Our Team

As Founder and President of Private Portfolios, Inc., Bob brings more than 50 years of financial services experience to the firm. A graduate of the University of California, Berkeley (Class of 66), Bob is a Registered Principal with...

Dan has spent his entire career as a Financial Advisor. After graduating from UCLA in 1996, Dan started his career with Wells Fargo Securities in Beverly Hills and later Sanwa Bank in Beverly Hills. Dan joined his father at Private...

Elana joined Private Portfolios, Inc. as the Client Services Specialist in 2017. After graduating San Francisco State, she has spent several years in client services with multiple financial institutions. Like everyone in our firm,...

Mark is a holistic wealth manager, focused on both comprehensive financial planning and investment management and has been in practice since 2012...