Matt Alan Sonnen

Chief Executive Officer at PFI Advisors LLC

Finance

Retail Trade

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Reese Sonnen	F	-	PFI Advisors LLC PFI Advisors LLC Investment ManagersFinance PFI Advisors LLC is an operational consulting firm that supports the unique back office, technology, and operational needs of registered investment advisors (RIAs) in growth mode. The private company is based in Hermosa Beach, CA. PFI Advisors conducts technology assessments, manages technology conversions, and provides M&A preparation and integration services to RIAs seeking growth support. PFI Advisors strives to educate the RIA industry on how to build more impactful and profitable enterprises through its popular podcast, The COO Roundtable, and newly released digital consulting platform, The COO Society. The firm also offers an ongoing retainer-based service called COO Resource, in which RIAs and their chief operating officers can leverage the knowledge and expertise of PFI. PFI Advisors believes that with the proper infrastructure and culture in place, RIAs can build enterprises that are more impactful and profitable than ever imagined. The company was founded in 2015 by Matt Alan Sonnen and Larissa Marcontell Sonnen, with Matt Alan Sonnen serving as the CEO since incorporation.	19 years
David Silver	M	58	University of California, Los Angeles	31 years
Tracey McCormack	F	-	University of California, Los Angeles	31 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Robert John Skinner	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	4 years
Ernest O'Neal	M	72	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	10 years
David Chih Hou	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	15 years
David H. Komansky	M	83	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	7 years
Monika Hanssen Mugg	F	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. University of California, Los Angeles	12 years
Alan Zafran	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	4 years
Mark Elliott Sear	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	4 years
Furmanski Chris	M	-	University of California, Los Angeles	6 years
Adrian Redlich	M	51	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	5 years
Candace E. Browning-Platt	F	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	17 years
Scott Doré	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	10 years
Kim Pfeifer Ip	F	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	-
Gregory R. Dow	M	60	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	6 years
Joshua A. Dean	M	-	University of California, Los Angeles	7 years
Andrew Kandel	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	9 years
Gage Thomas Houser	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. University of California, Los Angeles	7 years
Robert Fitzgerald	M	60	University of California, Los Angeles	7 years
Karen Malmuth Kaufmann	M	-	University of California, Los Angeles	5 years
Justin Christopher Ferri	M	47	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	10 years
Matthew Walsh	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	6 years
Wing Cheung Hwang	M	48	University of California, Los Angeles	6 years
Jeff Westsmith	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	4 years
Justin M. Sobaje	M	-	University of California, Los Angeles	5 years
Edward Fan	M	-	University of California, Los Angeles	5 years
Frank Joseph McFarland	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	4 years
Jason Eric Lefton	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	2 years
Dan Beaney	M	-	University of California, Los Angeles	5 years
George Ferris	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	7 years
Gregg A. Seibert	M	60	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	5 years
Brian Lowery	M	-	University of California, Los Angeles	5 years
John McKinley	M	66	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	5 years
Eric Scott Harrison	M	60	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	-
Winn Hong	M	54	University of California, Los Angeles	6 years
Elemer Piros	M	-	University of California, Los Angeles	8 years
Julie Richardson	F	61	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	12 years
Matt MacKenzie	M	-	University of California, Los Angeles	7 years
Brian Edward Brennan	M	-	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	7 years
Denise Warren	F	62	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	4 years
Eric Carlborg	M	60	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	3 years
Thomas Harold Patrick	M	80	Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	14 years
Sean X. Chen	M	-	Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.	4 years
Lisa Hayashi	F	-	University of California, Los Angeles	4 years
Darryl Elmouchi	M	-	University of California, Los Angeles	4 years
Yoon-Sung Choi	M	60	University of California, Los Angeles	3 years
Lisa M. Coussens	M	-	University of California, Los Angeles	3 years
Francina Mendoza	F	-	University of California, Los Angeles	4 years
Jordan Jones	M	-	University of California, Los Angeles	3 years
Dalbir Singh	M	-	University of California, Los Angeles	4 years
Stacia Eyerly-Hatfield	F	-	University of California, Los Angeles	4 years
Qiao Liu	M	54	University of California, Los Angeles	3 years
Caroline Sheu	F	50	University of California, Los Angeles	4 years
Jeffrey R. Haughton	M	48	University of California, Los Angeles	4 years
Kalpen Suresh Modi	M	47	University of California, Los Angeles	4 years
Dale Chang	M	-	University of California, Los Angeles	4 years
Vaishali Kothari	F	50	University of California, Los Angeles	4 years
Nicole Prado	F	-	University of California, Los Angeles	4 years
Geoff Waring	M	-	University of California, Los Angeles	5 years
Matthew Lipson	M	51	University of California, Los Angeles	4 years
Audrey Mari Kuwabara	F	-	University of California, Los Angeles	4 years
Judith Maria Lu	F	-	University of California, Los Angeles	4 years
Adam Symson	M	48	University of California, Los Angeles	4 years
Wan Yee Chui	M	45	University of California, Los Angeles	4 years
Samir M Patel	M	-	University of California, Los Angeles	4 years
Hiu Tung Cheng	M	47	University of California, Los Angeles	4 years
Sasha Goodman	M	-	University of California, Los Angeles	4 years
Lan Langendorf	F	-	University of California, Los Angeles	4 years
Jon Belzer	M	-	University of California, Los Angeles	2 years
Jin Guang Qiu	M	61	University of California, Los Angeles	2 years
Christof Ruehl	M	66	University of California, Los Angeles	5 years
Paul James Hechmer	M	-	University of California, Los Angeles	2 years
David Preston Klatt	M	-	University of California, Los Angeles	4 years
Jeffrey Israel Meyers	M	-	University of California, Los Angeles	1 years
Max Sasso	M	-	University of California, Los Angeles	4 years
Vladimir Masek	M	-	University of California, Los Angeles	3 years
Serena Vikki Stone	F	-	University of California, Los Angeles	4 years
Benjamin Hom	M	-	University of California, Los Angeles	4 years
Venant Chiang	M	47	University of California, Los Angeles	4 years
Lisa Tyler Snider	F	-	University of California, Los Angeles	4 years
Bryan Hursh	M	-	University of California, Los Angeles	2 years
Jeff Miller	M	-	University of California, Los Angeles	3 years
Jody Freeman	M	60	University of California, Los Angeles	10 years
Jeff Lambert	M	-	University of California, Los Angeles	4 years
Quentin Pankhurst	M	-	University of California, Los Angeles	-
Robert Loren Polak	M	-	University of California, Los Angeles	4 years
Gabriel Solomon	M	-	University of California, Los Angeles	4 years
Eugenie Gifford Baumann	F	-	University of California, Los Angeles	3 years
Charles Sawyers	M	65	University of California, Los Angeles	10 years
K. Murugan	M	49	University of California, Los Angeles	3 years
Stan Holt	M	-	University of California, Los Angeles	2 years
Chun Sheng Zhou	M	58	University of California, Los Angeles	4 years
Anthony J. Ippolito	M	-	University of California, Los Angeles	4 years
Steinþór Ólafsson	M	-	University of California, Los Angeles	1 years
Travis Kalanick	M	-	University of California, Los Angeles	4 years
Julie C. Henderson	F	-	University of California, Los Angeles	4 years
Fiona Brophy	F	-	University of California, Los Angeles	1 years
Tammy H. Boggs	F	-	University of California, Los Angeles	4 years
Faizal Kassamali	M	-	University of California, Los Angeles	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections