“Alone we can do so little. Together we can do so much.”
– Helen Keller
Edwin K.S. Ryu
President & Chief Investment Officer
Edwin K.S. Ryu is the Founder, President, and Chief Investment Officer of Legacy Wealth Advisors. He is a former Touche Ross & Co. (now Deloitte) CPA and was promoted to the management ranks within the Private Company Advisory Services Group. He is also a Personal Financial Specialist (PFS) and has been a private investor and a wealth advisor for over twenty-five years. Edwin’s client base consists of high net worth individuals, families, and institutions. He graduated from Stanford University where he earned a bachelor’s degree in Economics.
Edwin has been named to Medical Economics magazine’s “The Top 150 Financial Advisors for Doctors” and has been featured or quoted in numerous publications, including The San Francisco Chronicle, Silicon Valley Business Journal, and Forbes. He has spoken at many events including the Institutional Investor Forums, AANA, and several medical organizations including the Santa Clara, San Mateo & Alameda County Medical Associations.
He has served on the Board of Trustees at his alma mater, the York School of Monterey, and Pitzer College (Claremont Colleges) where he served as Chairman & Vice Chairman, respectively, of their investment committees.
Edwin is an active community leader and has served on several Boards, including the YMCA, the Silicon Valley FPA and The Mountain View Buddhist Temple. He and his wife, Julie, support numerous charitable causes in the Bay Area through their Donor Advised Funds at Silicon Valley and Marin Community Foundations. He has served on the Silicon Valley Community Foundation Advisor Council.
In his free time, Edwin enjoys playing basketball and table tennis, traveling with his wife and two children, and playing the violin. He co-authored the book Chicken Little Economics: Will the Sky Keep Falling? and is in the midst of writing the next book in the Chicken Little Economics series revolving around the future of healthcare.
Julie Satake Ryu
Operations, Client Relations & Charitable Planning
Julie Satake Ryu is involved in client relations and charitable planning at Legacy. After completing a doctorate degree in healthcare at UCSF she had a career at a major hospital/healthcare system which became part of Sutter Health. She transitioned from clinical to IT consulting where her work included implementing and modifying clinical healthcare software for a biotechnology startup and large institutional healthcare systems.
At Legacy, Julie is focused on enhancing the client experience and improving systems for client support. Charitable giving in particular is an area that she is able to help clients identify and implement their own giving legacy. As a member of a multigenerational family with extensive real estate and business interests, Julie assisted her family with the creation of charitable giving programs.
Julie is actively involved in the community, currently serving as a Board member at the Mountain View Buddhist Temple and a volunteer in the City of Mountain View/Police Athletic League Net Gain Tennis program for at-risk youth. She is also a former Board Member/Executive Board Member of a local private K-8 elementary school and member of the City of Mountain View Tennis Advisory Board. In addition to supporting the many activities of her family, she also enjoys skiing, tennis, hiking, and traveling.
Senior Portfolio Administration, Financial Planning, and Client Relations
Michelle Hamilton handles client relations, financial planning and portfolio administration at Legacy. Michelle earned a Bachelor of Science degree in Managerial Economics at the University of California at Davis. She also received a Master’s in Business Administration from San Jose State University and is a CFP® certificant.
Michelle has over fifteen years of experience in managing all aspects of client relationships, particularly with respect to providing portfolio administration, trust and wealth management services. Her prior work has included eight years of experience with Wells Fargo Family Wealth and Private Bank and a Registered Investment Advisory firm.
Michelle enjoys traveling and spending time with her husband and her daughter and son.
Research Analysis and Portfolio Administration
Lawrence Pizzella focuses on investment research and portfolio administration at Legacy. Lawrence earned a Bachelor’s of Science degree in Corporate Financial Management from San Jose State University, where he graduated with honors, and a Master’s in Business Administration degree with an emphasis in Finance from Santa Clara University. He also holds a Series 65 securities license.
Lawrence has over ten years of experience working in taxation and wealth management. His prior work experience involved handling individual, estate & trust tax issues, wealth management and providing portfolio administration services for a Registered Investment firm and a CPA.
His favorite pastimes are playing golf and softball.
Office Management & Administration
Terri Jimenez’ area of responsibility includes administration and office management for the firm. She earned a Bachelor of Art degree from San Francisco State University, where she graduated with honors.
Terri has over twenty years of experience in administration and office management at both large corporations, including Target and General Electric, and some smaller firms.
Terri is married with two children, who are both attending college out of state. Her son is in Seattle pursuing a degree in physical therapy and her daughter is in Iowa studying biochemistry. She is still very involved with PTA at the Council level which oversees all the PTA’s in the school district. In her spare time, she enjoys crafting and solving puzzles, and can’t turn down a good mystery book.
Bookkeeping and Accounting
Kristine Matsumoto handles bookkeeping and accounting for Legacy. Kristine earned a Bachelor of Science degree in Economics from St. Mary’s College. She has worked for a regional public accounting firm, performing audits and tax compliance work, and has also served as a controller for a local manufacturing company.
Kristine is married with two children.