Our team at Marin Wealth Advisors brings extensive professional experience to the responsibility of meeting your investment management and financial planning needs.
Marianne began her career in business upon graduating from CSU, Chico with a Bachelor of Science in Business Administration with an emphasis in finance and a minor in economics. A Registered Investment Advisor, she has worked a collective eleven years at Charles Schwab & Co, Inc., with her experience in the areas of Risk Analysis, Margin Operations, and as a Client Relationship Specialist. Marianne has also had extensive finance experience working in the healthcare industry. In her free time, Marianne likes to travel, garden, cook and watch her kids play sports. She lives in Petaluma with her husband, Patrick, three children and two dogs.
Senior Wealth Advisor, CFP
A Certified Public Accountant (CPA, inactive) Wayne worked for Morgan Stanley for 13 years, serving as an investment advisor and associate vice president. Earlier in his career he was an auditor for Ernst and Young in Los Angeles and the controller for a commercial construction company based in San Rafael. He earned his B.S. in economics with a concentration in accounting at Cal Poly, SLO. In Wayne’s free time he volunteers with Redwood High School’s cycling team. He is also an avid runner, with a coveted Dipsea “Black Shirt.” Wayne is a 3rd generation Marin resident. He is married to Nancy, a veterinarian specializing in performance horses. Nancy volunteers for the annual Golden Gate Raptor Observatory “Hawk Watch.” They live in San Rafael with their two cats and a dog.
Senior Wealth Advisor
Edward J. Burke entered the securities business in 1956. He has helped manage the assets of high-net-worth clients throughout his career while holding several senior management positions.
A former Director and President of Meyerson & Co., a member firm of the New York Stock Exchange, Mr. Burke also worked as Managing Director of Meyerson’s Corporate Finance and Merger & Acquisition departments. Mr. Burke sold Meyerson & Co. to F.I. DuPont in 1970. He then became a Managing Director and a member of the Board of Directors of Shuman, Agnew & Co. After Morgan Stanley & Co. acquired Shuman, Agnew, Mr. Burke became First Vice President and Resident Manager of Blyth, Eastman, Dillon’s San Francisco office, later acquired by PaineWebber.
As a Corporate Vice President for 17 years at PaineWebber, Mr. Burke was one of a select committee of 16 who were members of the Senior Executive Advisory Committee to the Office of the President of PaineWebber Incorporated. Mr. Burke became a registered investment advisor with the Securities and Exchange Commission October 24, 1974 and earned the designation Certified Financial Planner in 1978 and became a member of the adjunct faculty of the College for Financial Planning. Mr. Burke resigned from PaineWebber to become a Managing Director of Pine Capital, Investment Counsel and a Senior Vice President of Hoefer & Arnett.
Mr. Burke graduated from the University of Iowa with a BA in economics in 1956 and studied law at the University of Iowa and the University of San Francisco.
Michael J. Castro
CFP® Senior Wealth Advisor
Michael is a seasoned investment advisor and professional with over 20 years of experience in financial services. Previously, Michael traded equities for mutual funds and hedge funds at the San Francisco based investment bank, Thomas Weisel Partners and most recently provided investment management for individuals and families at Charles Schwab and Co., Inc. Michael graduated from the University of California at Berkeley with a Bachelor of Arts in Political Economies of Industrial Societies. He attained his CFP® designation in May of 2014. Michael lives in Alameda with his son and daughter.
Jerry is a seasoned investment advisor and professional with over 25 years of experience in financial services. This experience with a number of large institutions such as Wells Fargo, Union Bank and others. He has advised individuals, families, small businesses, and Fortune 500 companies regarding their investments. Jerry graduated from the University of Nebraska-Lincoln with a Bachelors of Science in Business Administration and from Santa Clara University with a Masters of Business Administration. Jerry and his wife Anita live in Oakland with their daughter Alex.
Principal and Founder
For more than 30 years, Robert Hunter has successfully managed investment accounts for individuals, families, businesses, and nonprofit organizations in Marin County, the San Francisco Bay Area, and across the country. He graduated cum laude from Dominican University with a B.S. in business administration. Also active in the community, he co-founded Bridge the Gap College Prep in Marin City and has been a volunteer with the Canal Community Alliance in San Rafael and First Tee in Oakland. Bob and his wife, Virginia, live in San Anselmo.
Digital Communications Coordinator
Karina started her career after graduating from CSU Sacramento with a degree in Business Administration. She has since worked in sales and recruited into the construction industry, IT, healthcare and financial services. Karina’s well-rounded background has given her great insight into all markets, demographics and emerging trends. During her free time, Karina loves to travel, snowboard, garden and spend time with family. Karina and her Husband live in Novato with their two kids.
Senior Wealth Advisor, MBA
Carol McCollister provides personalized structure and management of client investment accounts. She also advises on the myriad of financial decisions clients face in their daily lives, being dedicated to assisting clients define and reach their financial goals.
Carol was a partner with Richard Nair in the investment advisory firm Executive Investment Advisors, providing investment management for individuals and multi-generational families for 15 years. The firm and its clients merged into Marin Wealth Advisors in early 2017.
Carol received an MBA in Finance from the University of California at Berkeley, a B.A. in Psychology from the University of Michigan at Ann Arbor, and a Certificate of Financial Planning from Boston University.
During her long career in the finance industry, Carol served on the Boards of several professional finance company associations. She also created and was editor of Womenews, the original monthly publication of the San Francisco Commission on the Status of Women.
Longtime San Francisco Bay Area residents, Carol and husband John Wyek, Sr. reside in San Rafael. Together they have enjoyed extensive business and personal international travel; current favorites are the South of France and Hawaii.
Richard S. Nair
Sr., CFA, Senior Wealth Advisor
Richard developed his portfolio management practice firm over twenty-five years ago. The firm, Executive Investment Advisors, focused and specialized in the arena of individual client service.
He is a graduate of Bates College and Yale Law School, was admitted to the Bar in two states, and also attended the Stern Graduate School of Business. Richard has been a Director of more than a dozen public companies, Trustee of Bates College, member of the Board of Rafael House homeless shelter. He is a devoted supporter of the arts, and is a Trustee of the Vermont Symphony Orchestra. Richard is a long-time supporter of Women’s issues and Animal rights issues.
Senior Wealth Advisor, CPA
Richard Pratt is an investment advisor and CPA. He works with individual and business clients in the areas of tax, accounting and financial planning. Previously, he was an investment advisor with Redwood Empire Financial Advisors, Inc. in Santa Rosa. His public accounting experience included Buchanan & Pratt LLP and Touche Ross & Co. He is a graduate of University of California, Berkeley, where he received his degree in Business Administration (Accounting). He resides in Santa Rosa with his wife, Kathie. They enjoy travel, hiking, bicycling and walking their standard poodle. Community activities have included Rotary, the Santa Rosa Symphony, the Green Music Center and the Redwood Empire Food Bank.
John has over 22 years running his own business as a Registered Investment Advisor. He has over forty years of experience in the financial industry working at Merrill Lynch, Bank of America and Dean Witter. John earned his designation as a Certified Financial Planner in 1979. A graduate of Principia College with a Bachelors in Business Administration, John also received a Masters in Finance at Golden Gate University. Prior to running his own business, he was the Director of Financial Planning and Benefits at the University of California, San Francisco.
Our Responsibilities as a Fiduciary
We at Marin Wealth Advisors believe in placing our client’s best interests first. Therefore, we commit to the following five fiduciary principles:
- We will always put our client’s best interests first.
- We will act with prudence; with the skill, care, diligence, and good judgment of a professional.
- We will not mislead you. We provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts of interest.
- We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.