ORANGE CAPITAL MANAGEMENT - Key Persons
Amanda joined the Orange Capital Management team in 2021. As the person in charge of Front Desk Operations, she greets everyone with a smile and a warm voice. When you arrive, she will have cookies waiting for you.
Job Titles:
- Head
- Senior Vice President
After helping to open Orange Capital Management's doors in 1990, Arthur Hsieh opened OCM's Pasadena office in 1997, which he still runs today. Financial planning is the only career Arthur has known, and he hopes to keep it that way. Arthur is a Certified Financial PlannerTM Practitioner and holds multiple licenses in the securities and insurance industries.
To Arthur, money is really congealed life. How we use it and what we do with it reflects who we are. Arthur particularly enjoys the relational side of planning - getting familiar not only with clients' assets, but more importantly, the people behind the assets. Thus, he spends a good deal of time getting to know who his clients really are from the inside out.
Arthur views his practice as an extension of his life and ministry. Arthur, and his wife, Sandra, have been in lay high school youth ministry for over 35 years at Mandarin Baptist Church of Los Angeles in Alhambra, CA. A popular speaker at various high school and university campuses, Arthur speaks at retreats and conferences, as well, and works closely with various non-profits, including Show Hope, a movement to care for orphans.
Arthur has been the head coach of the boys and girls tennis teams at Maranatha High School since 2012, guiding both teams to league championships each season he has coached, culminating in a CIF-SS Div. 5 Girls Tennis Championship in 2014 and 2018, and CIF-SS Div. 4 Boys Tennis Runners-Up in 2017 and 2019. He is a 4-time recipient of the Pasadena Star News All-Area Coach of the Year award and was named the CIF-SS 2019 Boys Tennis Coach of the Year.
Aligning himself with the values and philosophy of his late friend, John Wooden, Arthur views his greatest coaching success, however, as the opportunity to help guide and point his players to what true success in life is all about.
After raising their four biological children - Nathaniel, Randall, Daniel, and Angela - to adulthood (and loving every moment of it), Arthur and Sandra are thrilled to have recently welcomed two beautiful new daughters to their family - adopting Stella from China and receiving Emily, Nathaniel's new bride.
Job Titles:
- External Partner
- Taxation and Trust Attorney
Brian C. Harpst obtained his Juris Doctorate and LL.M. degrees from Chapman University School of Law in 2004 and 2005, respectively. He received his Bachelor of Arts in Business Administration from California State University, Fullerton with a concentration in personal financial planning in 2001.
While in law school, he was an associate editor for the exclusive legal periodical Nexus: A Journal of Opinion. Upon graduation, he was one of only 5% of his class awarded the prestigious Certificate of Emphasis in Taxation. Apart from maintaining high grades and dedicating his coursework to taxation, Brian clerked at the Chapman University School of Law Low Income Taxpayer Clinic. During this clerkship he gained immeasurable practical experience dealing with Internal Revenue Service - Collection Division and personally represented clients before the United States Tax Court.
Realizing the need to further his taxation education, Brian obtained an LL.M. in Taxation Law. Brian graduated at the top of his class, excelling in personal income taxation, corporate taxation, estate and gift taxation, international taxation and ERISA subject matter.
Since beginning his practice Brian has been board certified by the State Bar of California to be a specialist in Estate Planning, Trust and Probate Law as well as Taxation Law making him one of the few attorneys in California to hold such qualifications.
Today, Brian devotes most of his time to the preparation of Wills and Trust for his clients. He deeply values the trust his clients place in him to take care of their families and takes great pride in knowing that his clients leave his office protected and better off than when they came in.
Brian is admitted before all California Courts, the United States Tax Court, Central District Court, the Federal Court of Claims, Court of Appeals for the Ninth Circuit and the United States Supreme Court.
Brian Harpst is not affiliated with Orange Capital Management or First Allied Securities.
Job Titles:
- External Partner
- CEO of Columbus Macro, LLC
Our firm is guided by Craig Columbus, one of Wall Street's most respected strategists and "big picture" thinkers. He oversees investment decision-making and sets the strategic direction of our firm. Mr. Columbus is a popular speaker, known for identifying key macro trends and distilling complex analysis in an accessible manner. He also frequently shares his insights across a variety of prominent media platforms.
Mr. Columbus has held a variety of CEO roles over the last twenty years, leading Cetera's Tower Square Investment Management, First Allied Asset Management, and the financial algorithm provider Scorelab, Inc. He became a recognizable figure on financial television during his tenure as market strategist for Primark Corp. and Thomson Financial.
