First Pacific Advisors
Industry: Company
DescriptionFounded: 1953
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First Pacific Advisors Employees
Employee
Years
Job
Industry
Fiona French Fiona French's First Pacific Advisors Experience July 2012 - January 2015
Job AVP, Compliance at Oaktree Capital
Industry Financial Services
Experience
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
Oaktree Capital Management January 2015 - Present
First Pacific Advisors July 2012 - January 2015
Nuveen Investments February 2007 - July 2012
Western Asset Management 2004 - 2007
Smith Barney 2000 - 2002
Skills
Mutual Funds, Securities, Fixed Income, Alternative Investments, Hedge Funds, Investments, Equities, Asset Management, Series 7, Bloomberg, Due Diligence, Asset Allocation, Portfolio Management, Bonds, Investment Management, Derivatives, Capital Markets, FINRA, Financial Analysis, Investment Advisory, Compliance Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of California, Irvine 1998 — 2002
BA, Economics
Alissa Gilbert Alissa Gilbert's First Pacific Advisors Experience June 2012 - Present
Job Compliance Analyst at First Pacific Advisors
Industry Financial Services
Experience
First Pacific Advisors June 2012 - Present
Analytic Investors June 2009 - June 2012
Coast Asset Management February 2007 - January 2009
Wachovia Securities December 2003 - February 2007
AIG SunAmerica December 2000 - May 2002
Skills
Accounting, Compliance, Fund Accounting, Financial Statements, Statement Analysis, Account Reconciliation, Account Management, Cash, Cash Flow, Foreign Currency, FX trading, Performance Measurement, Benchmarking, Fixed Income, US Treasuries, Equities, Hedge Funds, Tax, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg, Crystal Reports, Rumba, SAP, Switching Systems, Advent, APX, Mas 90, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wellesley College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Palos Verdes Peninsula High School 1992 — 1996
First Pacific Advisors June 2012 - Present
Analytic Investors June 2009 - June 2012
Coast Asset Management February 2007 - January 2009
Wachovia Securities December 2003 - February 2007
AIG SunAmerica December 2000 - May 2002
Skills
Accounting, Compliance, Fund Accounting, Financial Statements, Statement Analysis, Account Reconciliation, Account Management, Cash, Cash Flow, Foreign Currency, FX trading, Performance Measurement, Benchmarking, Fixed Income, US Treasuries, Equities, Hedge Funds, Tax, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg, Crystal Reports, Rumba, SAP, Switching Systems, Advent, APX, Mas 90, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wellesley College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Palos Verdes Peninsula High School 1992 — 1996
Michael Gomez, CPA Michael Gomez, CPA's First Pacific Advisors Experience June 2010 - Present
Job Assistant Controller at First Pacific Advisors
Industry Investment Management
Experience
First Pacific Advisors June 2010 - Present
PricewaterhouseCoopers September 2007 - May 2010
Skills
Financial Analysis, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Equities, Asset Management, Hedge Funds, Investments, Investment Management, Portfolio Management, Microsoft Excel
Education
Claremont McKenna College 2004 — 2007
B.A, Economics/Accounting
RBV 1999 — 2003
Diploma
First Pacific Advisors June 2010 - Present
PricewaterhouseCoopers September 2007 - May 2010
Skills
Financial Analysis, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Equities, Asset Management, Hedge Funds, Investments, Investment Management, Portfolio Management, Microsoft Excel
Education
Claremont McKenna College 2004 — 2007
B.A, Economics/Accounting
RBV 1999 — 2003
Diploma
Gregory Crouch's First Pacific Advisors Experience June 2012 - Present
Job VicePresident/Research Analyst at First Pacific Advisors
Industry Financial Services
Experience
First Pacific Advisors June 2012 - Present
Erasmus University Rotterdam March 2012 - June 2012
University of Groningen Graduate School of Journalism September 2010 - June 2012
RTL German Television March 1995 - January 2011
NPR May 2002 - July 2010
The New York Times October 2002 - March 2008
Los Angeles Times June 1987 - June 1993
Florida Trend Magazine January 1987 - June 1987
Money Magazine June 1985 - January 1987
Education
Northwestern University 1981 — 1985
BS, The Medill School of Journalism
CFA Institute
Wall Street Prep - Financial Modeling Boot Camp 2013 — 2013
First Pacific Advisors June 2012 - Present
