Meet Our Team of Financial Professionals
Charles Shreve
CA Insurance Lic# 0A42026
Senior Vice President, Wealth Management Group, LPL Program Manager
(510) 943-1977
charles.shreve@fremontbank.com
Chuck Shreve serves as the Vice President of Wealth Management at FB Investment Services and the Program Manager for LPL Financial. For over 28 years, he has been providing banking and investment services for high net worth individuals...
Scott Belshaw
CA Insurance Lic# 4243152
Director of Investment Services
(510) 943-1977
Scott is the Director of FB Investment Services. He has multiple years of experience in the industry. Scott has worked as a Financial Advisor, an Associate Market Manager and Complex Risk Officer for Morgan Stanley and Merrill...
Matthew Weaver, CFA®
CA Insurance Lic# 0K72872
Vice President, LPL Financial Advisor
(510) 943-1977
matthew.weaver@fremontbank.com
“Your goals start the discussion. My strengths help deliver financial clarity and reduce the burden and stress of financial matters so you my you can do what you love in life with confidence.
Nicolette Dal Porto
LPL Registered Sales Assistant
510-943-1977
nicolette.dal.porto@fremontbank.com
Welcome to FB Investment Services, a division of Fremont Bank. Through every interaction, decision, and innovation, we strive to showcase our commitment to financial success through partnership. We are pleased to introduce you to your...
Oscar Harrison
CA Insurance Lic# 0L81723
Vice President, Wealth Management, LPL Financial Advisor
(510) 943-1977
oscar.harrison@fremontbank.com
Oscar Harrison has been helping clients manage their wealth for over 20 years. He joined Fremont Bank in 2013 after managing and leading 100’s of advisors at some of Wall Street’s largest firms.
Evelyn May-Yee Huey, CRPC®, FPQP™
CA Insurance Lic# 0D76485
LPL Registered Sales Assistant
(510) 943-1977
Evelyn joined the Fremont Bank Family in 2017 to partner with Oscar Harrison as a Registered Sales Assistant in the Financial Services Department now known as FB Investment Services. She has been in the financial services industry for...
Ken Lee
CA Insurance Lic# 0E98651
Vice President, LPL Financial Advisor
510-512-7932
Ken Lee began his career in financial services in 2005 and was employed with his first investment firm for nearly 15 years. Ken joined FB Investment Services in 2021. Ken holds the Certified Wealth Strategist® designation as well...
Allan Alcayde
CA Insurance Lic# 0777985
LPL Financial Advisor
(510) 943-1977
“Everyone’s financial picture is different, and the picture changes over time. I will assist you in bring that picture into focus.” Allan has over 20 years of financial experience here in the Bay Area. He works...
Terry Bailey
CA Insurance Lic# 0H47163
LPL Financial Advisor
(510) 943-1977
“My mission is to enable my clients to live the life they've imagined.” Terry provides a comprehensive approach to wealth management. It begins with taking time to understand what the client is seeking to achieve and then...
Natasha Escareno
CA Insurance Lic# 0E57811
LPL Financial Advisor
(510) 943-1977
natasha.escareno@fremontbank.com
For over 15 years, Natasha has helped clients navigate the complexities of capital markets by turning esoteric concepts into understandable solutions. Her career and reputation are built on delivering tailored planning solutions and...
Brendan Stone
CA Insurance Lic# 4035191
LPL Financial Advisor
510-670-2463
Brendan began his career at Merrill Lynch Wealth Management in San Francisco and joined FB Investment Services in 2022. He specializes in Financial Planning for all types of clients, from small business owners to healthcare...
Demetrios Zarefakis
CA Insurance Lic# 0H21648
LPL Financial Advisor
510-943-1977
demetrios.zarefakis@fremontbank.com
Demetrios serves as an LPL Financial Advisor at FB Financial Services, A Division of Fremont Bank. For over 11 years he has been providing comprehensive financial and estate planning to individuals and small businesses in the Bay Area....
Michael Gandy, CFA
LPL Registered Sales Assistant
(510) 943-1977
Mike has been actively involved in the financial services industry for over 25 years and has gained valuable experience during this time to understand investment risk and how this impacts clients.Mike joined FB Investment Services in...