Meet Our Team
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 Executive 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.
Chief Operating & Compliance Officer
Ben Porras, CFA
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.
Mark McCarron, CFP
Mr. McCarron joined Arrowroot Family office in 2020 after founding and operating the independent advisory firm Bond Wealth Management, a comprehensive advice and investment management company. Prior to Bond Wealth Management, Mark worked in Credit Default Swap and Corporate Bond credit trading in New York City.
A Virginia native, Mark now lives in Charlottesville with his wife, Ashley, and their Labrador retrievers. He received a degree in Systems Engineering from the University of Virginia in 2005, holds the CFP® designation from the CFP Board, and is recognized by the National Association of Personal Finance Advisors (NAPFA). His insights on financial planning have been featured in the Wall Street Journal, USA Today and WalletHub.
Ryan Herbert, CPA
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.
Rory Henry, an accomplished tax professional, joins Arrowroot Family Office as Director of Business Development. For more than 12 years, Rory has worked with CPAs, Tax Attorneys and Enrolled agents to streamline all aspects of tax preparation, planning and resolution. Rory has a bachelor’s degree from the University of California at Los Angeles, and passed the Series SIE, Series 63, and Series 65 Securities exams.
Throughout his career, Rory has worked closely with both federal and state taxing agencies to help clients solve complicated tax issues. Prior to joining Arrowroot Family Office, Rory founded Tax Tech Portal and Tax Upstart—two high-tech tax software and consulting companies. Rory’s adeptness at working with the latest software solutions has allowed him to help firms to streamline workflows, train staff, and provide a better customer experience. Additionally, Rory welcomes new opportunities to work with firms who are looking to grow their revenues through our partnership program.
Outside work, Rory is an avid sports fan, plays golf, and enjoys performing Improv at comedy theatres throughout Los Angeles.
Mr. Yu is an Analyst at Arrowroot Family Office, focusing on investment management and portfolio analysis. He is a graduate from University of California, Los Angeles, with a B.A in Economics and B.S. in Cognitive Science. Prior to joining Arrowroot, Kevin worked as a growth equity analyst at Pontifax Agtech Fund. Before Pontifax, Kevin was an investment analyst at Merrill Lynch and LPL Financial.
Mr. Quan is a staff accountant at Arrowroot Family Office, responsible for client accounting and tax services. He started his career at Thorofare Capital where he focused on corporate and fund accounting, daily banking and loan servicing.
Mr. Quan is a Los Angeles Native and graduated from the University of California, Santa Barbara with a B.A. in Economics/Accounting.
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.
The AFO team has over 50 years of combined experience, with diverse financial backgrounds
Dedicated Arrowroot Service Teams
Each client has a dedicated relationship manager.
A full service team is available
to respond to inquiries.