Fremont Investment Advisors
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Fremont Investment Advisors Employees
Employee
Years
Job
Industry
Matthew Costello Matthew Costello's Fremont Investment Advisors Experience June 1998 - December 2003
Job Financial Advisor at Costello Investment Advisor
Industry Financial Services
Experience
Costello Investment Advisor December 2012 - Present
CVPartners February 2012 - January 2013
The Mergis Group October 2011 - January 2012
Raymond James January 2008 - October 2011
Robert Half Management Resources September 2004 - December 2007
McMorgan & Company July 2004 - September 2004
Fremont Investment Advisors June 1998 - December 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Insurance, Financial Services
Education
St. Mary's College of California 1995 — 1998
BS, Finance
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelor of Science (BS), Economics
Monte Vista 1989 — 1993
Costello Investment Advisor December 2012 - Present
CVPartners February 2012 - January 2013
The Mergis Group October 2011 - January 2012
Raymond James January 2008 - October 2011
Robert Half Management Resources September 2004 - December 2007
McMorgan & Company July 2004 - September 2004
Fremont Investment Advisors June 1998 - December 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Insurance, Financial Services
Education
St. Mary's College of California 1995 — 1998
BS, Finance
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelor of Science (BS), Economics
Monte Vista 1989 — 1993
Thomas Duffy Thomas Duffy's Fremont Investment Advisors Experience 1999 - 2004
Job Equity Trader at Jackson Square Partners
Industry Financial Services
Experience
Jackson Square Partners May 2014 - Present
Delaware Investments April 2014 - May 2014
Snyder Capital Management June 2010 - March 2014
Husic Capital Management August 2004 - June 2010
Fremont Investment Advisors 1999 - 2004
Education
Arizona State University 1990 — 1996
BS, Accounting
Jackson Square Partners May 2014 - Present
Delaware Investments April 2014 - May 2014
Snyder Capital Management June 2010 - March 2014
Husic Capital Management August 2004 - June 2010
Fremont Investment Advisors 1999 - 2004
Education
Arizona State University 1990 — 1996
BS, Accounting
Raymund Santiago Raymund Santiago's Fremont Investment Advisors Experience September 1997 - January 2005
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock September 2005 - Present
Wells Fargo January 2005 - September 2005
Fremont Investment Advisors September 1997 - January 2005
KidSoft LLC July 1996 - September 1997
Franklin Templeton Investments January 1994 - July 1996
Education
San Francisco State University 1994 — 1996
Master of Business Administration (MBA), Finance
Golden Gate University 1987 — 1991
Bachelor's degree, Accounting
BlackRock September 2005 - Present
Wells Fargo January 2005 - September 2005
Fremont Investment Advisors September 1997 - January 2005
KidSoft LLC July 1996 - September 1997
Franklin Templeton Investments January 1994 - July 1996
Education
San Francisco State University 1994 — 1996
Master of Business Administration (MBA), Finance
Golden Gate University 1987 — 1991
Bachelor's degree, Accounting
Jill Bourque Jill Bourque's Fremont Investment Advisors Experience 1995 - 1997
Job Founder & CEO, RushTix
Industry Internet
Experience
RushTix January 2014 - Present
Humanities West January 2015 - Present
Marines' Memorial Theatre March 2014 - Present
Jill Bourque Presents April 1999 - Present
Paiz Public Relations April 1997 - August 2011
Fremont Investment Advisors 1995 - 1997
Montgomery Asset Management 1993 - 1995
Govett Asset Management 1992 - 1994
GT Global 1990 - 1992
Skills
Digital Strategy, Entrepreneurship, Start-ups, Social Media, Strategy, Public Relations, Strategic Communications, Media Relations, Social Media Marketing, Public Speaking, Online Marketing, Marketing, Interviews, Publicity, Communication Training, Brand Development, CRM, Spokesperson, Corporate Communications, Finance, Social Networking, Brand Awareness
Education
California State Polytechnic University-Pomona 1986 — 1990
Bachelor of Science
RushTix January 2014 - Present
Humanities West January 2015 - Present
Marines' Memorial Theatre March 2014 - Present
Jill Bourque Presents April 1999 - Present
Paiz Public Relations April 1997 - August 2011
Fremont Investment Advisors 1995 - 1997
Montgomery Asset Management 1993 - 1995
Govett Asset Management 1992 - 1994
GT Global 1990 - 1992
Skills
Digital Strategy, Entrepreneurship, Start-ups, Social Media, Strategy, Public Relations, Strategic Communications, Media Relations, Social Media Marketing, Public Speaking, Online Marketing, Marketing, Interviews, Publicity, Communication Training, Brand Development, CRM, Spokesperson, Corporate Communications, Finance, Social Networking, Brand Awareness
Education
California State Polytechnic University-Pomona 1986 — 1990
Bachelor of Science
Peng Ngin Peng Ngin's Fremont Investment Advisors Experience 1995 - 2001
Job Senior Portfolio Manager, Sr. Vice President at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S.Trust, Bank of America Private Wealth Management September 2009 - Present
Progress investment Management March 2003 - September 2009
Fremont Investment Advisors 1995 - 2001
Sumitomo Bank of California 1994 - 1995