Erasmus University Rotterdam March 2012 - June 2012
University of Groningen Graduate School of Journalism September 2010 - June 2012
RTL German Television March 1995 - January 2011
NPR May 2002 - July 2010
The New York Times October 2002 - March 2008
Los Angeles Times June 1987 - June 1993
Florida Trend Magazine January 1987 - June 1987
Money Magazine June 1985 - January 1987
Education
Northwestern University 1981 — 1985
BS, The Medill School of Journalism
CFA Institute
Wall Street Prep - Financial Modeling Boot Camp 2013 — 2013
Jan Pitman Jan Pitman's First Pacific Advisors Experience May 1986 - January 2000
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 2014 - Present
Windermere Indian Wells Country Club On-Site April 2011 - June 2014
California Lifestyle Realty March 2008 - April 2011
Roger Engemann and Associates January 2000 - May 2006
First Pacific Advisors May 1986 - January 2000
Skills
Foreclosures, First Time Home Buyers, REO, Real Estate, Listings, Buyer Representation, Investment Properties, Sellers, Short Sales, Investments, Investors, Seniors, New Home Sales, Condos, Buyers, New Homes
Education
Lansing Community College
Associate's Degree, magna cum laude - accounting
Coldwell Banker Residential Brokerage August 2014 - Present
Windermere Indian Wells Country Club On-Site April 2011 - June 2014
California Lifestyle Realty March 2008 - April 2011
Roger Engemann and Associates January 2000 - May 2006
First Pacific Advisors May 1986 - January 2000
Skills
Foreclosures, First Time Home Buyers, REO, Real Estate, Listings, Buyer Representation, Investment Properties, Sellers, Short Sales, Investments, Investors, Seniors, New Home Sales, Condos, Buyers, New Homes
Education
Lansing Community College
Associate's Degree, magna cum laude - accounting
Nazanin Pajoom Nazanin Pajoom's First Pacific Advisors Experience July 2013 - Present
Job Associate at First Pacific Advisors
Industry Financial Services
Experience
First Pacific Advisors July 2013 - Present
University of Southern California August 2012 - December 2013
Texas Instruments December 2011 - July 2012
UC Berkeley June 2010 - December 2011
Skills
Matlab, Simulations, Labview, C, C++, Simulink, Python, Machine Learning, Java, Mathematical Modeling, Algorithms, Image Processing, LaTeX, R, Mathematica, Computer Science, Scheme, Semiconductors, SPICE, Linux, Portfolio Management, Valuation, Portfolio Optimization, Risk Management, Financial Analysis and..., Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Parallel Programming, Bloomberg, LabVIEW
Education
University of Southern California 2012 — 2013
Master's degree, Financial Engineering
University of California, Berkeley 2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
First Pacific Advisors July 2013 - Present
University of Southern California August 2012 - December 2013
Texas Instruments December 2011 - July 2012
UC Berkeley June 2010 - December 2011
Skills
Matlab, Simulations, Labview, C, C++, Simulink, Python, Machine Learning, Java, Mathematical Modeling, Algorithms, Image Processing, LaTeX, R, Mathematica, Computer Science, Scheme, Semiconductors, SPICE, Linux, Portfolio Management, Valuation, Portfolio Optimization, Risk Management, Financial Analysis and..., Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Parallel Programming, Bloomberg, LabVIEW
Education
University of Southern California 2012 — 2013
Master's degree, Financial Engineering
University of California, Berkeley 2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
Sean Korduner, CFA Sean Korduner, CFA's First Pacific Advisors Experience April 2013 - Present
Job Vice President Analyst at First Pacific Advisors
Industry Investment Management
Experience
First Pacific Advisors April 2013 - Present
Hotchkis and Wiley Capital Management July 2011 - March 2013
MFS Investment Management June 2010 - August 2010
DBI Capital June 2007 - July 2009
Deloitte & Touche September 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration - Accounting
First Pacific Advisors April 2013 - Present
Hotchkis and Wiley Capital Management July 2011 - March 2013
MFS Investment Management June 2010 - August 2010
DBI Capital June 2007 - July 2009
Deloitte & Touche September 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration - Accounting
Gwen E. Kuber Gwen E. Kuber's First Pacific Advisors Experience 1997 - 2000
Job VP, Wealth Management Advisor, US Bank
Industry Investment Management
Experience
US Bank August 2006 - Present
M&I Investment Management 2000 - 2004
