Kevin Bernzott
Chairman & CEO - Portfolio Manager / Analyst
Mr. Bernzott founded the firm in 1994. Previously CEO of
McGaelic Group, a multi-generational family investment
office, he focused on real estate development and asset
management. He is a director of the Ventura County Sheriff's Foundation. Mr.
Bernzott earned a doctorate in law from the University
of West Los Angeles.
Scott T. Larson, CFA
Chief Investment Officer - Portfolio Manager
/ Analyst
Mr. Larson joined the firm in 2007. Previously a
principal with Grayhawk Venture Partners, a private
venture capital firm, he was responsible for investment
due diligence, research and analysis. Mr. Larson earned
a BS in finance and a BA in psychology from Arizona
State University. He is a CFA charterholder.
Thomas A. Derse
Portfolio
Manager / Analyst
Mr. Derse joined the firm
in 2004. Previously president of Channel Islands Capital
Management, Inc. and a partner in an accounting firm, 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 Certified Public Accountant
(inactive) and a level 3 candidate in the CFA program.
Hans T. Walsh
Trader / Chief Compliance Officer
Mr. Walsh joined the firm
in 2006. Previously a career US Navy SEAL officer, he is
a decorated combat and disabled veteran. Mr. Walsh
earned a BS in biology from Marquette University and an
MA in national security and strategic studies from the
Naval War College. He has been designated an Investment
Adviser Certified Compliance Professional SM and speaks
fluent Spanish.
The investment team profiled here is augmented by
additional support and client service professionals.