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Portfolio Management, Start-ups, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
Vassar College
BA
U.S.Trust, Bank of America Private Wealth Management September 2009 - Present
Progress investment Management March 2003 - September 2009
Fremont Investment Advisors 1995 - 2001
Sumitomo Bank of California 1994 - 1995
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Portfolio Management, Start-ups, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
Vassar College
BA
Don Penner Don Penner's Fremont Investment Advisors Experience October 2001 - January 2004
Job Executive Vice President, Director of Business Development at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management April 2010 - Present
Charles Schwab April 2007 - March 2010
Managers Investment Group 2004 - 2007
Fremont Investment Advisors October 2001 - January 2004
Education
California State University-Chico 1980 — 1984
Chandler Asset Management April 2010 - Present
Charles Schwab April 2007 - March 2010
Managers Investment Group 2004 - 2007
Fremont Investment Advisors October 2001 - January 2004
Education
California State University-Chico 1980 — 1984
Nancy Tengler Nancy Tengler's Fremont Investment Advisors Experience 1997 - 2003
Job Director, Senior Vice President and Chief Investment Officer Heartland Financial USA and Arizona Bank & Trust
Industry Investment Management
Experience
Arizona Bank & Trust May 2014 - Present
Financial IQ Training Services June 2013 - Present
Arizona Christian University August 2012 - Present
Arizona Bank and Trust 2014 - 2014
Ellevate Network 2013 - 2014
Ellevate Network 2013 - 2014
St. Mary's College August 2009 - May 2011
Fremont Investment Advisors 1997 - 2003
UBS Global Asset Management 1994 - 1997
Spare Tengler September 1989 - December 1994
Skills
Creative Writing, Public Speaking, Editing, Teaching, Higher Education, Blogging, Nonprofits, Community Outreach, Management, Fundraising, Event Planning, Research, Leadership Development, Social Networking, Social Media, Leadership, Grant Writing
Education
St. Mary's College of California 2007 — 2009
Master of Fine Arts (MFA), Creative Non-Fiction Writing
Pt. Loma University
Bachelor of Arts (B.A.), Psychology
Arizona Bank & Trust May 2014 - Present
Financial IQ Training Services June 2013 - Present
Arizona Christian University August 2012 - Present
Arizona Bank and Trust 2014 - 2014
Ellevate Network 2013 - 2014
Ellevate Network 2013 - 2014
St. Mary's College August 2009 - May 2011
Fremont Investment Advisors 1997 - 2003
UBS Global Asset Management 1994 - 1997
Spare Tengler September 1989 - December 1994
Skills
Creative Writing, Public Speaking, Editing, Teaching, Higher Education, Blogging, Nonprofits, Community Outreach, Management, Fundraising, Event Planning, Research, Leadership Development, Social Networking, Social Media, Leadership, Grant Writing
Education
St. Mary's College of California 2007 — 2009
Master of Fine Arts (MFA), Creative Non-Fiction Writing
Pt. Loma University
Bachelor of Arts (B.A.), Psychology
Serena Stone, CFA Serena Stone, CFA's Fremont Investment Advisors Experience 2000 - 2004
Job Assistant Vice President, Portfolio Manager at Active Investment Advisors, a division of Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management April 2005 - Present
McMorgan & Company 2004 - 2005
Fremont Investment Advisors 2000 - 2004
Mellon Capital Management 1999 - 2000
Education
University of California, Los Angeles 1994 — 1998
B.S, Physiological Science
Natixis Global Asset Management April 2005 - Present
McMorgan & Company 2004 - 2005
Fremont Investment Advisors 2000 - 2004
Mellon Capital Management 1999 - 2000
Education
University of California, Los Angeles 1994 — 1998
B.S, Physiological Science
Joseph Cuenco, CFA Joseph Cuenco, CFA's Fremont Investment Advisors Experience December 2001 - March 2003
Job Senior Examiner at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco October 2008 - Present
RCM July 2005 - August 2008
McMorgan & Company March 2003 - July 2005
Fremont Investment Advisors December 2001 - March 2003
Montgomery Asset Management September 2000 - December 2001
Skills
Equity Research, Financial Analysis, Capital Markets, Analysis, Investments, Investment Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Communications
Federal Reserve Bank of San Francisco October 2008 - Present
RCM July 2005 - August 2008
McMorgan & Company March 2003 - July 2005
Fremont Investment Advisors December 2001 - March 2003
Montgomery Asset Management September 2000 - December 2001
Skills
Equity Research, Financial Analysis, Capital Markets, Analysis, Investments, Investment Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Communications
Sally Stout Witt, CFP, ChFC, CASL Sally Stout Witt, CFP, ChFC, CASL's Fremont Investment Advisors Experience June 1997 - September 1999
Job Witt Wealth Planning
Industry Financial Services
Experience
Wells Fargo September 2003 - September 2011
Moody National Bank January 1999 - October 2001
Fremont Investment Advisors June 1997 - September 1999
Skills
Wealth Management, Collaborative Team..., Public Speaking, Sales & Marketing, Training and..., Training, Team Building, Investments, Relationship Management, Leadership, Financial Planners, Wealth, Risk Management, Financial Services, Series 7, Insurance, Retirement, Asset Allocation, Wealth Management...
