CLOs on the Move

Team Hewins

www.teamhewins.com

 
Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.teamhewins.com
  • 203 Redwood Shores Parkway Suite 550
    Redwood City, CA USA 94065
  • Phone: 833.439.4678

Executives

Name Title Contact Details
Michelle Eldridge
 Chief Compliance Officer and General Counsel Profile
Michelle Eldridge
 Principal, CCO and General Counsel Profile

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