Marleen Huff

Vice President, Operations

Marleen has over 40 years’ experience working in the financial services industry. She has been a CBI team member since 2009.

Marleen grew up in Castro Valley and currently resides in Bay Point. She enjoys home improvement projects and cooking.

Clark J. Geranen

Director, Business Administration
LPL Financial Advisor

Clark was welcomed to the CBI team in March, 2020. Prior to joining, Clark worked for an engineering consulting firm where he helped manage multi-billion-dollar projects for his clients. His previous consulting experience is vital in his role at CalBay and transition into the financial services industry.

Clark is a lifelong resident of the East Bay and currently lives on the island of Alameda. He is a graduate of Cal Poly, San Luis Obispo, where he received a B.S. in Engineering. In his spare time, Clark enjoys playing golf and exploring the Bay Area with his wife, Rachel.

Registrations and Certifications:

  • Securities Registrations held through LPL Financial: FINRA Series 7 & 66
  • Life/Health/Disability Licenses (CA Insurance Lic #4085618)

Lisa Brereton

Operations Associate & LPL Registered Administrative Associate

Lisa joined the CBI team in 2011 with over 32 years of experience in the financial industry. She began her extensive learning in the financial industry with EF Hutton in 1979.  Lisa has been a Registered Administrative Associate with LPL Financial for over 29 years.

Lisa enjoys horseback riding and spending time with her husband, two sons and friends.

Registrations and Certifications:

  • Securities Registrations held through LPL Financial: FINRA Series 7 & 22

Vicki Kinnee

Operations Associate

Vicki joined CalBay Investments in February 2016.   Prior to that, she worked in the Electronics industry for over thirty years as a Financial Coordinator.

She and her husband Gordon enjoy spending their weekends hiking with their friends.  They have a daughter who resides in the North Bay and a son who resides in the Pacific Northwest.

John Hannon

Operations Associate & LPL Registered Administrative Associate

John joined the CBI team in 2017 with over 16 years of experience in the financial services industry.   John lives in Concord and enjoys spending quality time with his family and friends attending local events, taking long bike rides, and enjoying outdoor activities.

Registrations and Certifications:

  • Securities Registrations held through LPL Financial: FINRA Series 7, 63 & 66
  • Life/Health/Disability Licenses (CA Insurance Lic #0G92925)