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Name | Title | Since | Until |
---|---|---|---|
Jingjing Yan | Portfolio Manager | 2010 | 2020 |
Biography | Ms. Yan is a Vice President and Treasurer of Pacific Global Investment Management Company and Treasurer of PGFD and PGIS. She has been associated with these firms since 2001. Yan holds the Chartered Financial Analyst designation. | ||
Charles Suh | Equity Research Analyst | 2010 | 2018 |
Biography | Mr. Suh is a portfolio manager of the Income and Equity Fund and Balanced Fund. He is an Equity Research Analyst at Pacific Global Investment Management Company and has been associated with the firm since 2007. From 2005 to 2007, Mr. Suh was an Associate Analyst of Key Banc Capital Markets. From 2001 to 2004, Mr. Suh was an Investment Specialist of Lord Abbett & Company. Mr. Suh holds the Chartered Financial Analyst designation. | ||
Thomas H. Hanson | Owner, Director, Chairman, President | 1997 | 2010 |
Biography | Hanson is an executive vice president and board director of Pacific Global Investment Management Company. His investment expertise includes fixed income and equities. His equity investment style is growth-at-a-reasonable price. Hanson has been a financial professional for over 25 years. | ||
Stephen K. Bache | CIO | 1997 | 2007 |
Biography | Bache is chief investment officer of Hamilton & Bache, his employer since August 1991. Previously, he spent four years as president of Yosemite Asset Management, two years as a senior portfolio manager with Govaars and Associates, and three years as an assistant vice president and portfolio manager with Transamerica. He also worked as an adjunct professor of finance and history at Woodbury University in Burbank, California. Bache holds the Chartered Financial Analyst designation. | ||
Alan E. Rosenfield | President, Portfolio Manager | 1993 | 1996 |
Biography | Rosenfield is president and portfolio manager with Money Management Group, his employer since March 1993. Previously, he worked as an equity and fixed-income portfolio manager with Melhado Flynn & Associates for two years. From 1990 to 1991, Rosenfield worked as a portfolio manager with Cantor Fitzgerald. He began his investment career with Dean Witter in 1983. Rosenfield says he looks for a combination of value and growth in his portfolio management. | ||
George M. Motz | executive Vice President | 1993 | 1995 |
Biography | Motz is an executive vice president with Melhado Flynn. |
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