
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Jeffrey Karansky | Research Analyst | 2023 | 2024 |
Tiểu sử | Previously a Research Analyst at AndCo Consulting. BA Sociology and MBA Economics & Business Management, Rollins College. 17 years investment experience. | ||
Kevin Bernzott | Chairman | 2012 | 2024 |
Tiểu sử | "KEVIN BERNZOTT Portfolio Manager / Analyst Since 1994 McGaelic Group CEO 1990 – 1994 William Walters Company Vice President 1985 – 1990 Murdock Management Company National Operations Manager 1984 – 1985 Fidelity Mutual Life Insurance Company Vice President 1980 – 1984 Southern California Police Departments Policeman 1975 – 1979 University of West Los Angeles School of Law JD (1984) Investment Experience: 18 years " | ||
Robert L Fitzpatrick | Portfolio Manager, Managing Director | 2023 | 2024 |
Tiểu sử | Bob Fitzpatrick, CFA, has 18 years of investment experience. Mr. Fitzpatrick joined Bernzott Capital Advisors in December 2022. Prior to joining the Advisor, Mr. Fitzpatrick was a Portfolio Manager and Managing Director at Cadence Capital Management. Mr. Fitzpatrick earned a BA in Psychology and Government from Dartmouth College, and an MBA from The Wharton School. | ||
Sean Greely | Portfolio Manager / Analyst | 2020 | 2023 |
Ryan J. Ross | Portfolio Manager | 2017 | 2020 |
Tiểu sử | Mr. Ross joined McMorgan & Co. in November 2020. Previously he was with Bernzott Capital Advisors from 2014 to 2020. Prior to Bernzott, he worked at Madison Investment Advisors and American Century Investments, where he was responsible for equity research and analysis. Mr. Ross has an MBA from the Stephen M. Ross School of Business at the University of Michigan and graduated magna cum laude with a BS in Business Administration from California State University, Northridge. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Los Angeles (CFALA). | ||
Thomas Derse | Portfolio Manager | 2012 | 2020 |
Tiểu sử | Mr. Derse joined McMorgan & Company in November 2020. Previously he was with Bernzott Capital Advisors from 2004 to 2020. Prior to Bernzott, Mr. Derse was President of Channel Islands Capital Management, Inc. and a partner in an accounting firm where he managed portfolios and assisted clients with tax, estate, retirement, and business planning. Mr. Derse obtained a BS in Accounting from California State University - Fresno and an MS in Taxation from Golden Gate University. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Los Angeles (CFALA). Mr. Derse currently serves as co-editor of the bi-monthly CFALA E-newsletter. | ||
Scott T. Larson | Portfolio Manager | 2012 | 2020 |
Tiểu sử | Mr. Larson joined McMorgan & Co. in November 2020. Previously he was with Bernzott Capital Advisors from 2007 to 2020. Prior to Bernzott, he worked as a Principal with Grayhawk Venture Partners, a venture capital firm, where he was responsible for investment due diligence, research and analysis. Mr. Larson graduated summa cum laude from Arizona State University with a BS in Finance and a BA in Psychology. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Los Angeles (CFALA). |
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