About Me

Steven L. Sakata

    • President
    My family has been in the investment management for a long time…

    So it started with my father at what was EF Hutton at that time, in 1969. 

    I started working with him in the summer of 1997, joining full-time in 2002 at a firm that would eventually become Morgan Stanley. 

    Over the course of many years, I’ve come to think of it as a game of Monopoly that my dad and I never actually stopped playing together… We just moved on to real money and a bigger game board. And invited a couple of friends. 

    All these years… Still playing the game. Only now I play with my daughters… and we buy shares in publicly-traded companies together. I invite you to join us.

    Location