First Pacific Advisors 1997 - 2000
J.P. Morgan Securities 1991 - 1997
Skills
FINRA, Banking, Marketing, Mutual Funds, Credit, Financial Analysis, Fixed Income, Equities, Retirement Planning, Series 63, Investment Strategies, Sales, Investment Advisory, Cash Management, Hedge Funds
Education
MBA 1990 — 1991
MBA, Thunderbird International
Boston College 1986 — 1990
BS, Finance
Whitefish Bay High 1983 — 1986
US Bank August 2006 - Present
M&I Investment Management 2000 - 2004
First Pacific Advisors 1997 - 2000
J.P. Morgan Securities 1991 - 1997
Skills
FINRA, Banking, Marketing, Mutual Funds, Credit, Financial Analysis, Fixed Income, Equities, Retirement Planning, Series 63, Investment Strategies, Sales, Investment Advisory, Cash Management, Hedge Funds
Education
MBA 1990 — 1991
MBA, Thunderbird International
Boston College 1986 — 1990
BS, Finance
Whitefish Bay High 1983 — 1986
Jason Henney, CFA's First Pacific Advisors Experience November 2004 - July 2007
Job President at Chestnut Capital, LLC
Industry Investment Management
Experience
Chestnut Capital, LLC August 2008 - Present
Stark Investments August 2007 - August 2008
First Pacific Advisors November 2004 - July 2007
Industrial Growth Partners March 2000 - July 2004
Bear, Stearns & Co. Inc. June 1997 - March 2000
Education
Indiana University Bloomington 1993 — 1997
Chestnut Capital, LLC August 2008 - Present
Stark Investments August 2007 - August 2008
First Pacific Advisors November 2004 - July 2007
Industrial Growth Partners March 2000 - July 2004
Bear, Stearns & Co. Inc. June 1997 - March 2000
Education
Indiana University Bloomington 1993 — 1997
John Peetz's First Pacific Advisors Experience 2007 - 2012
Job Investment professional
Industry Investment Management
Experience
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
BRANDE WINGET's First Pacific Advisors Experience January 2011 - Present
Job Client Service at First Pacific Advisors
Industry Investment Management
Experience
First Pacific Advisors January 2011 - Present
Froley, Revy Investment Co. April 1998 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Hedge Funds, Securities, Convertible Bonds, Valuation, Asset Allocation, Bloomberg, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1994 — 1997
Bachelor's degree, Economics
First Pacific Advisors January 2011 - Present
Froley, Revy Investment Co. April 1998 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Hedge Funds, Securities, Convertible Bonds, Valuation, Asset Allocation, Bloomberg, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Colgate University 1994 — 1997
Bachelor's degree, Economics
Allan M. Rudnick's First Pacific Advisors Experience 2010 - Present
Job President of Barnaby Corp.
Industry Financial Services
Experience
First Pacific Advisors 2010 - Present
Kayne Anderson Rudnick 1989 - Present
Family Offices, LLC 2007 - January 2013
The Pilgrim Group 1986 - 1989
Skills
Mutual Funds, Investments, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investment Management, Due Diligence, Series 7, Private Equity, Wealth Management, Financial Analysis, Financial Modeling
Education
Harvard Business School 1962 — 1964
MBA, Business
Trinity College 1959 — 1962
BA, Economics
First Pacific Advisors 2010 - Present
Kayne Anderson Rudnick 1989 - Present
Family Offices, LLC 2007 - January 2013
The Pilgrim Group 1986 - 1989
Skills
Mutual Funds, Investments, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investment Management, Due Diligence, Series 7, Private Equity, Wealth Management, Financial Analysis, Financial Modeling
Education
Harvard Business School 1962 — 1964
MBA, Business
Trinity College 1959 — 1962
BA, Economics
Adam Pivko's First Pacific Advisors Experience February 2012 - Present
Job Vice President at First Pacific Advisors
Industry Financial Services
Experience
First Pacific Advisors February 2012 - Present
Imperial Capital April 2003 - December 2011
Education
UCSD
First Pacific Advisors February 2012 - Present
Imperial Capital April 2003 - December 2011
Education
UCSD
Sherry Sasaki's First Pacific Advisors Experience December 1978 - Present
Job Assistant Vice President & Corporate Secretary at First Pacific Advisors
Industry
Experience
First Pacific Advisors December 1978 - Present
Education
University of California, Los Angeles 1976 — 1978
Bachelor's degree, Sociology
First Pacific Advisors December 1978 - Present
Education
University of California, Los Angeles 1976 — 1978
Bachelor's degree, Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY