Bernzott Capital Advisors

Description

Address: 888 W Ventura Blvd # B, Camarillo, CA 93010 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (805) 389-9445Website: : Category: : : Place name: : : : Website: http://www.bernzott.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bernzott Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Bernzott Capital Advisors Unable to add this file. Please check that it is a valid photo. "Established in 1994 and registered with the U.S. Securities and Exchange Commission, we are independent money managers for institutional, intermediary and private clients."

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Bernzott Capital Advisors Employees

Employee
Years
Job
Industry
Pat Steele Pat Steele United States Details
Pat Steele's Bernzott Capital Advisors Experience 2012 - April 2014
Job Director Shareholder Relations at Quantified Fund
Industry Investment Management
Experience
Quantified Fund   April 2014 - Present
Bernzott Capital Advisors   2012 - April 2014
First Republic Bank  1985 - 2008

Education
University of Southern California   1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature/Letters

Scott Larson, CFA Scott Larson, CFA Greater Los Angeles Area Details
Scott Larson, CFA's Bernzott Capital Advisors Experience July 2007 - Present
Job Chief Investment Officer (CIO); Portfolio Manager/Analyst at Bernzott Capital Advisors
Industry Investment Management
Experience
Bernzott Capital Advisors   July 2007 - Present

Skills
Due Diligence, Financial Statement..., Modeling, Valuation, Venture Capital, Alternative Investments, Investments, Financial Modeling, Asset Managment, Portfolio Management, Private Equity, Financial Analysis, Mergers, Equity Research, Equities, Value Investing, Investment Strategies, Mergers & Acquisitions, Asset Management, Investment Management, Finance, Capital Markets

Education
Arizona State University - W. P. Carey School of Business   1990 — 1996
BS

Arizona State University   1990 — 1996
BA

Bart O'Connor Bart O'Connor Greater Boston Area Details
Bart O'Connor's Bernzott Capital Advisors Experience June 2015 - Present
Job Asset Management
Industry Investment Management
Experience
Bernzott Capital Advisors   June 2015 - Present
Monarch Partners Asset Management LLC   April 2014 - December 2014
Cadence Capital Management  December 1994 - December 2013
Fidelity Capital Markets  January 1994 - November 1994
Boston Stock Exchange  April 1993 - January 1994
Jefferies  November 1992 - April 1993

Skills
Asset Management, Trading, Hedge Funds, Portfolio Management, Investments, Equities, Alternative Investments, Securities, Management, Mutual Funds

Education
University of Massachusetts, Amherst   1988 — 1992
Bachelor of Arts (B.A.), Legal Studies, General

Hans Walsh Hans Walsh Greater Los Angeles Area Details
Hans Walsh's Bernzott Capital Advisors Experience April 2006 - Present
Job Chief Operating Officer & Chief Compliance Officer at Bernzott Capital Advisors
Industry Investment Management
Experience
Bernzott Capital Advisors   April 2006 - Present
US Navy  December 1985 - April 2006

Skills
Defense, National Security, Military Operations, Government, Navy, DoD, Homeland Security, Military, Security Clearance, Strategic Planning, Operational Planning, Intelligence, Surveillance, Military Experience, Risk Assessment, Executive Protection, Program Management, Operations Management, Crisis Management, Intelligence Analysis, Command, Exercises, Tactics, Top Secret, Government Contracting, Information Assurance, Weapons, Enforcement, Army, Private Investigations, Analysis, Contingency Planning, Organizational..., Afghanistan, Vulnerability Assessment, Security Management, Physical Security, Security Operations, Personal Security, Security, Counterterrorism, Aviation, Electronic Warfare, Force Protection, Leadership, Special Operations

Education
Naval War College   1996 — 1997
MA, National Security & Strategic Studies

Defense Language Institute   1991 — 1991
Spanish

Marquette University   1981 — 1985
BS, Biology

Ryan Ross, CFA Ryan Ross, CFA Greater Los Angeles Area Details
Ryan Ross, CFA's Bernzott Capital Advisors Experience June 2015 - Present
Job Portfolio Manager at Bernzott Capital Advisors
Industry Investment Management
Experience
Bernzott Capital Advisors   June 2015 - Present
Bernzott Capital Advisors   February 2014 - Present
California State University-Channel Islands  August 2015 - Present

Education
University of Michigan - Stephen M. Ross School of Business   2009 — 2011
MBA

California State University-Northridge   1999 — 2003
Business Administration, Finance, Economics

Peter deMartino Peter deMartino Greater Los Angeles Area Details
Peter deMartino's Bernzott Capital Advisors Experience March 2004 - October 2005
Job Fisher Investments Regional Vice President
Industry Financial Services
Experience
Fisher Investments  July 2014 - Present
RNC Genter Capital Management  September 2012 - July 2014
Charles Schwab & Co  December 2008 - September 2012
Beacon Pointe Advisors  April 2008 - November 2008
The Mutual Fund Store Inc   November 2007 - April 2008
Hillman Capital Management   March 2006 - November 2007
Bernzott Capital Advisors   March 2004 - October 2005
Fidelity Investments  October 2000 - February 2004
Fidelity Investments  November 1998 - February 2004
Fidelity Investments  1998 - 2004

Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63

Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management

Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management

Jan Kalas Jan Kalas Los Angeles, California Details
Jan Kalas's Bernzott Capital Advisors Experience June 2012 - September 2012
Job Treasury Analyst
Industry Financial Services
Experience
Deckers Brands  January 2015 - Present
BDO Consulting  February 2013 - November 2014
Bernzott Capital Advisors   June 2012 - September 2012
FrontPoint Partners, LLC (Morgan Stanley Investment Management)   June 2010 - September 2010

Skills
Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Capital IQ, Forensic Accounting, Private Equity, Microsoft Excel, Equity Research, Due Diligence

Education
University of California, Santa Barbara   2010 — 2012
BA, Business Economics with emphasis in Accounting

Thomas Derse, CFA Thomas Derse, CFA Greater Los Angeles Area Details
Thomas Derse, CFA's Bernzott Capital Advisors Experience April 2004 - Present
Job Portfolio Manager at Bernzott Capital Advisors
Industry Investment Management
Experience
Bernzott Capital Advisors   April 2004 - Present
Litton, Williams & Derse   1996 - 2004

Education
Golden Gate University   1990 — 1994
MS, Taxation

California State University, Fresno   1982 — 1986
BS, Accounting

CJ Donnelly CJ Donnelly Washington D.C. Metro Area Details
CJ Donnelly's Bernzott Capital Advisors Experience June 2003 - July 2004
Job Senior SAS Engineer at Onyx Government Services
Industry Management Consulting
Experience
Onyx Government Services  January 2014 - Present
The Wexford Group - A CACI Company   July 2012 - January 2014
Self-Employed  May 2011 - July 2012
IBM Global Business Services  October 2007 - April 2011
Enovative Group, Inc.   December 2006 - October 2007
Colby College  September 2006 - June 2007
Pulte Homes  2004 - 2005
Bernzott Capital Advisors   June 2003 - July 2004

Skills
Excel, Access, Economics, SAS, Mathematics, Financial Modeling, Security Clearance, Word, Data Analysis, Top Secret, Analytics, Leadership, SQL, Analysis, Microsoft Excel, Management, Microsoft Word, CRM, Government, Entrepreneurship, Statistics, Business Analysis, Financial Analysis, Management Consulting, Spanish, Econometrics, Business Intelligence, Research, Finance, SAS programming

Education
Colby College   2003 — 2007
B.A., Economics-Mathematics

University of Melbourne   2006 — 2006

Cate School   1999 — 2003