Kenneth R. Hyman, founder and visionary of Partnervest Financial Group, is responsible for the direction and oversight of its business, financial, and operational affairs.
Prior to establishing Partnervest, he was the Senior Executive and Financial Officer for Integral Securities, Inc. (Predecessor of Partnervest Securities Inc.) and Integral Securities Europe Ltd. the regulated entities of software developer Integral Development Corp. (IDC). He was also the President and Sole-Proprietor of Partnervest, a financial services consulting firm specializing in operations, e-commerce, financial operations, compliance and regulatory issues, product and service development, and business strategies.
Prior to Partnervest and Integral, Mr. Hyman was the Managing Principal and Chief Operating Officer of Mercer Global Securities and the Director of Operations for Mercer Global Advisors, one of the nation’s largest fee-only financial planning and investment management firms. He was also the Vice-President of Trading for Associated Financial Group, a financial services company providing support to more than 328 representatives in over 179 branch and satellite offices.
Mr. Hyman received a Bachelor of Science Degree in Economics/ Business Administration from the University of Arizona in 1984, is a FINRA District 2 Committee Member, and serves as a member of the FINRA Board of Arbitrators. He is a member of the CEO Founders Leadership Group, Santa Barbara Executive Roundtable and Business Alliance, and Santa Barbara Business Leaders. He is licensed as a Financial Operations Principal, a General Securities Principal, a Municipal Securities Principal, an Options Principal, and a General Securities Representative.
Timothy J. Mahota is responsible for compliance at Partnervest.
He was General Counsel and Chief Compliance Officer for Integral Securities, Inc. (Predecessor of Partnervest Securities Inc.) and Integral Securities Europe Ltd., and currently serves as General Counsel to software developer Integral Development Corp. (IDC). Mr. Mahota provides comprehensive legal advice concerning contract, compliance, intellectual property, employment, corporate governance, ERISA, and sales and marketing issues.
Prior to joining Integral and Partnervest, he was General Counsel and Chief Compliance Officer for Mercer Global Advisors and Mercer Global Securities, one of the nations largest fee-only financial planning and investment management firms, and he was an Enforcement Attorney with the U.S. Securities and Exchange Commission.
Mr. Mahota holds a bachelors degree in economics and philosophy from John Carroll University, earned his Juris Doctor from Ohio State University College of Law, and obtained a Masters of Law from Georgetown University specializing in investment regulation, as well as a Diploma in Capital Markets Regulation and Compliance from the University of Reading in England. He is a member of the bar in California, Ohio and the District of Columbia, was chairman of the National Labor and Employment Law and ERISA committees for the Association of Corporate Counsel , and served during the Clinton and Bush Administrations on the ERISA Advisory Council to the U.S. Department of Labor. He is licensed as a General Securities Principal, a Municipal Securities Principal, an Options Principal, and a General Securities Representative.
Marcy Burton is responsible for all Sales, Marketing, and Business Development activities of Partnervest Financial Group and its affiliated companies. Marcy is a recognized expert in new product development, marketing and distribution through the independent financial planner network. She has over twenty years of executive experience building and managing effective sales teams with growing companies.
As an accomplished public speaker, she has extensive experience in designing, and delivering effective seminars and workshops for the individual planner and their clients. A graduate from University of Texas, with a Masters in Business and Organizational Psychology, she began her career at Merrill Lynch and has served as Director of Sales and Sr. Regional Vice President for Axa Financial, LLC , Fred Alger Management, Van Eck Global Inc. and Cigna Financial Services.
Jim brings a wealth of investment management experience to Partnervest, having spent 21 years in the asset management industry. He specializes in alternative assets, particularly hedged and absolute return strategies.
A 1988 graduate of UC Santa Barbara, Jim honed his knowledge of hedged strategies as a trader at Kayne, Anderson in Los Angeles. In 1991, he became a partner and head trader at Strome & Co. in Santa Monica. In addition, he helped manage $25 million for George Soros’ Quasar Fund. Management expertise coupled with opportunistic investing across a broad spectrum of global markets enabled the fund to grow its assets from $50 million to more than $1.1 billion by the end of 1994.
