Investment Team

An investment plan is only as good as the research and people behind it. TJP’s senior investment professionals constitute a highly-skilled team of CPAs, Personal Financial Planners, tax specialists, economists. and attorneys.

Our Policy Committee meets regularly to review market conditions affecting Israel-related investments and to adjust our overall allocation recommendations; corresponding changes are made to client portfolios as appropriate.

Selwyn Gerber
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Jonathan Gerber
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Stephen Seo
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Mary Ann Moe
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Loren Gesas
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Simon Liu
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Jesse Picunko
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Michael Chen
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Onboarding Specialists:

(Although not licensed advisors, this team of professionals will help you with the account opening process)

  • Shelly Moore
  • Mary Ann
  • Jeff Joffe
  • Sam Joffe
  • Mike Kessler
  • Yehoshua Wyne
  • Yechiel Douek