Cypress Wealth Advisors cypresswealth.com

Cypress Wealth Advisors - Key People

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Vince ColabianchiVince is Chief Financial Officer and Founding Principal of Cypress Wealth Advisors. Vince has more than 30 years of experience in income and estate tax planning, business planning and accounting compliance. He has been a California Certified Public A show more…
Sophie LeeSophie is Chief Operating Officer and Principal of Cypress Wealth Advisors. She joined Cypress in 2011 and has served in operations, portfolio management technology and client support. Sophie is a CERTIFIED FINANCIAL PLANNER™ practitioner. She curr show more…
James LonginottiJames is Chief Compliance Officer, Co-Chief Investment Officer and Principal of Cypress Wealth Advisors. James joined the firm in 2011 and has also served in investment analyst, portfolio management and client support roles. He is a Chartered Financi show more…
Judy WebsterJudy is Principal of Cypress Wealth Advisors. Judy has more than 30 years of wealth management experience serving high net worth individuals, global family offices, entrepreneurs and corporate executives. Prior to joining Cypress, Judy was a Director show more…
Barbara YoungBarbara is Chief Executive Officer, Chief Investment Officer and Founding Principal of Cypress Wealth Advisors. Barbara has extensive financial and investment experience working with individuals, families and foundations. Prior to founding Cypress We show more…
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