Mr. Columbus previously served as both a professor and department chair at Grove City College (Grove City, Pa.) and has also been a scholar at the Center for Vision and Values, a policy think tank committed to free-market principles. He co-authored the popular financial ethics and reform book, "God and Man on Wall Street: The Conscience of Capitalism." In 2007, Mr. Columbus received the Achievement Award by Penn State's Smeal College of Business for contributions to the field of finance.
He earned his BA in economics from Loyola University, an MBA from Penn State University, a JD from Indiana University (admitted Pennsylvania bar), and an MA in Emergency Management and Homeland Security Policy from Arizona State University.
Job Titles:
- Executive
- Client Service Liaison
Before joining Orange Capital Management, Dave was the co-owner of Pinnacle Financial Advisors in Stockton, for 7 years. He began his financial services career with A.G. Edwards & Sons in 1999. Mr. Spencer holds a series 7 and 63 securities licenses and a California insurance license, #0C87106, for life insurance; annuity products; disability and long term care. He earned his Certified Wealth Strategist® certification in August of 2011.
He says with pride that worked in the advertising services field as a sales representative for 4 media companies in Salt Lake City and Stockton for 18 years years before deciding to pursue a career in financial services. That change was born out of the desire to help not only himself but others like him who didn't know where to turn to get answers to their financial questions.
Job Titles:
- Vice President
- Wealth Manager With First Allied Advisory Services
Derek is an Wealth Manager with First Allied Advisory Services and has over 25 years of experience in the financial service industry. He had been a Branch Manager for First Allied Securities for over 20 years and during that time has supervised many representatives before joining Orange Capital Management in 2014. Mr. McLean was also a co-founder of Freedom Financial in 1989 and has been a Top Producer for First Allied Securities for several years. Derek McLean possesses the following licenses to assist his clients; Series 6, 7, 26, 63, 65, and CA Insurance License #0795077.
Derek's mission as a Wealth Manager is to help his clients make wise decisions to work toward their financial goals that are consistent with their lifestyle and needs. With each client he provides "uncompromising integrity, trust and responsibility while making it a rewarding experience for everyone involved."
Derek currently resides in Chino with his wife Terri and daughter Erin. He is active member of his community where he is a supporter of the I-Poly High School Foundation and frequently volunteers at his local church. In his free time he enjoys traveling, gardening, and is an avid sports fan.
With nearly 20 years of experience in the wealth management industry, Frank is dedicated to providing comprehensive, objective financial advice to his clients. He works with affluent families, small business owners and successful professionals, with a particular interest in families with special needs children. Holding both the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and an MBA, Frank brings a unique blend of strong business acumen and technical financial planning skill in helping his clients achieve their long-term goals. Frank seeks to help his clients build real wealth that is not focused solely on dollars and cents. By providing the experience needed to efficiently manage a client's overall financial picture, Frank is able to free up his client's time to pursue the truly meaningful things in life. Whether that means spending more quality time with their spouse or children, focusing on personal or career growth or even engaging in their favorite hobbies, a client's true wealth comes from being able to spend their valuable time doing the things they were meant to do, not worrying about their financial future. Frank is committed to being a trusted advisor that helps his clients and their families experience true wealth.
Job Titles:
- Senior Vice President
- Registered Representative of First Allied Securities
- Senior Vice President and ATS Advisor Network Coach
Frisco J. Escudero, Senior Vice President of Orange Capital Management, has been assisting investors for over 20 years. He began his career in the banking industry and served as a Senior Executive Branch Manager for Transamerica Corporation. After seven years, he joined Orange Capital Management and has helped guide the firm to prominence as one of Orange County's premier financial planning corporations by providing complete financial planning. Orange Capital Management now has over $500 million under management collectively.
Frisco is a Registered Representative of First Allied Securities as well as a Certified Wealth Strategist (CWS). By obtaining the credential of a CWS, Frisco learned client-interaction skills, business management and technical know-how to provide him with a solid foundation to run a wealth management practice. He has also fulfilled all the requirements of education, experience and integrity needed to become a Registered Financial Consultant (RFC) and is a member of the Financial Planning Association (FPA). Frisco has served as a member of the First Allied Securities, Inc. Representative Advisory Committee. In addition, Frisco also coaches other fellow financial advisors around the country on how to effectively communicate and implement the Advanced Time Segmentation® strategy.
