Team

Daniel R. Catone

Founder & Chief Executive Officer (CEO)

CA Insurance License #0D65334

Daniel is a Southern California native, originally from Fullerton in Orange County. A graduate of Whittier College with a History and Political Science degree, Daniel began his career in Geneva, Switzerland working for the United Nations High Commissioner for Refugees. Starting in September 2001, he worked as a wealth manager for Edward Jones Investments and, […]

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John Nahas

Founder & President

CA Insurance License #0D43833

John is a Southern California native, born in San Diego and raised in South Orange County. After graduating from the University of Southern California, Marshall School of Business, John began his career in financial services as an Internal Wholesaler for Metlife Investors in 2001. He was soon promoted to External Wholesaler and has worked with […]

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Patrick M. Catone

Founder and Chief Compliance Officer (CCO)

CA Insurance License #0H03261

Patrick finds himself wearing many hats as both the Golden State Chief Compliance Officer and as a talented transitions professional. Levelheaded with a naturally calm demeanor, Patrick is happy to act as an open ear and sounding board for any anxious advisor. Patrick’s specialty is in providing advisors joining Golden State with personalized transition support. […]

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Kyle Fairall

Chief Investment Officer (CIO)

CA Insurance License #0H03261

Kyle serves as the company’s Chief Investment Officer and oversees the asset management operations. He began his career in 2005 working for Investors Bank & Trust and State Street where he focused on institutional investing. Kyle later partnered with Redwood Investments where he continues to practice wealth management. Shortly thereafter, he assumed the additional role […]

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Matthew Catone

Executive Vice President, Business Strategy

Joining Team Golden State Summer of 2020, Matt brought with him 15+ years experience in the advertising and marketing industry. While studying at Cal State Fullerton for his degree in Criminal Justice, he also worked in the Automotive Publishing Business. After graduating in 2005, Matt was offered a position as Marketing & Events Manager and […]

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Susan Broxon

Administrative Assistant

Susan Broxon serves of Administrative Assistant for Golden State. She joined the firm in 2013 and has assumed increased responsibilities over the years. Her duties include home office management, accounting and advisor support as well as assisting in transitions. Prior to Golden State, Susan served as a recruiter and placed individuals for employment. She also […]

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Clint Nylander

Systems Manager

Clint joined Golden State in 2015 during an integral time of the company’s growth. He has supported the firm in many capacities and was promoted to Systems Manager in 2020. He focuses on supervision of internal computer related-activities, information security and continually ensures hardware and software meet industry and regulatory standards. Additionally, he oversees client […]

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Jill Schindler

Transition and Administrative Director

Jill joined Golden State in 2016 to assist with advisor transitions and on-boarding. During her tenure, she took on additional compliance responsibilities. Jill now serves as the Transition and Administrative Director and oversees all transitions. While moving multi-million-dollar books of business during the onboarding process, Jill coordinates the necessary activity between advisors, clients and custodian […]

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Jennifer Nahas

Chief Marketing Officer (CMO)

Jennifer serves as Golden State’s Chief Marketing Officer and is responsible for all marketing efforts for the company. Born and raised in Los Angeles county, Jennifer has spent over 20 years in financial services between Orange County , CA and New York City. Before joining Golden State in 2019, Jennifer was Vice President of Marketing […]

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Advisory services may be offered through Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State. " All firms are registered investment advisers with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training.