Unparalleled Expertise

Irvine Family

Morton Irvine Smith

Chairman of the Board

Morton upholds a family tradition of excellence that dates back to 1864 and his great-great grandfather James Irvine.

Howard Makler

Howard has a track record of success and excellence. He was co-Founder of two US Public REITs, a real estate disposition company that returned $3 billion to clients, and a cutting-edge renewable energy company. For 15-years he has taught at Wharton School executive education.  Howard believes in giving back co-founding Kareem Abdul Jabbar’s Skyhook foundation, Shaq’s Athletes and Entertainers for Kids, and volunteering over 1,000 hours providing Pastoral Care at Hoag Hospital.

Korey Miller

Korey Miller brings more than a decade of high-level corporate sales success in Financial Services, Technology and specialized Tax Advisory work where he focused on helping Fortune 500 Executives solve operational and budgetary issues to increase their bottom line. Furthermore, as President of Irvine Family Offices, Korey helps Business Owners, encompassing multiple industries, recover Innovation Tax Rebates from overpaid taxes.

Jon Porter
Three-Bell Capital, CEO

Jon oversees $2.5 billion in assets. A recognized expert providing comprehensive wealth management services based in Silicon Valley.  He holds a BA from the University of Washington, and a JD, Magna Cum Laude, from Santa Clara Law School.

David Hou
Vice Chairman, Asia

David is an international executive with over $10 billion in career transactions.  He has expertise in the financial services sector, family office and wealth management industries, a former global director of a public financial company, and a partner in Eagle VC Fund.

Brian Jue
Vice Chairman, Global Strategy

Brian brings a wealth of experience and contacts working with CEOs, foreign dignitaries, executives, athletes and celebrities worldwide.  He has extensive background in venture capital, investment banking, and being CEO of multiple publicly traded companies

Barry Zimmerman
Managing Director, Insurance Services

Barry is in his second century in the insurance and financial industry and has earned placement in the top 1% worldwide. Barry has deep relationships with insurance carriers with a strength in both case design and getting the best underwriting. He is very active in his community, a well-respected expert and member of AALU, NAILBA and sits on NAIFA’s Board of Directors.

Ryan Chester
Product Expert

Ryan started his career in 2006 and holds a Series 7, Series 66 and CA Insurance License.  Ryan has been responsible for recommending investment and insurance solutions to over 600 financial advisors nationwide.  His deep expertise brings significant added value to our clients.

Christie Courtney
Case Manager

Christie is experienced, seasoned and exceptional. She pays close attention to detail and prides herself to always provide the best service possible.

Joyce Zhou
Client Experience Director

Joyce is a Senior Wealth Manager from Hong Kong and an invited member of the prestigious Million Dollar Round Table placing her in the top 1% of financial advisors globally.  Well educated with three degrees and two masters she brings a wealth of International experience and treats our clients like royalty.