Meet The Team
Chief Executive Officer
Mr. Santos founded Arrowroot Family Office in 2013. With over 15 years of investment experience, he heads the investment committees of Arrowroot Family Office and its affiliated investment partnerships. Mr. Santos is also the co-founder of Arrowroot Partners, a broker dealer focused on mergers and acquisitions.
Prior to founding Arrowroot Family Office, LLC, he was a Director for Salem Partners Wealth Management, a multi-family office and investment bank in Los Angeles. Mr. Santos was part of the seven-member investment committee that managed the financial affairs for a broad spectrum of domestic and international clients. Mr. Santos joined Salem Partners after working at JP Morgan Securities, where he serviced public bodies, money management firms and public and private companies. Prior to JP Morgan, he was a Senior Analyst at Bear Stearns.
He currently sits on the Board of Directors for the Los Angeles Child Development Center. Mr. Santos is a graduate of the University of California at Los Angeles (UCLA) and holds the NASD Series 7, 24, 63, 66, and 79 licenses.
Chief Operating & Compliance Officer
Ms. Apergis is the Chief Operating Officer of Arrowroot Family Office and is a member of the Investment Committee. With over 17 years of experience, she brings expertise in many key aspects of the financial services industry including investments, capital markets, operations, marketing and sales. Prior to joining Arrowroot, Ms. Apergis was an investment professional in wealth management at UBS, JPMorgan, Bear Stearns and Merrill Lynch. She also worked in business development with KLS Professional Advisors and clerked for the SEC.
Ms. Apergis received her J.D. from Loyola Law School, Los Angeles, and graduated from the University of Colorado at Boulder with a B.A. in Humanities, magna cum laude. She holds the Series 24, 27, 63, 65, and 79 licenses and is also a member of the State Bar of California.
Ben Porras joined the Arrowroot team as Managing Director with over 15 years experience. Ben has been in the field of financial services and investment management since 2002. He earned a B.A. from the University of California, at Berkeley and is a CFA® charterholder. Mr. Porras has also passed Part 1 of the Financial Risk Manager (FRM™) exam. Prior to joining Arrowroot Family Office, he served as Vice President at EP Wealth Advisors where he advised affluent individuals, businesses, and non-profit organizations in a CFO/Trusted Advisor capacity, including in the areas of investment management, taxes, estate planning, insurance, and lending.
Prior to EP Wealth Advisors, he served as Vice President Financial Consultant at Charles Schwab (NYSE: SCHW) in Century City, CA. While at Charles Schwab, Ben consulted and advised clients on assets totaling more than $500 million. He also served as a dual employee of both Charles Schwab Bank and Charles Schwab & Co. He was ranked the number one Financial Consultant in his first full year at Charles Schwab, and in 2005 was also chosen as one of three Financial Consultants to participate in the Denver Management Conference to develop Schwab’s new 2005 business model. Outside of work, he enjoys singing, playing the guitar and composing his own music. He is extremely passionate about food and wine and in 2007, he passed the Level 1 Sommelier Exam through the Court of Master Sommeliers.
Mr. Herbert is the Managing Director of Business Management at Arrowroot Family Office. He is a former principal and Chief Operating Officer (“COO”) at Thorofare Capital and was responsible for overseeing the accounting, financial reporting, investor relations, fund administration, banking, treasury management and human resource divisions. Prior to Thorofare Capital, he worked at Douglas Emmett (NYSE: DEI) as a senior accountant and at Stanislawski & Harrison, CPAs (now Clifton Larsen Allen) as a staff accountant. Mr. Herbert is a Los Angeles native, having graduated from Loyola High School, and attended the University of Southern California, where he graduated from the Leventhal School of Accounting with a Bachelor of Science, emphasizing in accounting information systems.
Mr. Carew is an Associate at Arrowroot Family Office, focusing on investment management, client relationships and operations. He is a graduate of the USC Marshall School of Business, with an emphasis in Investment Management. As a portfolio manager in the Student Investment Fund (SIF), he was 1 of 16 students chosen to invest university endowment funds in an equity portfolio and was awarded the Guilford C, Babcock Fellowship. Prior to joining Arrowroot, Devon was an investment analyst at a family office in Pasadena and an Associate at RBC Capital Markets in their Technology practice in San Francisco.
Ms. Mathe is responsible for office operations and providing support to the CEO of the firm. Prior to joining Arrowroot Family Office, Annamaria held similar positions at Pack2Pack Design and Autotelic Inc. and brings over 10 years of experience of managerial and executive support experience.
She received her B.S. in Economics from Babes - Bolyai University in Romania.