Doug May, CFA

Doug May is WealthSource Partners’ Chief Investment Officer and lends three decades of portfolio management experience to our clients. He began his career in 1983 as an Assistant Portfolio Manager for Norwest Bank Minnesota and then became a Fixed Income Trader and...

Kelly Smith, CFP®, AAMS®

Kelly Smith serves as WealthSource Partners’ Chief Strategy Officer. He focuses on the strategic vision of the firm and internal advisor relationship development. Currently, Kelly also provides investment and financial planning advice to clients of the firm, which...

Jon Dubravac

Jon Dubravac serves as the Chief Development Officer of WealthSource Partners and focuses his time on the recruitment of quality financial advisors for WealthSource. Jon played football at UCLA and with the San Francisco 49er’s. His background in collegiate and...

Eric Patton

Eric currently serves as the Chief Operating Officer of WealthSource Partners. Eric focuses on the day-to-day operations of the firm with an emphasis on operational efficiency. Eric was a co-founder of Avant-Garde Advisors, one of two firms that merged to form...

David Ito

David is WealthSource Partner’s Chief Compliance Officer and General Counsel. Prior to WealthSource, David was the Chief Compliance Officer for Vellum Financial, one of two firms that merged to form WealthSource. David started his compliance career at the U.S....