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 Western Commercial Bank and the Ventura County Sheriff's Foundation. Mr. Bernzott earned a doctorate in law from the University of West Los Angeles.

Peter F. Banks                                                                                              President & Chief Investment Officer - Portfolio Manager / Analyst

Mr. Banks joined the firm in 1997. Previously CFO of a private investment firm and a bank holding company, he was responsible for investment analysis and portfolio management, asset allocation strategies, and tax and estate planning. He was formerly an audit manager with KPMG Peat Marwick. Mr. Banks obtained a BBA in finance from Texas A&M University. He is a Certified Public Accountant and speaks fluent Spanish.

Scott T. Larson, CFA
Vice President – 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.

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 Level II Chartered Financial Analyst Candidate and a Certified Public Accountant.