Advisory Council

Bank of San Franciscoís Advisory Council is made up of clients, investors, and business leaders who provide strategic guidance to our team. Their input helps direct our efforts to expand client service to meet the growing needs of the individuals and businesses we bank.

Arthur Louie
Louie & Wong LLP, Owner

Louie & Wong LLP is a certified public accounting firm located in San Francisco. They provide services to high net worth individuals and closely held businesses in product-based industries such as technology, manufacturing, distribution, import/export, real estate development, and construction.

Bill Shepard
COO Forum, Executive Director

COO Forum brings together the world-wide community of Chief Operating Officers and other Second-in-Command Executives striving for superior leadership. COO Forumís mission is to provide professional development for Second-in-Command Executives through peer-to-peer collaboration, education, forums, and networks by employing a local, regional, national, and global approach.

Graham Green
Jackson Square Financial, Principal

Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans and wealth management. Graham founded Jackson Square Financial after 17 years in the financial services field.

John O'Neill
Dudnick, Detwiler, Rivin & Stikker LLP

Dudnick, Detwiler, Rivin & Stikker LLP is a San Francisco based law firm offering expertise in business, real estate, tax, estate planning and trust and estate administration, and commercial litigation. John specializes in the firm's business transactional and counseling practice. He offers expertise in corporate matters, partnerships, limited liability companies, joint ventures, securities, finance, commercial law and taxes.

Jon Hatakeyama
DDS, Dentist

An established Morgan Hill dentist known for his comprehensive care and personal attention to his patients, Dr. Hatakeyama is a true believer that optimal oral health is key to good overall health. Dr. Hatakeyama donates  much of his time, as he firmly believes in giving back to his community. He is active in several professional, business, and civic organizations and serves on the staff of the Society of Wine Educators.

Michael Mogin
Mogin Associates, Owner

Mogin Associates is a mergers and acquisitions firm providing complete sell-side and buy-side advisory services for the acquisition or sale of privately held middle market companies. It also provides comprehensive consulting services to maximize value and to develop optimal exit strategies. Clients include publicly and privately owned companies, private equity groups, family offices, and high net worth individuals.

Richard Lindgren
Health Professional Insurance Services, Representative

Rick has been in the financial services industry since 1986.  He and his team assist individuals and businesses in the insurance and asset protection arena with a focus on dental and medical professionals.

Joe DeLucchi
CAL Insurance & Associates, Inc., Corporate Vice President

CAL Insurance & Associates, Inc. was founded in 1927 and specializes in providing insurance for small to medium sized businesses. 

Robert Mandler
ACF Components & Fasteners Inc., Executive Vice President

ACF Components & Fasteners offers one-stop shopping for all component and fastener needs. Founded in 1976 to serve the specialty fastener and electronic hardware requirements of the O.E.M. manufacturing sector, ACF has expanded to service aerospace and high technology industries, as well.