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Consulting Group
750 Lindaro Street, San Rafael Corporate Center
Suite 300
San Rafael, CA 94901
Suite 300
San Rafael, CA 94901
tel: 415-460-6207
toll free: 800-777-3489
fax: 415-482-2750
toll free: 800-777-3489
fax: 415-482-2750
back (l - r): John Polhemus, Jeffrey Katz
front (l - r): Culley Casey, Heather Cheney
front (l - r): Culley Casey, Heather Cheney
Group Details
Jeffrey Katz, CIMA®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
tel: 415-482-2740
toll free: 800-777-3489
fax: 415-482-2750
Professional Details
- Over 23 years Investment Management Experience
- Certified Investment Management AnalystSM
- Member of Investment Management Consultants Association
- Strategic and tactical asset allocation including tax sensitivity
- Customized investment strategies and legacy planning
Jeffrey Katz, CIMA® is licensed in the following state(s): AZ, CA, CO, FL, HI, MD, NJ, NM, NY, OR, PA, VA, WA
John Polhemus
Senior Vice President - Wealth Management
Portfolio Manager/Financial Advisor
Portfolio Manager/Financial Advisor
tel: 415-482-2741
toll free: 800-777-3489
fax: 415-482-2750
Professional Details
- Over 30 years in the securities industry
- 25 years in management
John Polhemus is licensed in the following state(s): AZ, CA, CT, FL, HI, ME, NJ, NM, NV, NY, SC, WA
Culley Casey
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 415-460-6207
toll free: 800-777-3489
fax: 415-482-2750
Professional Details
- Over 20 Years in Investment Industry
- Mission San Rafael Rotary
- Board President MSRR Foundation
Culley Casey is licensed in the following state(s): AZ, CA, GA, ID, MA, MN, NC, NE, NJ, NM, NV, NY, OR, SD, TX, UT, WY
Heather Cheney
Senior Registered Client Service Associate
tel: 415-482-2743
fax: 415-482-2750
Professional Details
- Series 7
- Series 66
Anna Camera
Registered Client Service Associate
tel: 415-482-2752
fax: 415-482-2750
Professional Details
- 11 Years Industry Experience
- Series 7
- Series 66
- Series 9 & 10
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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