Frisco has lectured on a wide variety of financial topics and has served as a featured speaker for numerous investment clubs and industry conferences. He has also hosted many well-attended seminars to educate investors on the various aspects of finance and retirement planning throughout Southern California. He is a financial planner working with clients in the areas of estate planning and living trusts.
In his spare time, Frisco enjoys playing golf, basketball, surfing and working out several days a week. Health and fitness are very important aspects to his life. Frisco and his beautiful wife of 18 years, Denise, are both very involved in their daughter's lives. Frisco has coached Sophia and Isabella's soccer and basketball teams. They are very involved in Girl Scouts and Denise is a co-leader for both girls. Faith is a very important and integral part of Frisco and his family's life. Frisco and his family reside in Rancho Santa Margarita, California.
Kalie joined our team in 2023. She has quickly become an asset to our company. She takes pride in her work, and we can always count on Kalie to stay on top of every detail.
In Kalie's spare time she enjoys spending time with her dog Oliver.
Job Titles:
- Executive
- Senior Vice President of Operations
Kimberly joined the Orange Capital Management team in 2000. She is instrumental in formulating company policies and managing all facets of daily office operations. Kimberly is dedicated to meeting the needs of our clients and overseeing the performance of all team members. She is a valuable asset to our company. Kimberly currently holds her Series 6 securities license.
When Kimberly is not assisting clients, she enjoys spending time and traveling with her husband and twin sons. She enjoys hiking and going to the beach.
Krista joined the Orange Capital Management team in 2023. Krista comes from an extensive insurance background. As Client Service Liaison, she brings her knowledge to the team and is quick to respond to our client's needs.
When Krista is not working, she is cheering on her sons playing sports and enjoying being a mom.
Job Titles:
- External Partner
- Head of Growth, ATS
*Brian C. Harpst, Paul Musico, Sandi Crawford, Craig Columbus and Matt Adams are not affiliated or registered with First Allied Securities. Any information provided by these individuals is in no way related to First Allied Securities or its registered representatives.
Michelle joined the Orange Capital Management team in 2023. Michelle comes from the Mortgage industry. Customer service is her top priority and building relationships with clients is important to her.
In her free time, she loves spending time outdoors with her two daughters.
Job Titles:
- Executive
- Senior Client Service Manager
Nina has been part of the Orange Capital Management team since 2007 and currently holds her Series 7 and Series 66 Securities licenses. Nina places a precedence in paying close attention to details while creating a personal, individualized client experience. In her free time, she enjoys spending time at the beach, traveling, and relaxing with her two dogs Bella and Daisy.
Job Titles:
- External Partner
- Registered Tax Preparer
For tax preparation in Orange CA, you can count on Paul J. Musico at PJM Management Inc. Paul J. Musico assists taxpayers and small businesses with taxes in Orange CA and the surrounding communities. Whether you are an individual or a local business in or around Orange CA, Paul J. Musico has years of valuable experience as an IRS registered tax preparer.
Paul Musico is not affiliated with Orange Capital Management or First Allied Securities.
Job Titles:
- External Partner
- Medicare Specialist
Job Titles:
- Client Service Manager
- Executive
Sarah has been a part of the Orange Capital Management team since 2012. Sarah's kindness and professionalism reflects in the individual care that she provides each client. She takes pride in her duties here at Orange Capital Management.
If you cannot find Sarah in the office she may be traveling with her husband and son in their family trailer making memories.
Job Titles:
- Chief Compliance Officer and ATS Advisor Network Coach
- Registered Principal
Stuart Q. Hoshide has been a Registered Principal for almost three decades. After completing his degree at the University of California at Los Angeles, Stuart began his financial career with Prudential Securities. In 1990, Stuart co-founded Orange Capital Management, Inc., to better serve his clients by using a strategy driven approach to wealth management.
Stuart lives in Rancho Santa Margarita with his wife, Mary, and two children Drew and Penelope. In his spare time he coaches a youth hockey team and enjoys playing golf.
Job Titles:
- Executive
- ATS Advisor Network Manager
Tyler joined Orange Capital Management in 2020. Tyler currently holds his Series 7 industry registration. Tyler graduated from San Diego University in 2013 with a degree in Financial Services.
Tyler is the ATS Advisor Network Administrator and assists with coaching over 200 advisors from around the country on how to deliver and communicate Advanced Time Segmentation® strategy to their clients. With Tyler's strong background in communication and marketing he is an added value to our team.
In Tyler's spare time he enjoys surfing and creating music as this is a long-time passion of his.