Senior Vice President & Chief Investment Officer
Jan 2000 - Oct 2005
Bank of the West, Los Angeles, CA
- Chief Investment Officer for the 25th largest bank in the United States.
- Supervised staff of 20-25 investment, research, compliance and operations professionals.
- Responsible for more than $3 billion in assets under management covering more than 2,000 separate accounts including individuals, endowments, foundations, trusts and mutual funds.
- Sole management responsibility for the Bank’s in-house defined benefit pension plan.
- Simultaneous to the Bank CIO position, served as President and CEO of the Bank’s wholly-owned investment management subsidiary, Eureka Investment Advisors.
- Governed all aspects of the Bank’s proprietary family of mutual funds, the Eureka Funds. Fund family included equity fixed income, global and money market funds.