Education
University of Houston-Clear Lake 1992 — 1996
Bachelor of Business Administration, Business Management
Wells Fargo September 2003 - September 2011
Moody National Bank January 1999 - October 2001
Fremont Investment Advisors June 1997 - September 1999
Skills
Wealth Management, Collaborative Team..., Public Speaking, Sales & Marketing, Training and..., Training, Team Building, Investments, Relationship Management, Leadership, Financial Planners, Wealth, Risk Management, Financial Services, Series 7, Insurance, Retirement, Asset Allocation, Wealth Management...
Education
University of Houston-Clear Lake 1992 — 1996
Bachelor of Business Administration, Business Management
Dean Boebinger Dean Boebinger's Fremont Investment Advisors Experience 1994 - 1999
Job Director of Tacitical Investment Strategies at Strategic Financial Concepts
Industry Investment Management
Experience
Strategic Financial Concepts April 2010 - Present
King Investment Advisors 2000 - 2010
Fremont Investment Advisors 1994 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investment Strategies, Investment Advisory, Securities, Retirement, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Fixed Income, Wealth, Fixed Annuities, Life Insurance, Wealth Management..., Insurance, Financial Analysis, Asset Allocation, High Net Worth..., Financial Services, 401k, Financial Planners, Equities, Investment Management
Education
University of California, Berkeley 1973 — 1977
B.A., Economics
University of Houston-Clear Lake 1979 — 1981
Masters, Healthcare Administration
Strategic Financial Concepts April 2010 - Present
King Investment Advisors 2000 - 2010
Fremont Investment Advisors 1994 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investment Strategies, Investment Advisory, Securities, Retirement, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Fixed Income, Wealth, Fixed Annuities, Life Insurance, Wealth Management..., Insurance, Financial Analysis, Asset Allocation, High Net Worth..., Financial Services, 401k, Financial Planners, Equities, Investment Management
Education
University of California, Berkeley 1973 — 1977
B.A., Economics
University of Houston-Clear Lake 1979 — 1981
Masters, Healthcare Administration
Bill Fergusson Bill Fergusson's Fremont Investment Advisors Experience October 2001 - January 2005
Job Learning & Development Sr. Manager, SEO at BrightEdge
Industry Internet
Experience
BrightEdge July 2012 - Present
Fergusson Associates LLC September 2007 - July 2012
Managers Investment Group January 2005 - February 2007
Fremont Investment Advisors October 2001 - January 2005
Simplexity 1997 - 2000
Skills
Keyword Research, Content Development, SEO copywriting, Content Strategy, Writing For The Web, SEO, Direct Marketing, Web Analytics, Content Marketing
Education
SEMPO Institute
Certificate of Completion, Search Marketing
The University of Kansas
B.A., Anthropology and Political Science
University of California, Berkeley
MA, Political Science
BrightEdge July 2012 - Present
Fergusson Associates LLC September 2007 - July 2012
Managers Investment Group January 2005 - February 2007
Fremont Investment Advisors October 2001 - January 2005
Simplexity 1997 - 2000
Skills
Keyword Research, Content Development, SEO copywriting, Content Strategy, Writing For The Web, SEO, Direct Marketing, Web Analytics, Content Marketing
Education
SEMPO Institute
Certificate of Completion, Search Marketing
The University of Kansas
B.A., Anthropology and Political Science
University of California, Berkeley
MA, Political Science
Allyn Hughes Allyn Hughes's Fremont Investment Advisors Experience 1993 - 2002
Job Coowner Brooks, Hughes & Jones a registered investment adviser
Industry Financial Services
Experience
Brooks, Hughes & Jones March 2008 - Present
Russell Investment Group May 2004 - July 2007
Fremont Investment Advisors 1993 - 2002
Education
San Francisco State University 1989 — 1992
MBA, Marketing
San Jose State University 1978 — 1983
Brooks, Hughes & Jones March 2008 - Present
Russell Investment Group May 2004 - July 2007
Fremont Investment Advisors 1993 - 2002
Education
San Francisco State University 1989 — 1992
MBA, Marketing
San Jose State University 1978 — 1983
Debra McNeill's Fremont Investment Advisors Experience March 1997 - May 2004
Job Equity Portfolio Consulting at Quantitative Outsourcing
Industry Graphic Design
Experience
Tobacco Root Solutions December 2005 - Present
Quantitative Outsourcing/Tobacco Root Solutions May 2006 - Present
Fremont Investment Advisors March 1997 - May 2004
Equity Portfolio Manager July 1990 - August 1996
RCM Capital Management 1986 - 1990
Security Pacific Bank 1985 - 1986
Skills
Web Design, Marketing, Website Development, Advertising, Web Development, Social Media, Joomla, Logo Design, Copywriting, Microsoft Office, CMS, Brochures, Layout, Web Marketing, Graphic Design, Photoshop, Web Applications, Photography, Data Organization and..., Content Management..., Industry Analyses, Equity Research Analysis, Equity Portfolio...
Education
University of California, Berkeley 1981 — 1984
BS, Finance and Management Science
Tobacco Root Solutions December 2005 - Present
Quantitative Outsourcing/Tobacco Root Solutions May 2006 - Present
Fremont Investment Advisors March 1997 - May 2004
Equity Portfolio Manager July 1990 - August 1996
RCM Capital Management 1986 - 1990
Security Pacific Bank 1985 - 1986
Skills
Web Design, Marketing, Website Development, Advertising, Web Development, Social Media, Joomla, Logo Design, Copywriting, Microsoft Office, CMS, Brochures, Layout, Web Marketing, Graphic Design, Photoshop, Web Applications, Photography, Data Organization and..., Content Management..., Industry Analyses, Equity Research Analysis, Equity Portfolio...
Education
University of California, Berkeley 1981 — 1984
BS, Finance and Management Science
Chantal Gaiddon's Fremont Investment Advisors Experience 1990 - 2001
Job Retired Financial Services Controller
Industry Financial Services
Experience
Various Financial Services Firms in SF Bay Area May 2002 - July 2013
Atlas Mutual Funds January 2005 - August 2005
Fremont Investment Advisors 1990 - 2001
Fremont Mutual Funds 1990 - 1998
Skills
Fund Administration, Financial Reporting, Accounting, Fund Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 1974 — 1978
B.S., Business Adminstration
Various Financial Services Firms in SF Bay Area May 2002 - July 2013
Atlas Mutual Funds January 2005 - August 2005
Fremont Investment Advisors 1990 - 2001
Fremont Mutual Funds 1990 - 1998
Skills
Fund Administration, Financial Reporting, Accounting, Fund Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 1974 — 1978
B.S., Business Adminstration
E Douglas Taylor's Fremont Investment Advisors Experience 2003 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fremont Investment 2003 - 2005
Fremont Investment Advisors 2003 - 2005
Pacific Telesis Group March 1970 - December 1994
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Analysis, Equities, Wealth Management, Asset Managment, Investment Advisory, Securities, Strategic Planning, Public Speaking, Investment Management, Hedge Funds, Derivatives, Alternative Investments, Financial Modeling, Retirement Planning, Asset Allocation, Investment Strategies, Asset Management, ETFs, Venture Capital, Finance, Mergers & Acquisitions, Due Diligence, Valuation, Financial Services, Employee Benefits, Wealth Management..., Uniform Combined State..., High Net Worth..., Private Equity, Financial Advisory, Insurance, Corporate Finance, Capital Markets, Risk Management, Series 7, Financial Planning
Education
InterAmerican University 1965 — 1967
MBA, Finance
InterAmerican University m 1965 — 1967
Master of Business Administration (M.B.A.), Finance, General
University of San Francisco 1958 — 1962
BS, Finance
Fremont Investment 2003 - 2005
Fremont Investment Advisors 2003 - 2005
Pacific Telesis Group March 1970 - December 1994
