Private Client Group Team

Joe Martin
Director, Private Client Group
Joe has over 13 years of experience in the investment industry advising clients on a broad range of financial needs including investment planning, tax and estate planning, retirement and college planning, and insurance. As Director of the Private Client Group, he is responsible for the overall management of advisory and planning services for the firm. Prior to Golub Group, Joe began his career at Hoefer and Arnett Inc. where he worked closely with Michael Golub and Colin Higgins advising over 200 clients with assets of $180 million under management. Joe received his Bachelor of Arts in Psychology from the University of California, Los Angeles and is currently enrolled in the Boston University Online Program for Financial Planning. He lives in Redwood City with his wife, Erika, and sons, Alex and Dominic.

Sherry E. Williams, CFP®
Senior Financial Advisor
Sherry is a Senior Financial Advisor manager working directly with clients to establish and implement portfolio strategies based on individual client objectives. She joins us from Bank of New York Mellon Corporation, who in 2001 acquired Van Deventer and Hoch, where she was a partner and had worked since 1990. Sherry has a BA in Sociology with minors in Business and English, a certificate in personal financial planning from the University of California, Los Angeles and is a Certified Financial Planner. Sherry is also a member of the CFA Society of Los Angeles, the CFA Institute and the Financial Planning Association. Sherry resides in Pasadena with her husband of 15 years and their two boys. She is active with the Barnhart School in Arcadia and is on the Pasadena American Little League board and on the Planned Giving committee of Arcadia Methodist Hospital.

Cynthia Duncan
Senior Financial Advisor
Cynthia brings over 14 years of financial services experience to the Golub Group. As a Senior Financial Advisor for the Golub Group, Cynthia is responsible for managing our relationships with our financial partners in addition to managing client relationships and business development. Prior to joining the firm, Cynthia managed several Bay Area branch offices for Charles Schwab and Citibank. For over a decade, she has been building her career in financial services based upon her genuine passion for serving the financial needs of individuals and families. Cynthia received her Bachelor of Science in Accounting from Santa Clara University where she is actively involved as a part-time lecturer for the Leavey School of Business. Cynthia lives in San Jose with her husband, Matthew, and their three children.

Tracy Jao, CFP®, CPWA®
Senior Financial Advisor
Tracy is a Senior Financial Advisor at the Golup Group. She has been in the financial service industry since 1999. She specializes in providing comprehensive financial planning advice, which includes strategies for college funding, tax and estate planning, and retirement strategies. Tracy started her career by working at Merrill Lynch as a financial advisor, and then she moved on to Charles Schwab Private Client Group service as a portfolio consultant. Prior to joining the firm, Tracy worked at YCMNET Advisors where she was a senior wealth advisor. Tracy was born and raised in Taipei, Taiwan, and is fluent in Mandarin. She earned a Bachelor of Arts degree in Law from National Taiwan University. Tracy is a Certified Financial Planner® and Certified Private Wealth Advisor®. She is a member of the Financial Planning Association (FPA).

Claire Silverman
Financial Advisor
Claire serves as a Financial Advisor to clients of Golub Group. In this capacity, she is responsible for advising clients on a broad range of financial needs including investment planning, tax and estate planning, retirement and college planning, and insurance. Since joining the firm in 2004, Claire’s primary responsibility has been to work with clients and the firm’s portfolio management team to implement investment strategies designed to help clients achieve their financial goals. She meets regularly with clients to review their investments and financial needs and also works collaboratively with their other professionals (CPAs, attorneys) to help them take care of their overall financial well-being. Prior to joining the firm, she served as a Client Service Specialist at Bonham’s & Butterfields Auctioneers in San Francisco. Claire received a BA from UC Davis in Art History and Design and has earned a certificate in Personal Financial Planning from UC Santa Cruz.

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