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William, Managing Director in charge of business development and human capital, serves on the firm's executive steering committee. William's expertise in sales and organizational management has helped the firm exceed ambitious growth targets year after year. William is devoted to building infrastructure, eradicating inefficiencies, and developing new products and services that keep Cardiff a dynamic force within its markets. One of William's many initiatives has been to increase Cardiff's footprint across the US, penetrating new markets while building stronger relationships with current partners.

Before joining Cardiff, William worked for TD Waterhouse as a Learning and Development Counselor for their burgeoning discount brokerage division. Following TDW, William held a key business development post in the Commercial Equipment Finance Division of a California-based leasing company helping to expand market share and annual sales through direct marketing to middle market companies seeking equipment financing and leasing.

To learn more about capital markets, both foreign and domestic, William moved to the San Francisco Bay Area to pursue a career with Fisher Investments (FI) as an Investment Counselor in their Private Client Group.

William received two degrees of Bachelor of Arts in Castillian Spanish Literature and Political Science from Revelle College at the University of California, San Diego.

Dean joined Cardiff in 2007 as Managing Director in charge of the firm's marketing, capital markets, and risk management activities. Dean serves on the firm's executive steering committee and contributes to its strategic marketing initiatives.

Prior to joining Cardiff, Mr. Lyulkin was a shareholder and Group Vice President in charge of Trading and Portfolio Accounting at Fisher Investments, a privately-held $40 billion asset management firm serving high net worth individuals and institutional investors near San Francisco. In his most recent role, Dean oversaw four managers and 30 employees responsible for executing, settling, reconciling and reporting all trading activity for the firm's 20,000+ separate accounts. Dean contributed to the firm's near 30% annualized asset growth trajectory since 2000 in a wide array of assignments including capital markets research, trading technology development, direct marketing, financial planning, and client services. Dean's individual contributions included developing a proprietary portfolio manufacturing system, performing original capital markets research, and writing quarterly retail and institutional client reports on behalf of the Investment Policy Committee responsible for managing all of the firm's investment products. Dean also led an effort to create the firm's portfolio analytics and financial planning department.

Dean received a BA in Economics from Revelle College at the University of California, San Diego.

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