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Analysis, Equities, Wealth Management, Asset Managment, Investment Advisory, Securities, Strategic Planning, Public Speaking, Investment Management, Hedge Funds, Derivatives, Alternative Investments, Financial Modeling, Retirement Planning, Asset Allocation, Investment Strategies, Asset Management, ETFs, Venture Capital, Finance, Mergers & Acquisitions, Due Diligence, Valuation, Financial Services, Employee Benefits, Wealth Management..., Uniform Combined State..., High Net Worth..., Private Equity, Financial Advisory, Insurance, Corporate Finance, Capital Markets, Risk Management, Series 7, Financial Planning
Education
InterAmerican University 1965 — 1967
MBA, Finance
InterAmerican University m 1965 — 1967
Master of Business Administration (M.B.A.), Finance, General
University of San Francisco 1958 — 1962
BS, Finance
Monique Love's Fremont Investment Advisors Experience 2001 - 2007
Job Aministrative Coordinator at The Fremont Group
Industry Financial Services
Experience
The Fremont Group March 2014 - Present
Nestle Dreyer's Ice Cream 2010 - 2013
Certified Employment Group 2007 - 2009
Fremont Investment Advisors 2001 - 2007
Fremont Investment Advisors 1999 - 2001
Fremont Investment Advisors 1997 - 1999
Skills
Administrative Support, Business Meetings, Confidentiality, Office Administration, Administrative Duties, Office Management, Typing, Administrative..., Administrative Work, Mutual Funds, Teamwork, Outlook, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
California State University-Fullerton
BA, Political Science, English
San Francisco State University
International Relations
The Fremont Group March 2014 - Present
Nestle Dreyer's Ice Cream 2010 - 2013
Certified Employment Group 2007 - 2009
Fremont Investment Advisors 2001 - 2007
Fremont Investment Advisors 1999 - 2001
Fremont Investment Advisors 1997 - 1999
Skills
Administrative Support, Business Meetings, Confidentiality, Office Administration, Administrative Duties, Office Management, Typing, Administrative..., Administrative Work, Mutual Funds, Teamwork, Outlook, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
California State University-Fullerton
BA, Political Science, English
San Francisco State University
International Relations
Samuel Hensley's Fremont Investment Advisors Experience August 2002 - March 2003
Job
Industry Investment Management
Experience
Imagine Capital Management August 2007 - November 2008
Thomas Weisel Asset Management October 2004 - July 2007
Thomas Weisel Asset Management March 2003 - September 2004
Fremont Investment Advisors August 2002 - March 2003
Shott Capital Management August 2000 - December 2001
Education
Golden Gate University
Master of Science, Finance
Santa Clara University
Bachelor of Science, Finance
Imagine Capital Management August 2007 - November 2008
Thomas Weisel Asset Management October 2004 - July 2007
Thomas Weisel Asset Management March 2003 - September 2004
Fremont Investment Advisors August 2002 - March 2003
Shott Capital Management August 2000 - December 2001
Education
Golden Gate University
Master of Science, Finance
Santa Clara University
Bachelor of Science, Finance
Amy Francisco's Fremont Investment Advisors Experience July 2004 - January 2005
Job
Industry Investment Management
Experience
RS Investments May 2008 - June 2015
Goldman Sachs January 2005 - April 2008
Fremont Investment Advisors July 2004 - January 2005
Wentworth Hauser and Violich February 2003 - July 2004
Montgomery Asset Management August 1998 - February 2003
NASD Regulation, Inc. February 1992 - August 1998
Skills
Asset Management, Hedge Funds, Equities, Investments, Financial Analysis, Accounts Payable, Microsoft Excel, Bloomberg, Capital Markets, Mutual Funds, Microsoft Word, Management, Fixed Income, Finance
Education
City College of San Francisco
Associate's degree, Word Processing
RS Investments May 2008 - June 2015
Goldman Sachs January 2005 - April 2008
Fremont Investment Advisors July 2004 - January 2005
Wentworth Hauser and Violich February 2003 - July 2004
Montgomery Asset Management August 1998 - February 2003
NASD Regulation, Inc. February 1992 - August 1998
Skills
Asset Management, Hedge Funds, Equities, Investments, Financial Analysis, Accounts Payable, Microsoft Excel, Bloomberg, Capital Markets, Mutual Funds, Microsoft Word, Management, Fixed Income, Finance
Education
City College of San Francisco
Associate's degree, Word Processing