Our multi-talented group of specialists came together to create a better advisory firm. This diverse group is aligned with one mission - to understand your goals and help you find a way to reach them.

Executive Team

Jon Rugg, CFA

President

Jon oversees the investment selection, research, and asset allocation decisions. He is a voting member of the Investment Committee. Jon received a B.S. in Economics from The Wharton School at the University of Pennsylvania with concentrations in Finance, Real Estate and Marketing. He is a CFA Charterholder.

Cyrus Amini, Esq., CFA

Chief Investment Officer, Chief Compliance Officer

Cyrus co-manages the investment selection, research, and asset allocation decisions. He is a voting member of the Investment Committee. Cyrus received a B.A. in Economics from the University of Pennsylvania, a J.D. from Boston College Law School, is a Member of NY State Bar Association, and is a CFA Charterholder.

Shawn Hsieh, MBA, CFA, CFP®

Principal

Shawn leads the firm’s advanced financial planning and family office team. He is also a voting member of the Investment Committee where he participates in investment selection, research, and asset allocation decisions. Shawn received his M.B.A. from the University of California, Los Angeles, and is both a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Lisa Sternberg, MBA

Chief Operating Officer

Lisa joined Charlesworth & Rugg, Inc. in 1983. With over thirty years experience in the investment management field, she is responsible for portfolio trading, operations management, client reporting and implementing compliance procedures. She received a B.A. degree from UCLA and an M.B.A. from CSUN.

Our Founder

Don Rugg, Ph.D.

Founder & Consultant

Dr. Rugg founded Charlesworth & Rugg, Inc. in 1976. He received his Ph.D. in Economics from UCLA and has served on the faculty of UCLA, Santa Clara, and Pepperdine Universities. Before founding Charlesworth & Rugg, Inc., he was an economist for Rand Corporation. Dr. Rugg is a non-voting member of the Investment Committee and primarily focuses upon the firm’s research and portfolio management activities.

Leadership Team

Jamie Rugg, CFP®

Vice President, Wealth Management

Jamie oversees firm financial planning, and participates in investment analysis and research. Prior to joining the firm, Jamie led operations and strategy at a startup, and held numerous management positions in operations, training and development. She received her B.S. from the Marshall School of Business at USC. Jamie is CERTIFIED FINANCIAL PLANNER professional.

Dave Fitzgerald, CIMA®

Director, Private Wealth Advisor

David is responsible for firm marketing, recruiting and communication. Before joining Charlesworth and Rugg, David was with JPMorgan's Asset Management division where he focused on building the client base for their ETF business. Prior to JPMorgan he was a Senior Associate with New York Life's MainStay Investments. He received his B.S. in Economics from Ohio University.

Thomas Murphy

Director, Private Wealth Advisor

Tom oversees C&R’s east coast Corporate Services division. Before joining the firm, Tom worked as a private banking advisor for Merrill Lynch. Tom held multiple financial advisory roles at Merrill before joining the firm’s Private Banking division in 2012. He received his B.S. in Finance and Economics from Caldwell University.

Aaron Morris, AIF

Vice President, Corporate Services

Aaron oversees C&R’s west coast Corporate Services division and is responsible for assisting business owners in expanding their operations by focusing on employee retention and attrition, mitigating risk and utilizing tax saving strategies. Prior to joining the firm, Aaron managed the Corporate Services Department at American Financial Network and was a Senior Client Relationship Manager in Prudential Retirement Services serving high net worth clients. Aaron received a B.A. in Economics from California State University, Northridge and he is an Accredited Investment Fiduciary (AIF).  

Hugh Meyer, MBA

Director, Private Wealth

Hugh assists in leading the firm’s business development and social media platform. He participates in investment selection, research, and asset allocation decisions. Prior to joining C&R in 2019, Hugh worked for Wells Fargo Advisors for 14 years. He was a portfolio manager working for one of the most successful teams focusing on ultra-high-net-worth clients. Hugh received his M.B.A. from Loyola Marymount University.

David Hu, CFP®, CLU, MAAA

Wealth Advisor

David joined C&R Advisors in 2019. Prior to joining the team, David ran a successful practice at Northwestern Mutual for 35 years, specializing in financial planning and risk management for his clientele.

David Yoshioka, MBA

Wealth Advisor

David has been a part of the team since 2001, and his primary responsibilities are in client liaison services and business development. David has broad experience as an executive in the insurance, accounting and finance industries and was previously President of Heritage Insurance Group. He received his undergraduate degree in finance from the University of Illinois and an M.B.A. in Finance from the Wharton School of Business.

Carol Miller

Client Services

Carol joined Charlesworth & Rugg, Inc. in 1988 and is responsible for securities trading and client reporting. Carol helps design and maintain the many proprietary databases used to produce economic and financial spreadsheets and detailed analytical reports.

43

Years in business

150+

Years of combined industry experience

43

years operating as a Fiduciary

54%

of advisors under 40 years old

Our team is here if you need us

Get In Touch

20750 Ventura Blvd, Ste 420,
Los Angeles, CA 91364

Office: +1 818-340-0157
Fax: +1 818-702-8851

Email: info@crugg.com

Do you have a question? Contact us now!

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