Micaela Alvarez

Senior Payroll and Benefits Specialist

Micaela has been with Family Office Financial Services since 2018. In her current position, she specializes in the payroll and benefits for numerous Broad entities, including The Broad museum, The Eli and Edythe Broad Foundation and the Family Offices. Overseeing benefits, workers’ compensation reporting and COBRA reporting and enrollments, Micaela is a key player on our People, Culture and Human Resources team. In 2023, she supported the transition of our HR and Payroll system, which serves over 160 employees.

Prior to Broad, Micaela was a Payroll Supervisor at Platinum HR Management, managing the team who processed payroll for 40 clients. She has a bachelor’s in business administration from USC. Born and raised in Los Angeles, Micaela enjoys gaming and karaoke with friends.

Naji Assaf

Director of IT

Julie Baker

Chief Executive Officer

As a 22-year veteran of Family Office Financial Services, Julie leads the financial management team that provides accounting, tax, human resources and technology services for the Broad family and The Eli and Edythe Broad Foundation. Previously, she worked at Grant, Tani, Barash & Altman, Inc., a financial services firm serving high-net-worth families, where she established and led the tax department. Prior to that, Julie was a manager in the personal financial planning department at KPMG and worked at PricewaterhouseCoopers LLP in their private client tax and business management departments.

Julie is a certified public accountant and earned a bachelor’s degree in finance with a minor in Japanese from San Diego State University, and a master’s degree in business taxation from USC. Julie loves active travel, watching sports, swimming, walking and spending time with friends and family.

Chaka Booker

Chief People Officer

Chaka leads the People, Culture and HR team, overseeing talent management, learning and development, inclusive culture, compensation and benefits, performance management, hybrid work environments and embedding DEIJ (diversity, equity, inclusion and justice) across the organization. Prior to Family Office Financial Services, he was the Managing Director for The Broad Center, a national organization focused on leadership development in public education.

Chaka earned degrees in economics and psychology from UCLA, and an MBA from Stanford University. He is a Society for Human Resource Management Senior Certified Professional (SHRM-SCP) and the author of two books: “The Empowered Candidate: The Power You Have to Land the Job You Deserve” and “Mastering The Hire: 12 Strategies to Improve Your Odds of Finding the Best Hire.” He takes pride in being an Angeleno and is a proud product of the Los Angeles Unified School District.

Evelyn Floyd

Executive Assistant

Evelyn provides executive administrative support to the president and Chief Strategy Officer of The Eli and Edythe Broad Foundation. She plays a crucial role supporting the Foundation’s leadership by handling information management, organizing meetings with key stakeholders and ensuring operations in our office run smoothly. Evelyn comes to Broad with over 20 years of experience, most recently as the Office Manager and Executive Assistant to the president of the ECMC Foundation. Evelyn previously supported the leaders of First 5 Los Angeles, True Religion Brand Jeans and MacFarlane Partners.

Born and raised in Los Angeles, Evelyn enjoys visiting the beach with her son, reading, sewing and cuddling with her fur babies.

Lindsey Gregory

Associate Director, IT

Lindsey is the Associate Director of IT for Family Office Financial Services, supporting The Eli and Edythe Broad Foundation and Broad family. She leads project management efforts for IT implementations, specializing in both infrastructure improvements and application support. Her expertise not only enhances The Broad Foundation’s operational efficiency but also ensures the security of its systems with comprehensive cybersecurity measures. Beyond her technical contributions, Lindsey actively engages in our Diversity, Equity, Inclusion and Justice initiatives, fostering a culture of inclusivity and ongoing education.

With a bachelor’s degree in network and communication management, Lindsey has focused her career on supporting philanthropic organizations through technology. Before joining Broad, she administered IT systems at Stowers Institute for Medical Research, providing support that enabled teams to amplify their philanthropic impact.

Anna Hoffman

Special Projects Manager

Anna advances the priorities of senior leadership by managing special projects for The Eli and Edythe Broad Foundation and Family Office Financial Services, including the governance processes and operations of The Broad Foundation. From overseeing our 50-year grantmaking retrospective, Long Story Short, to managing the design and buildout of our new downtown L.A. office, she expertly coordinates multidisciplinary teams to bring projects from conception to completion. Anna joined Broad in 2014 and has assumed roles of increasing responsibility since, such as supporting the opening events of The Broad museum and serving as a Program Associate. Anna earned a bachelor’s degree in economics from Occidental College. She enjoys exploring her hometown of Los Angeles, hosting dinner parties and visiting museums and galleries.

Peggy Hsieh

Vice President, Finance and Accounting

Peggy leads the Accounting, IT and Risk Management departments for The Eli and Edythe Broad Foundation and other Broad entities. Her accounting career began at Ernst & Young, LLP, before progressing to roles at Bel Air Investment Advisors and Platinum Equity. Her passion in accounting led her into the sports industry at Wasserman Media Group where she served 12 years as Senior Vice President of Accounting, leading worldwide accounting operations before transitioning into the movie distribution industry becoming the Senior Vice President of Accounting at Entertainment Studios. 

