Bonnie Rice and her team have been trusted wealth advisors for individuals and families, foundations, and endowments for over 30 years. Serving clients throughout Hawaii and California.
BONNIE RICE
Principal, Chief Compliance Officer, Director of Client Services
Bringing over 30 years of experience to her clients, Ms. Rice has spent over 14 years servicing both institutional and private investment clients at Bishop Street Capital Management, BancWest Corporation and BNP Paribas, as Vice President and Senior Investment Officer. A graduate of Texas Tech University and the National Trust School at Northwestern University, Ms. Rice is a Certified Trust and Fiduciary Advisor (CTFA) and a Chartered Financial Consultant (ChFC)..
OREST SAIKEVYCH
Partner, Chief Investment Officer
Orest Saikevych has over 40 years of experience as a portfolio manager in Hawaii. Prior to joining The Rice Partnership, he was the Fund Manager for the Pacific Capital Value Fund, a $170 million mutual fund for Bank of Hawaii. Mr. Saikevych also managed $300 million in trust and equity funds for First Hawaiian Bank, as well as equity, fixed income and tax- exempt portfolios for Central Pacific Bank. He holds an MBA degree in finance and economics from the University of Chicago.
SARAH BREDHOFF
Partner, Senior Wealth Manager
Sarah Bredhoff is Senior Wealth Manager in charge of our Maui office. Born and raised in Kaupo, she brings over 20 years of experience in the financial services industry to her clients on the Valley Isle. Previously, Ms. Bredhoff was Vice President and Private Banking Officer at First Hawaiian Bank, handling investments, trust administration and estate planning for high net worth families and individuals. She earned a BA degree from St. Mary’s College of Maryland.
LIA YOUNG
Partner, Chief Information Security Officer, Director of Operations & Client Services
With over 20 years of experience in finance and client services, Ms. Young is the firm’s Director of Operations & Client Services. Prior to joining The Rice Partnership, she was the Senior Accountant for the Hawaii Community Foundation, responsible for the core accounting functions of the Foundation’s operating fund, payroll management and benefit administration and compliance. Ms. Young holds a Bachelor of Business Administration degree from the University of Hawaii-Manoa.
ASHLEY WILKEN, CFP®
Partner, Senior Wealth Manager, Portfolio Manager
Ashley Wilken heads up The Rice Partnership’s offices in California. Ms. Wilken is a Cal Poly graduate with a degree in Agribusiness and an MBA with a concentration in Agribusiness. Previous to The Rice Partnership, she worked as a commercial and agricultural lender in San Luis Obispo County. Ms. Wilken is a CERTIFIED FINANCIAL PLANNER TM, Certified Trust and Fiduciary Advisor (CTFA) and NFLPA Registered Player Financial Advisor.
STEVE SCHOENFELD
Portfolio Manager – Senior Strategist
Steve Schoenfeld has more than 25 years of experience in the financial services industry. Most recently, he was Senior Manager of Institutional Fixed Income at TD Ameritrade where he and his team supported and traded for investment advisors and their clients. Mr. Schoenfeld also worked at Charles Schwab for 15 years in various management roles including Director of Fixed Income Sales and Regional Bond Specialist. A Cal Poly graduate, Mr. Schoenfeld earned a degree in Business Administration.
BRIAN TOKUUKE, CFA
Portfolio Manager
Brian Tokuuke adds 12 years of asset management experience to our team. Previously, he was an Assistant Vice President and Portfolio Manager at First Hawaiian Bank, managing fixed income accounts for private and institutional clients. A Chartered Financial Analyst (CFA), Mr. Tokuuke has an MBA from the Shidler College of Business at the University of Hawaii and a BA from Occidental College in Los Angeles.
CATHY TAJIRI
Senior Wealth Manager
Cathy Tajiri is a Senior Wealth Manager in our Honolulu office. She has been assisting clients with a wide range of financial needs for over 25 years. Ms. Tajiri was a former Vice President and Relationship Manager with The Private Bank at Bank of Hawaii. She was also a Vice President and Financial Consultant with Charles Schwab for almost 18 years. Ms. Tajiri graduated with a BA from the University of Hawaii-Manoa and holds an Accredited Asset Management Specialist (AAMS) designation.
JACOB SIMONS, CFP ®
Senior Wealth Manager
Acknowledged as a leader in Hawaii’s financial sector for over a decade, Senior Wealth Manager Jacob Simons brings his strong experience in commercial and private banking to our Maui office. Mr. Simons previously served as a Vice President at both Bank of Hawaii and Central Pacific Bank. He holds a degree in Finance and Marketing from the University of Washington and is a CERTIFIED FINANCIAL PLANNER TM.
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TYLER SANCHEZ, CFP®
Financial Planner, Research Analyst
As Financial Planner and Research Analyst at our San Luis Obispo office, Mr. Sanchez prepares financial plans and assists with investment-related analysis and trading. He was formally an Assistant Vice President and Financial Solutions Advisor with Merrill Lynch-San Luis Obispo and a Client Service Associate at UBS Financial Services-Walnut Creek. Mr. Sanchez is a CERTIFIED FINANCIAL PLANNERTM, graduating with a BS in Business Administration with a concentration in Finance from California Polytechnic State University.
JOANIE RIVERA
Office Manager
With over 20 years of experience in office administration, Joanie Rivera is the firm’s Office Manager. Prior to joining The Rice Partnership, Joanie held Executive Assistant and Administrative positions at Alan Wong’s Restaurant Holdings, Adrienne Arsht Center for the Performing Arts, and Hyatt Hotels Corporation. She provided support to executives, planned meetings and events, organized reports and documents, and handled general office management.
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Copyright. The Rice Partnership. All Rights Reserved
MAUI OFFICE 444 Hana Highway, Suite 203 • Kahului, Hawaii 96732 T: 808.446.8299 | Map
CALIFORNIA OFFICE 1304 Santa Rosa Street • San Luis Obispo, CA 93401 T: 805.517.4122 | Map
CALIFORNIA OFFICE 104 Gateway Center Dr c, Paso Robles, CA 93446 T: 805.517.4122 | Map