

Warren has over 12 years of experience in the investment advisory industry providing portfolio management and financial advice.
Warren began his career as an associate at a boutique investment advisory firm in Cupertino. In 2009 he joined Atherton Lane Advisors in Menlo Park where he became a portfolio manager advising high net worth families. Warren joined the Vista team in 2017.
Warren graduated Cum Laude from Santa Clara University in 2006. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of San Francisco. Warren works with clients throughout Northern and Southern California, and is located in our Palo Alto office.
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