Peggy is a Certified Public Accountant and earned her bachelor’s degree in accounting from USC. She was raised in Palos Verdes and enjoys spending her free time near the South Bay beaches.

Elizabeth Luna

Human Resources Manager

Elizabeth is part of our People, Culture and HR Team and has been a critical member of the Broad organizations for 15 years. As Human Resources Manager, she is responsible for the day-to-day administration of HR functions and supports people and culture initiatives for The Eli and Edythe Broad Foundation and Family Offices. Prior to her HR roles, she was the Grants Administrator for the Broad Medical Research Program where she managed and monitored a portfolio of over 350 grants. Before joining Family Office Financial Services, she worked as an Asset Management Analyst at AIG SunAmerica.

Elizabeth earned a bachelor’s degree in Latin American studies from UCLA. In her leisure time, she enjoys traveling, photography, cardmaking and spending time with her family.

Wes Maedo

Director, Business Management

Wes provides financial services to the Broad family and their business entities. He maintains direct communication with family members and all company-related associates. His work encompasses accounting, tax, insurance and investments. Wes also manages and provides guidance to staff on individual and business-related financial matters.

The multifaceted work Wes handles has seen him scaling ranch property in Riverside County, walking the paddock at horse racetracks and crawling into a Gulfstream jet to observe repairs. Previously, he was responsible for tax work and cultivating client relationships at boutique business management firms that catered to high-net-worth entertainers, musicians and behind-the-scenes industry executives.

Colleen Mun

Senior Accountant and Grants Administration

For nearly two decades, Colleen has served as a bridge between the accounting and grants team, delivering essential bookkeeping, audit, tax and grants administration for The Eli and Edythe Broad Foundation and Family Office Financial Services. Her grants administration role includes circulation of grant terms, grant payments and reporting on five decades of the Broads’ grantmaking. In addition, she supported The Broad Center from 2005 to its transition to Yale School of Management in 2021.

Colleen earned a bachelor’s degree in media arts from the University of Arizona. In her leisure time, she enjoys spending time with her family.

Ako Pizer

Senior Accountant

Ako has been an integral part of Family Office Finance Services for over a decade. During her 12 years with Broad, she has provided exceptional support to every entity within the Family Office, including bookkeeping, audit, tax, grants and special projects. Her expertise and dedication have been instrumental in providing support during the construction of The Broad museum, and she continues to provide daily accounting support to ensure the smooth daily operations at The Broad.  

Ako holds a bachelor’s of science degree with an emphasis in marketing from the Leeds School of Business at the University of Colorado at Boulder. In her spare time, Ako enjoys spending quality time with her family, creating cherished memories.

Joane Ra

Accounting and Family Office Associate

Joane provides essential administrative support to the Family Office Financial Services accounting department and is a bookkeeper for the Broad family entities. In addition, she serves as Edythe Broad’s assistant. Joane is actively engaged with our office’s internal programming and team-building initiatives related to Diversity, Equity, Inclusion and Justice. Prior to her current role with the accounting department, Joane was Eli Broad’s executive assistant for nearly two decades. She provided high-level support and managed logistics for The Broad Foundations Board of Governors meetings.

Joane earned a bachelor’s degree from American University. She enjoys exploring new restaurants, traveling and spending time with family and friends.

Gabriel Ramirez

Office Manager

As Officer Manager, Gabriel provides a range of essential operational support for the offices of The Broad Foundation, Family Office Financial Services and Family Office Investment Services. Gabriel manages supply inventory, coordinates with property managers and vendors, oversees our contact database, supports logistics and event planning, as well as other special projects. He also leads a number of Diversity, Equity, Inclusion and Justice initiatives.

Gabriel brings a variety of relevant experiences, including previous roles as an Operations Manager, Purchasing Assistant, Administrative Assistant and Data Maintenance Clerk. Gabriel is an avid film watcher, loves to attend concerts, enjoys spending time outdoors and with close friends and family.

Alfredo Villaneuva

Associate Director, IT

Alfredo is the Associate Director of IT for Family Office Financial Services, providing vital support to The Eli and Edythe Broad Foundation and Broad family. In this role, he oversees infrastructure maintenance, help desk management and vendor relations, ensuring smooth IT operations for our office. Alfredo brings a wealth of experience from his previous role as an IT Manager for a California based accounting firm, where he supported a range of critical IT functions and initiatives. Alfredo also honed his IT skills by working as an IT consultant for biotechnology startups in the Bay Area.

Alfredo is an alumnus of California State Polytechnic University, Pomona, where he earned his bachelor’s degree in business administration with a concentration in computer information systems.