlon earned a Bachelor of Arts in Business Administration from Seattle University. He lives in Los Angeles with his wife and three children and enjoys going to theme parks and traveling.

Cynthia Sherman is a custom credit banker and vice president with Wells Fargo Bank within the Wealth & Investment Management division located in Pasadena, California, with more than 30 years of experience in financial services. Cynthia works as part of a team to help high-net-worth individuals achieve their wealth planning goals. As a custom credit banker, she specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs.

Prior to joining Wells Fargo Bank, Cynthia worked at Standard & Poor’s for 5 years, where she was a consultant in corporate valuation services. She has previously worked as a private banker at Northern Trust and Union Bank in the Los Angeles area.

Cynthia earned a Bachelor of Arts in International Relations and a Master of Business Administration from the University of Southern California. She resides in the Pasadena area of Southern California with her husband and daughter.