A Dynamic Synergy Come Together
Hawaii New Alliances partner Steven Connell is founder and chief investment officer at Diamond Head Financial Advisors, a boutique money-management firm catering to wealthy clients in Hawaii and throughout the country. Before founding Diamond Head Financial Advisors, Steve retired as a partner at the Tokyo office of the Capital Group Companies, managers of the American Funds, one of the best known and best performing mutual funds in the country
Harvard College Cum Laude 1981 Concentration in Government
1981 Graduate of GE Financial Management Program (FMP)
MBA London Business School 1992-1994
Concentration Advanced Corporate Finance
Series 65 Registered Investment Adviser
Global Semiconductor Specialist Japan 1996-2007;
GE Financial Analyst London 1990-1992;
1988-1990 Hong Kong GE Headquarters
Number one ranked analyst at the Capital Group Companies,
• Managed $5 billion in global technology
• Based in Japan 11 years
• Promoted to Capital Group partner in five years
• Best global small-cap performer over 5 year period in Japan
• Achieved outsized returns for billions invested in Samsung Electronics, TSMC, KLAC, Ibiden, ASML.
• Pioneered Capital's entry into Emerging Markets technology companies like TSMC, Samsung Electronics
• Partnered with Samsung Electronics management team to restructure company in 1998
• Recommended first outside director to Samsung Electronics board
• Spearheaded Capital’s early entry into Indian IT market
• Founded Diamond Head Financial Advisors in 2011
• Broadcast weekly “Financial Minute” on ESPN radio, Hawaii, 2015-16
• Published in Financial Times, Wall St Journal Letters to Editor, Newsmax, Seeking Alpha
88 Piikoi Street, Suite 301
Honolulu, Hawaii 96814
Hawaii New Alliances partner Lori Chang is a real-estate agent with Hawaii LUX Team under EXP Realty, a digital-savy, global online brokerage powered by top agents and cutting edge technology.
Lori comes from a background in Luxury Retail Sales Management. She has over 13 years of experience in this area most recently as GM at Burberry during the era when Angela Ahrendts turned around the company. Lori is inspired by Angela's business philosophy, a people-first approach to unify the Brand Image.
Working under Burberry's continuous evolution toward elevating their Brand image led Lori to embrace change in everything she does. She explores new ways of working using digital technology, encourages
innovative thinking, and translates the client journey using a luxury filter. Lori has a combined total of 25+ years in the customer service, with a natural aptitude for establishing meaningful relationships. In addition, her skillset includes Operations, Training, Visual Merchandising, HR Processes, Business Analysis and Product Management. Lori built a high-performance team by placing emphasis on partnership, communication, and consistency.
During her downtime, Lori enjoys reading, learning about economic factors influencing the Real Estate Market, continuous self improvement, surfing, and spending time with friends and family. She is also passionate about Health and aspires to live according to Napoleon Hill's 7 Positive Behaviors.
Hawaii New Alliances partner Harrison George is a loan officer at CMG Financial, an innovative residential and commercial real-estate financing company in the country offering patented innovations tailored to your financial needs at locations throughout the US.
Harrison George, based out of Meridian, ID provides a variety of mortgage solutions tailored to fit the needs of repeat home buyers, first-time home buyers, real estate investors, or homeowners who need to refinance a mortgage. Harrison can teach you about all of the loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo Loans, home improvement loans, USDA home loans, crowdfunding through HomeFundIt, as well as grant and down payment assistance options. Get in touch today and experience extraordinary.
Mortgage solutions for repeat and first-time home buyers including Conventional, FHA, VA, USDA, HomeFundIt Crowdfunding, Jumbo, and the All In One.