Compak Asset Management
Who We Are
Who We Are
Compak Team
LIVE 360
Community Impact
Disclosures
SERVICES
Money Management
Money Management
Compak Research Advantage
Customized Portfolios
Financial Planning
Financial Planning
Risk Management & Insurance
Retirement Planning
Estate Planning
Social Security
SEMINARS
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Who We Are
Who We Are
Compak Team
LIVE 360
Community Impact
Disclosures
SERVICES
Money Management
Money Management
Compak Research Advantage
Customized Portfolios
Financial Planning
Financial Planning
Risk Management & Insurance
Retirement Planning
Estate Planning
Social Security
SEMINARS
Client Log-In
Compak Asset Management is a team of investment professionals dedicated to provide comprehensive asset management and wealth management solutions to our clients.
Compak Team
Meet our staff and learn about their lives.
Our Team
ALL
PORTFOLIO & RELATIONSHIP MANAGEMENT
FINANCIAL PLANNERS
OPERATIONS
Moeez Ansari
President &
Chief Investment Officer
PORTFOLIO & RELATIONSHIP MANAGEMENT
Feroz Ansari
Senior Principal &
Portfolio Manager
Qinyi Du, CFA®
Financial Analyst
John Baffa, CRPC®
Vice President:
Senior Relationship Manager
Javaid "J." Ansari,
Executive Vice President
Edwin Gaither
Regional Vice President:
Relationship Manager
Glenn Link
Vice President:
Relationship Manager
Imran Ansari
Vice President:
Trading & Marketing
John Deardorff,
Vice President:
Wealth Management
FINANCIAL PLANNERS
Kate Galkina,
, CRPC®, CLU®, CDFA®, EA
Vice President:
Certified Financial Planner™
Fred Jin,
, CRPC®
Vice President:
Certified Financial Planner™
Melissa Wright,
Vice President:
Certified Financial Planner™
OPERATIONS
Elmer Salvador
Vice President:
Operations & Compliance
Dana Eynon
Vice President:
Human Resources & Finance
Eva Bowen
Vice President:
Operations
Riga Kakar
Senior Operations
Executive
Bobbi Olson
Executive Producer:
MarketWrap with Moe
Feroz Ansari
Senior Principal &
Portfolio Manager
Qinyi Du, CFA®
Financial Analyst
John Baffa, CRPC®
Vice President:
Senior Relationship Manager
Javaid "J." Ansari,
Executive Vice President
Edwin Gaither
Regional Vice President:
Relationship Manager
Glenn Link
Vice President:
Relationship Manager
Imran Ansari
Vice President:
Trading & Marketing
John Deardorff,
Vice President:
Wealth Management
Kate Galkina,
, CRPC®, CLU®, CDFA®, EA
Vice President:
Certified Financial Planner™
Fred Jin,
, CRPC®
Vice President:
Certified Financial Planner™
Melissa Wright,
Vice President:
Certified Financial Planner™
Elmer Salvador
Vice President:
Operations & Compliance
Dana Eynon
Vice President:
Human Resources & Finance
Eva Bowen
Vice President:
Operations
Riga Kakar
Senior Operations
Executive
Bobbi Olson
Executive Producer:
MarketWrap with Moe
Who We Are
Live 360
Community Involvement
Who We Are
▼
Who We Are
Compak Team
LIVE 360
Community Impact
Disclosures
SERVICES
▼
Money Management
▼
Money Management
Compak Research Advantage
Customized Portfolios
Financial Planning
▼
Financial Planning
Risk Management & Insurance
Retirement Planning
Estate Planning
Social Security
SEMINARS
Client Log-In