Broker Check

Our Team

Portrait

Doron Kochavi

Founder

Doron is the founder of Carnegie Wealth Management and has been in the financial services industry for over 35 years. He holds his PhD in International Relations from Claremont University and takes the global perspective into account for all financial decisions. Doron believes that geopolitical events have a profound effect on the global economy. Doron was a professor at UCLA for 14 years, and continues his passion for teaching through educating his clients on how these events can have a ripple effect and influence future investments.

Doron’s expertise as a wealth advisor is matched only by his involvement in charity. He served as a board member of the Camp Ronald McDonald For Good Times, and in 2005, he combined his passion for cycling with his commitment to cancer research, joining the 3,300 mile Tour of Hope ride.

Doron is a portfolio manager and he holds his Series 7, and 63  licenses. He lives in La Cañada with his wife of over 44 years and has two grown children.

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Brian Hioe

Registered Associate

Brian is a Registered Associate at Carnegie Wealth Management.  Prior to joining Carnegie Wealth Management, Brian started his career at LPL Financial Services, where he spent 11 years on the Cost Basis Team and High Net-worth Consulting Team. From there, he continued his career growth by joining Western International Securities, where he spent over 2 years primarily as an Advisory Services Associate but assisted on all facets of firm operations.

Brian attended the University of California, San Diego, where he earned a Bachelor of Science degree in Management Science/Economics.

Brian holds his Series 7 and 66 licenses. He enjoys spending time with friends, watching movies, playing sports, watching sports, and most of all spending time with his wife and twin children.

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John Villosis

Registered Associate

John is a Registered Associate with Carnegie Wealth Management. Prior to joining Carnegie Wealth Management, John began his career in 2001 working with Doron at Bear Stearns in advising clients on the management of their investment assets. In 2005 John left Bear Stearns to pursue a career in the oil refining industry where he spent 13 years in the Logistics division of British Petroleum and Tesoro. John's love of helping individuals and families reach their financial goals through strategic investments in the equity and income markets never wavered. In 2016 John joined Doron's team as an associate with Carnegie Wealth Management.

He is a graduate of Loyola High School in Los Angeles and has a Bachelor of Science degree in Biology from Loyola Marymount University.

John holds both the Series 7 and 66 licenses. He lives in Eagle Rock with his wife and two young boys. He enjoys running, hiking and spending time with his family visiting museums and Disneyland.

Portrait

Norma Cunanan

Senior Wealth Manager

Norma is the Senior Wealth Manager at Carnegie Wealth Management and has been in the financial services industry for over 20 years. Norma started her career at Morgan Stanley, where she spent 15 years as a financial advisor. She is also a member of the Philanthropic Education Organization for Women (PEO), The American Association of University Women, the California Society of CPAs, the American Institute of Certified Public Accountants (AICPA), and the St. Bede’s Venerable Choir where she shares her passion for music as First Soprano.

Norma graduated with a Masters Degree in Business Administration (MBA) from West Coast University in Los Angeles, CA and is a Certified Public Accountant (CPA).

Norma holds her Series 7, 63, 65, and 31 licenses. She has two grown children and enjoys spending time with her large extended family