Shari
Fishman

As our Chief Compliance Officer, Shari is responsible for developing and maintaining our compliance program and ensuring that we keep ahead of the many rules and regulations required of investment advisors. She joined JSF in 2010, when we had grown large enough to require an individual focused solely on compliance. Shari grew up on the […]

Samuel
Sekine, CFA

Sam joined JSF in 2016 as Director of Strategic Operations, where he works to implement new technology and improve the internal systems of the business. He says his favorite part of the job is watching JSF adapt and evolve to better help clients navigate an ever changing world. Sam attended college at nearby UCLA, where […]

Marissa
Brasko

Marissa began her tenure at JSF in 2010 as Jeff’s executive assistant – coordinating client meetings, planning events and helping the other financial planners in the office. As JSF continued to grow and gain more staff, her role expanded to also heading the Admin Department, overseeing the team of assistants and implementing processes to enhance […]

Lisa
Glick

Lisa became part of JSF in 2022, assuming the role of Director of Philanthropic Planning. With certifications as a 21/64 Certified Philanthropic Advisor and completion of the CORO Women In Leadership Program, her focus at JSF involves guiding clients to define their philanthropic goals and connecting them with organizations that resonate with their charitable missions. […]

Natasha
Williams

Whether it’s assisting you over the phone, greeting you at the front door or helping you with whatever you need during and after your visit, our receptionist Natasha is always ready to do everything she can to help clients and visitors alike feel welcome at JSF. A Los Angeles native, Natasha joined the JSF family […]

Andrew
Kraft

Drew began working with the JSF team in 2016 as the Financial Planning and Executive Assistant. In this role, he keeps the planners on schedule, prepares presentations for clients, and updates client information. Drew was born and raised in St. Louis, Missouri, but he moved to Chicago to attend DePaul University. Drew graduated with a […]

Louie
Soon

Louie joined the JSF admin team as Jeff Fishman’s assistant in early 2025. She assists Jeff with coordinating meetings and travel, as well as helping the rest of our admin team to set up conference rooms and put together reviews. She loves being able to learn, understand and work alongside all the different personalities here […]

Beeya
Kim

Since 2024, Beeya has been ensuring all our tech here at JSF is up and running smoothly. She not only helps with troubleshooting but constantly seeks improvements to our programs. Whether that’s streamlining a process or implementing new software, Beeya keeps us up to date and efficient. She enjoys helping the firm and problem solving […]

Sam
Clark

Sam a.k.a. Sam 2, joined JSF as an Operations Associate in 2024 after Nick from our Portfolio Management team recommended her for the role. She assists our Client Service team with opening accounts and running reports, as well as working closely with our Director of Client Experience to curate bespoke client and internal events. Sam […]

Tiffany
Arunarsirakul

Tiffany joined our administrative team in the beginning of 2025. She works closely with our financial planners to manage their schedules and helps keep them up to date with their clients. Tiffany also prepares documents and conference rooms for upcoming meetings. One of her favorite parts of the job is keeping our planner, Mordechai focused […]