Relocating to Santa Barbara, Jim managed $250 million for the Trust & Investment division at Pacific Capital Bancorp, covering high net worth and institutional clients. In 2003 he helped develop and manage a quantitative multi-strategy hedge fund for the Santa Barbara Market Neutral Fund. He joined Partnervest in July, 2008, and launched the Structured Target Return program shortly thereafter.
Jim enjoys volunteering in the classroom and on the soccer fields, as well as spending time outdoors and in the ocean. He lives with his wife and four children in the Mission Canyon area of Santa Barbara.
Gunnar Sundstrom is the Chief Financial Officer of Partnervest Financial Group and its affiliated companies. He is responsible for the day-to-day accounting and financial activities of the firm. He also provides direct support for the Business Operations and Compliance groups at Partnervest.
Prior to joining Partnervest, he was Vice President Controller at Mentor Corporation, where he spearheaded efforts to develop sales & financial analysis systems and implement manufacturing control systems. Other prior experiences include positions of VP Operations & Controller at Gold Crest, Inc., Chief Financial Officer at The Plastic Surgery Company, a Senior Manager position at Ernst & Young and a Manager position at Deloitte & Touche.
Mr. Sundstrom graduated from Fairleigh Dickinson University with a BS and an MBA in Accounting.
Carolyn S. Bishop is responsible for Advanced Advice and Financial Planning and Life Planning Programs of Partnervest Financial Group and its affiliated companies. Prior to joining Partnervest, Ms. Bishop was owner of Omni Financial Advisory Services, a full-service, fee-based financial planning and consulting firm. With 20 years in the practice, her expertise includes portfolio development and design, retirement planning, insurance, estate planning, cash management, charitable trusts and foundations, business continuation, fringe benefits and income tax planning.
Ms. Bishop has served as an advisor for the USA Today Personal Finance Hotline, speaker for local and national organizations and is former president of the Ventura County chapter of the Financial Planning Association. She has also served on the Board of Directors of two international non-profit organizations and currently is on the Board of Directors of the New West Symphony of Ventura County, CA. As a top ranked international basketball referee, Ms. Bishop has officiated the United States Olympic try-outs and the World University Games in Japan and Croatia. She has also lectured on sportsmanship and ethics for the National Collegiate Athletic Association at Pepperdine University.
Ms. Bishop has earned undergraduate and master degrees from Michigan State University and achieved the Certified Financial Planner designation. She is licensed as a life and health insurance agent, General Securities Representative and Uniform Investment Advisor.
Tony has conducted business in the financial services industry for the past 30 years. As a Senior Financial Advisor and Consultant for Partnervest Financial Group LLC, he specializes in retirement planning, develop 401K plans for corporations and wealth management strategies for professionals and entrepreneurs.
Prior to joining Partnervest, Tony was a Senior Vice President-Investments, Senior Portfolio Manager and Financial Planning Specialist for Smith Barney. He assisted businesses and private clients with wealth planning strategies while specializing in retirement planning. He earned the distinction of being one of only 3% of brokers who went on to become Senior Portfolio Managers within the financial industry.
Tony’s major emphasis is to help people meet their lifetime financial goals. Integrity, character and authenticity are words which best describe how he conducts business.
As National Relationship Manager for Partnervest Advisory Services LLC, Josh is responsible for the strategic leadership and management for the distribution of the Partnervest STAR™ Asset Management Platform. His business direction and sales leadership initiatives are focused on delivering world-class business planning, value-added sales support and training, new product and platform development and effective advisor relationship programs.
Josh began his career over ten years ago and has served as Regional Vice President and Product Specialist for John Hancock Life Insurance Company and Oppenheimer Funds. Josh is a Santa Barbara native and a graduate of California State University at Northridge with a B.A. in Sociology.
Edward A. Bondy has spent over thirty years advising institutions and individual investors with portfolio strategies. His clients are located throughout the West from Seattle to San Diego. His practice encompasses investment management, wealth preservation strategies, retirement income distribution, estate and tax planning.
Ed is a 1980 graduate of the University of San Diego with a major in Business Administration. He is an active member of the Financial Planning Association, NAPFA and IARFC. He holds the FINRA series 7, 24, 63 & 65 licenses and is qualified to offer Insurance in most states.
