|
Investment Professionals
Click photo for individual biographies.
NEWPORT BEACH
 |
Robert (Bob) BartholomewChairman and Managing Principalemail949.720.4203 |
|
 |
Jeff MieheManaging Directoremail949.720.4205 |
|
 |
J. Derek WatsonManaging Directoremail949.720.4201 |
|
 |
Matt AndersonVice Presidentemail949.720.4204 |
|
 |
Mike WattlesSenior Analystemail949.720.4206 |
|
BOSTON
 |
Costa LittasManaging Principal email781.530.9160 |
|
 |
Gregory J. BondickCFA, Managing Directoremail781.530.9121 |
|
 |
John DonahueCFA, Principalemail781.530.9161 |
|
 |
Craig S. MajernikPrincipalemail781.530.9122 |
|
 |
Omar SimmonsDirectoremail781.530.9135 |
|
 |
Caleb ClarkVice Presidentemail781.530.9126 |
|
FINANCE & MARKETING
 |
Jeffery J. DunniganCPA (inactive), CFO, Vice Presidentemail949.720.4211 |
|
 |
Michael BartholomewMarketing Directoremail949.720.4209 |
|
 |
Janice M. Fitcha CPA (inactive), Controlleremail949.720.4217 |
|
 |
Connie ChoungPortfolio Manageremail949.720.4207 |
|
|