Ernie Garrett

Ernie Garrett

male (Los Angeles Area, ca, United States)
Ernie Garrett, CFP � Portfolio Manager and Research Analyst, provides information and analyses to the portfolio managers. He monitors our Ex...
Wesley McCain

Wesley McCain

male
Wesley McCain, Ph.D., CFA is the founder and chairman of Towneley Capital Management Inc. Prior to founding Towneley in 1971, he was an assistant...
Robert Seaman

Robert Seaman

male
Robert Seaman, M.S., Business Development Manager, is responsible for sales and marketing activities. He has over twenty years experience in...
Robyn Bahlinger

Robyn Bahlinger

female
Robyn Bahlinger, J.D., CFP, Chief Compliance Officer and Financial Planner, provides research and responds to client questions about cash flow and...
Heidi Haynes

Heidi Haynes

female
Heidi Haynes, CFP � Portfolio Manager, is the primary contact person overseeing the day-to-day management of her clients' accounts, trading their po...
Tracy Thatcher

Tracy Thatcher

Tracy Thatcher Kuntz, MBA, CFP � President, oversees the management of all client portfolios and office operations, including client relations an...
Lisa Tomlinson

Lisa Tomlinson

female
Lisa Tomlinson, CFP � Portfolio Manager, is the primary contact person overseeing the day-to-day management of her clients' accounts, trading th...
Marnie Cesarini

Marnie Cesarini

female
Marnie Cesarini, M.B.A Programmer and Performance Analyst, provides programming support for the mutual fund trading program. In addition, she...
Upload

Christina Elmore

female (Los Angeles Area, ca, United States)
Christina Elmore, Portfolio Administrator, assists with account reconciliation, fund communication and trading. She also coordinates the quarterly...
Upload

Sheila Seiler

female
Sheila Seiler, Ph.D., Operations Manager, oversees operations in the Towneley west coast office and leads special projects in support of...