Our Team
Kelly Trevethan
CIMA®- Managing Director
kelly.trevethan@unitedcp.com
Kelly Trevethan started his Wealth Management career in 1983 at Bear Stearns & Co. and has earned the designation Certified Investment Management Analyst® (CIMA®), and the Investment Strategist Certificate from the Investment Management Consulting Association, completed at The Wharton School of Business at The University of Pennsylvania.
In September of 2008 Kelly launched Trevethan Capital Partners, now United Capital of San Francisco, (A division of United Capital Financial Advisers, LLC), a National Private Wealth Counseling Firm (www.unitedcapitalsf.com).
From 1995 to 2008, Mr. Trevethan managed The Trevethan Group at Oppenheimer & Co. , where he was a Managing Director of Investments with the firm and was a member of the Oppenheimer & Co. Inc. Chairman's Council, a prestigious recognition awarded to their top Financial Advisors.
Mr. Trevethan also co-founded The Physicians' Financial Resource Group, a team of financial advisors whose broad financial services platform focuses on sub-specialty physicians and medical groups.
He holds (Series 7 and 63), the general securities representative and uniform securities agent state law exam registrations, and is licensed by the California State Life Insurance Board.
He is a member of the Saint Mary's College Board of Regents, Investment Management Consultants' Association (www.imca.org), the Financial Planning Association (www.fpa.org ), the San Francisco Estate Planning Council (www.sfepc.org), the National Committee on Planned Giving (www.ncpg.org). Mr. Trevethan is a member of the De La Salle High School President's Advisory Board (www.dlshs.org), Advisory Council of World Arts West (www.worldartswest.org), and also on the board of Alpha Omega Winery (www.aowinery.com)
Most recently, Kelly has started a new philanthropic winery project www.speratuswinery.com , that donates 100% of it's profits, to provide scholarships for families below the national poverty level & at-risk youth to attend De La Salle High School in Concord California.
Mr. Trevethan is a graduate of Saint Mary's College in Moraga California, where he earned his Bachelor of Science degree in Economics in 1985.
Kelly and his family live in Diablo, California.
Kathleen M. Hogan
CIMA® - Sr. Wealth Adviser
kathleen.hogan@unitedcp.com
Kathleen Hogan is a founding member of United Capital of San Francisco, formerly Trevethan Capital Partners (TCP). As Senior Wealth Adviser, Kathleen takes a holistic approach in advising individuals, families, and corporate executives in all facets of personal financial planning. These include investment management, asset allocation, insurance, and estate planning. Kathleen began her career as a business consultant in the areas of human capital management, regulatory compliance and employee benefits. She transitioned her career in to the securities industry with Stone & Youngberg, LLC, a specialty bond underwriting firm in downtown San Francisco. Later, Kathleen joined the Trevethan Group of Oppenheimer, Inc. in 2004, to provide education services to retirement plan participants and to further grow the relationships with the team's high net worth clientele. Kathleen has earned the designation Certified Investment Management Analyst (CIMA), that she completed at The Haas School of Business at UC Berkeley. She is a member of the Investment Management Consultants Association (IMCA), and holds the Series 7 and 66 securities licenses.
Kathleen Hogan is a fourteen year resident of San Francisco, and a Bay Area Native. She earned a BA from UC Santa Barbara. Kathleen and her husband Darren live in San Francisco's South of Market neighborhood and in her free time she enjoys playing golf.
Laura Chernova
CFP®- Senior Wealth Adviser
laura.chernova@unitedcp.com
Laura Chernova joined United Capital of San Francisco in May 2011 as Senior Wealth Adviser, advising clients on their most significant wealth management and planning needs. Ms. Chernova brings 17 years of industry wide experience to help clients live their One Best Financial Life™.
Ms. Chernova began her wealth management career in 1994 at Wetherby Asset Management where she was a key contributor in the firm’s evolution from four employees, managing $90 million of assets under management, to over forty-five employees with nearly $2 billion of assets under management. During her time at Wetherby, Laura served on the firm’s Investment Committee and managed a portfolio of over eighty clients ranging in size from $1 million to over $30 million.
In 2007 Ms. Chernova joined StanCorp Investment Advisers and successfully managed the client base of 70 clients ranging from $500k to $5 million. Ms. Chernova is a graduate of the University of California, Davis and is a Certified Financial Planner®.
She is the community director of the Sausalito Women's Club Preservation Society, a class representative for the Stevenson Alumni Association, a member of the Financial Planning Association of San Francisco and the Financial Women's Association. Laura and her family live in Sausalito, California.
Stacey Welsh, CDFA™
Wealth Adviser
Stacey brings over 25 years of broad-based experience in the financial services industry. She joins the United Capital family after having practiced at both BNY Mellon and Sanford C. Bernstein. In her practice, Stacey takes a holistic approach to helping individuals and families construct investment portfolios to ensure that their long-term financial goals will be met.Previously, Stacey was on the founding management team of two financial services companies, in business development and strategy roles, and as a principal of a brokerage firm serving independent financial advisors. Prior to that, she spent 10 years as an investment banker with Citigroup, where she executed several billion dollars of structured real estate finance deals. Stacey holds the Series 7and 63 brokerage licenses. She is also a Certified Public Accountant and a Certified Divorce Financial Analyst. Stacey earned an MBA from the University of Chicago Booth School of Business.Stacey is a member of the Board of Directors of Summer Search San Francisco, Town School for Boys and Kids' Turn. She is also a member of the Institute of Divorce Financial Analysts. Stacey previously served on the Boards of Yerba Buena Center for the Arts, and the Hawaii Chamber of Commerce of Northern California ("HCCNC"). She is the past President of the HCCNC Foundation.
Stuart Collett
Relationship Manager
stuart.collett@unitedcp.com
Stuart started his career in financial services as an intern with United Capital of San Francisco, formerly The Trevethan Group at Oppenheimer & Co. Inc. He was promoted to the role of Relationship Manager upon its formation in late 2008. In that capacity he acts as a liaison between clients and the firm's Wealth Advisers, provides analytical and operating support for clients' portfolios, and participates in all client meetings. Stuart graduated from California State University, Chico with a Bachelor of Science degree in Business Administration with an emphasis in Finance and holds both the Series 7 and 66 securities licenses. Stuart is an Eagle Scout and enjoys many recreational activities in his spare time, including skiing, cycling, golf and backpacking. He is a Bay Area native and currently resides in Walnut Creek, CA.
Matt Suggs
Relationship Manager
Matt graduated from University of San Diego with a Bachelor's of Accountancy with emphasis in Finance. Prior to joining United Capital of San Francisco, Matt worked in the finance department of the Vail Valley Foundation along with an internship at Grubb & Ellis BRE Commercial.
As a Relationship Manager, Matt acts as a liaison between clients and the firm's Wealth Advisers, provides analytical and operating support for clients' portfolios, and participates in all client meetings. He helps in maintaining client data, processing paperwork and ensuring compliance with regulatory matters. Matt updates all social media channels and oversees our website maintenance, ensuring a seamless flow of media communication.
Matt grew up in Colorado and in his spare time, he enjoys snow skiing, golfing and traveling.
Board of Directors and Investment Team