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ABOUT US

OUR LEADERSHIP

Advisory Council

Bank of San Francisco’s 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 Forum’s 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.

Robert (Bob) Simon
Sr. Vice President - Investments, UBS Financial Services Inc

Bob Simon works for UBS Financial Services Inc as Senior Vice President of Investments. Prior to UBS Financial Services  Inc, Bob worked at Piper Jaffray and Union Bank of California. He attended California State University-Sacramento.


David Poe
Edgar, Dunn & Company, Director

Edgar, Dunn & Company (EDC) is an independent global financial services and payments consultancy. EDC delivers actionable strategies, measurable results, and a unique global perspective for clients in more than 45 countries on six continents.

Jamie Patrick
Patrick & Co.

Initially launched in San Francisco as a rubber stamp and sign company in 1893, Patrick & Co. has evolved and expanded into a printing plate and office supplies distributor. The company now has six stores in the Bay Area.


John O'Neill
JRA Law Partners, LLP

Founded in 1973, JRA Law Partners, LLP is a San Francisco law firm which provides counsels clients on business transactions, formations, mergers and acquisitions, contracts, securities, real estate, intellectual property and commercial litigation.

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.

Mark Bley
Dome Construction, CEO

Dome Construction provides reconstruction and construction services throughout the greater Bay Area. The company’s areas of expertise include interior improvements, new construction, and renovations spanning multiple industries and disciplines.

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.

Michael La Rocca
A. La Rocca Sea Food Inc.

A. La Rocca Sea Food has been a family-owned and operated wholesale distributor of top quality seafood for four generations. Since 1906, La Rocca has delivered seafood to San Francisco’s finest restaurants and hotels.

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., Owner and President

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



Susan Morse
Mosaic Financial Partners, Inc., Senior Advisor & CCO

Ms. Morse is a Senior Advisor with Mosaic Financial Partners, a boutique wealth management firm in San Francisco. She holds the Chartered Financial Analyst designation and is a Certified Financial Planner. Ms. Morse’s professional background includes senior investment and management positions with Trust Company of the West and The Prudential Insurance Company, and consulting to the World Bank. In addition, she co-founded and managed a niche energy consulting firm, which has been in business for 25 years. 


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.