> Per Stirling Management Team

Our Team

We pride ourselves on the acumen of our management team and the absolute professionalism of every staff and support person.

If you're new to Per Stirling, please contact us and someone from Per Stirling will be in touch with you soon. To read each person's bio, please click on their name.

John Per O’Sullivan

Managing Director, Portfolio Manager

Robert Stirling Phipps

Director, Portfolio Management

Manny Ramirez

Financial Advisor

John Trenholm

Financial Advisor

Financial Advisor

Jewel Arrington

Financial Advisor

Tasha R. Barlow, CFP®

Financial Advisor

Financial Advisor

John Brem

Financial Advisor

Ronsey Chawla

Financial Advisor

Financial Advisor

Martha Egli, MBA

Financial Advisor

Angela Epley

Financial Advisor

Angela Epley, CFP®

Financial Advisor

Galen Gabourel

Financial Advisor

Galen T. Gabourel

Financial Advisor

James L. Lee III, CPA

Financial Advisor

Financial Advisor

Michael A. Moore

Financial Advisor

Nathan Trenholm

Financial Advisor

Nathan Trenholm

Financial Advisor

Katherine Zamora

Financial Advisor

Katherine Zamora

Financial Advisor

Operations Team

Amber J. Bell

Senior Compliance Manager

Crystal Bowers

Operations Team

Crystal Bowers

Administrative Assistant

Operations Team

Michelle Harrington

Operations Assistant

Rachel Hurley

Operations Team

Rachel Hurley, CFP®

Operations Specialist

Alan Jacobs

Operations Team

Alan Jacobs

Comptroller

Michelle Rogers

Operations Team

Michelle Rogers

Advisor Assistant

Carol Sheffield

Operations Team

Carol Sheffield

Senior Operations Manager


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