Meet Our Team of Investment Professionals
Oscar Harrison
CA Insurance Lic. #0L81723
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #0L81723
Senior Vice President, Wealth Management Group, LPL Program Manager
(510) 943-1977
oscar.harrison@fremontbank.com
Oscar Harrison is the SVP of Wealth Management and LPL Program Manager. 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...
Scott Belshaw
CA Insurance Lic. #4243152
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #4243152
Senior 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...
Kimbrely Gruidl
Director, Investment Services Operations
(925) 409-1297 (voice only)
(510) 943-1977
kimberly.gruidl@fremontbank.com
Matthew Weaver
CA Insurance Lic. #0K72872
LPL Financial Insurance Lic. #0518721
CFA®
CA Insurance Lic. #0K72872
Vice President, LPL Financial Advisor
(510) 943-1977
matthew.weaver@fremontbank.com
Matt serves as a financial advocate. He takes the time to understand what his clients want out of life – for individuals and for their family. For individuals and entities alike, Matt employs a comprehensive planning approach combined...
Ken Lee
CA Insurance Lic. #0E98651
LPL Financial Insurance Lic. #0518721
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 Insurance Lic. #0518721
CA Insurance Lic. #0777985
LPL Financial Advisor
(510) 943-1977
Allan has over 20 years of financial experience here in the Bay Area. He works one-to-one with his clients to understand their financial goals, their needs and their level of risk. Through a long-term relationship, based on personalized...
Demetrios Zarefakis
CA Insurance Lic. #0H21648
LPL Financial Insurance Lic. #0518721
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....
Brendan Stone
CA Insurance Lic. #4035191
LPL Financial Insurance Lic. #0518721
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...
Patrick Phillips
LPL Financial Advisor
(510) 670-2486
patrick.phillips@fremontbank.com
Patrick provides his clients with ongoing guidance and insights, customized financial strategies, and planning resources. Further, Patrick has the added benefit of 15 years of industry experience, bringing his clients confidence in...
Brian Ingebretsen
CA Insurance Lic. #4140682
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #4140682
LPL Financial Advisor
(510) 943-1977
brian.ingebretsen@fremontbank.com
Brian is a dedicated Financial Advisor with experience helping individuals, families, and businesses pursue their financial goals. Known for a client-first approach, Brian specializes in creating customized financial strategies that...
Kylee Harrison
CA Insurance Lic. #4548932
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #4548932
LPL Financial Advisor
(510) 943-1977
kylee.harrison@fremontbank.com
Kylee joins FB Investment Services from Houston, Texas, where she earned a Bachelor's of Science degree in Agricultural Economics with a concentration in Finance and Real Estate from Texas A&M University. A proud Aggie, she was...
Abhijit Talathi
CA Insurance Lic. #4540084
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #4540084
Investment Strategist for Matthew Weaver, LPL Financial Advisor
(510) 943-1977
abhijit.talathi@fremontbank.com
Abhijit joined the Fremont Bank family in May 2024. Prior to this, he managed commercial and residential real estate, a dental office and various asset portfolios. Before moving to professional investment management, he was a technical...
Matthew Healy, JD
CA Insurance Lic. #0B77727
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #0B77727
Wealth Planner
(510) 943-1977
Matt comes to FB Investment Services with over thirty-five years of experience as an attorney and insurance planning specialist helping successful clients make informed decisions in complex estate, business, and personal risk management...
Ravi Goundar
Investment Representative
(925) 216-4368 (voice only)
(510) 943-1977
Ravi Goundar is a seasoned investment and wealth management professional with more than 20 years of experience helping individuals and businesses make thoughtful, long‑term financial decisions.Throughout his career, Ravi has built a...
Evelyn May-Yee Huey
CA Insurance Lic. #0D76485
LPL Financial Insurance Lic. #0518721
CRPC®, FPQP™, WMS®
CA Insurance Lic. #0D76485
LPL Wealth Management Sales Assistant for Oscar Harrison, LPL Financial Advisor
(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...
Hana Cuartelon
CA Insurance Lic. #4529584
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #4529584
LPL Registered Administrative Assistant for Matthew Weaver, LPL Financial Advisor
(510) 943-1977
hana.cuartelon@fremontbank.com
Hana brings over 20 years of expertise in retail banking to her role as a Weaver Team Sales Assistant on the at FB Financial Services. She is dedicated to delivering exceptional client service and fostering outstanding client...
Christina Javier
CA Insurance Lic. #4535021
LPL Financial Insurance Lic. #0518721
CA Insurance Lic. #4535021
Administrative Assistant for Ken Lee, LPL Financial Advisor
(510) 512-7932
christina.javier@fremontbank.com
Christina is an accomplished administrative assistant with a strong background in operational management. Raised in Hawaii, Christina’s career in the financial industry began in 2019 when she entered the world of retail banking. Over...
Nicole Abeleda
Administrative Assistant for Ken Lee, LPL Financial Advisor
(510) 943-1977
nicole.abeleda@fremontbank.com
Nicole joined FB investment Services in September 2024, bringing her passion for excellence and commitment to teamwork. With over 15 years of experience in the healthcare sector, Nicole Transitioned to investment services after...
Gerralyn Romero
Administrative Assistant for Allan Alcayde, LPL Financial Advisor
(510) 943-1977
gerralyn.romero@fremontbank.com
Gerralyn Romero is an Administrative Assistant at Fremont Bank and is part of the Ken Lee Wealth Management Team. Gerralyn has a Master of Business Administration from Dominican University of California and a passion for delivering...