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.
Principal, Chief Compliance Officer, Director of Client Services
Bringing over 30 years of experience to her clients, Ms. Rice was co-partner of GBR Wealth Management and Director of Private Client Services with East West Wealth Management. She has also 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. Ms. Rice is a Certified Trust and Financial Advisor (CTFA) and a Chartered Financial Consultant (ChFC).
Partner, Chief Investment Officer
Orest Saikevych has over 35 years of experience as a portfolio manager in Hawaii. Prior to joining The Rice Partnership, Mr. Saikevych managed equity portfolios, fixed income and tax-exempt portfolios for Central Pacific Bank. He also managed multi-million dollar mutual funds for Bank of Hawaii and First Hawaiian Bank.
ASHLEY WILKEN, CFP®
Senior Wealth Manager, Portfolio Manager
Ashley Wilken heads up The Rice Partnership’s office in San Luis Obispo, 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 PLANNERTM and NFLPA Registered Player Financial Advisor.
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.
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 20 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.
Office Manager, Client Service Administrator
With over 15 years of experience in finance and client services, Ms. Young is the firm’s Office Manager. 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.
RYAN LUNA, CIMA®
Ryan Luna is a Portfolio Manager at our San Luis Obispo office. He brings over 16 years of proven expertise in financial analysis, investment solutions and market strategies to our broad range of clientele. Prior to joining the firm, Mr. Luna managed multi-asset portfolios for a $10.5 billion investment advisor. He has B.A.’s in Political Science and History from the University of California, Riverside, and an M.B.A. with a concentration in Finance from the University of Southern California. He holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute™, and taught in conjunction with Yale School of Management.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”
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