In his spare time Ed supports the local community as an Honorary Deputy Sheriff for San Diego County and a member of the U. S. Sail and Power Squadrons. He lives with his wife Cheryl and loyal Golden Retriever Bailey in Carlsbad by the Sea. He has a son, Will who lives in Seattle. In his spare time Ed enjoys boating, skiing and travel.
Janice Dunn, CFP Relationship Manager jdunn@partnervest.com Janice has over 10 years experience in the financial industry. She is a Certified Financial Planner and adheres to the highest ethical standards and follows a defined set of steps in the creation and implementation of financial plans. Janice has a creative and innovative mind and enjoys thinking and developing the most effective financial plans collaboratively with her clients.
Janice brings her expertise to Partnervest as a Relationship Manager servicing Northern California and Nevada. She is responsible for the sales and distribution of the Partnervest Advisory Platform including the STAR™ Investment Management Program.
Janice grew up in Beaverton Oregon and graduated from University of Oregon in Eugene. She loves good music, food, wine and enjoys the outdoors from snowboarding to camping.
Russ Cole works with independent financial professionals, registered investment advisors and financial institutions interested in the Partnervest Advisory Platform in the Pacific Northwest. A life-long native to Washington State, Russ received his BA in Business Administration with concentrations in Finance and Economics from Eastern Washington University. Before joining Partnervest, Russ was a Regional Vice President for John Hancock Life Insurance Company, as well as, a financial advisor for Merrill Lynch and a product specialist for the loan division of a local bank. He currently resides in Seattle, WA.
Jason has over 12 years experience in the financial industry. He began his career as a Financial Advisor for Morgan Stanley and slowly transitioned to the role of Wholesaler for such firms as VALIC Retirement Services and Meeder Financial. He also served as Advisory Services Manger for NEXT Financial Group, focusing on the development and sales of an open architecture UMA platform.
Jason brings his expertise to Partnervest as a Relationship Manager servicing Texas, Oklahoma and Louisiana. He is responsible for the sales and distribution of the Partnervest Advisory Platform including the STAR™ Investment Management Program.
Jason is a graduate of Baylor University with a major in Financial Planning. He holds the FINRA series 7, 63 & 65 licenses and is qualified to offer Insurance in Texas.
He currently resides in Houston with his wife, Alyssa and son, Landon. He enjoys golfing and spending time with his family at the beach in his free time.
Mary-Lyn joined Partnervest in 2005 as a Marketing Associate. She is responsible for Fixed Insurance contracting for advisors and Corporate contracting and licensing. She also assists in Marketing and Sales and the coordination of our annual conference.
Tina Mahota is a member of the Compliance team. As with all compliance team members, Tina’s primary responsibility is to keep Partnervest Advisory Services, including investment advisor representatives’ practices, working within the regulations that govern the advisory business. Tina is available to work directly with investment advisor representatives to keep their practices in compliance (e.g., reviewing marketing and advertising materials, assisting with required disclosures, etc.)
Ms. Coyne is responsible for overseeing corporate back-office operations. Prior to joining Partnervest, Ellen was Vice President, Branch Operations Manager with Morgan Stanley. She began her career in the industry in 1992 as a Financial Advisor, then for 7 years Ellen represented Southern California as a Marketing Representative conducting client seminars and working with Financial Advisors throughout Southern California. Ellen holds a Series 7, 24, 63, 65, 10, and Insurance licenses and has a BS in Management from Golden Gate University.
Angie joined Partnervest in 2005. She is responsible for commission accounting, advisor registration and accounts payable/receivable. She is also our general office coordinator.
Rebecca joined Partnervest in 2007 and since her arrival has helped manage client accounts regarding initial investments and rebalance trading. She is knowledgeable in all strategies including STAR II models, STAR III Vega and STAR III Alpha. She works directly with advisors to help guide the clients to better understand the strategies implemented in their accounts. Rebecca also works directly with Jim Herrell to manage, enhance and reinforce management of the STAR Program.
Lisa joined Partnervest in 2010. She is responsible for trading, portfolio allocation and serves as a relationship manager. She has worked in the financial industry since 1999. She is a graduate of Bucknell University with a Bachelor of Science in Business Administration. She holds Series 7, 65 & 63 licenses. Prior to joining Partnervest, she was a Fixed Income Portfolio Manager with Franklin Street Partners and a Senior Associate with Lazard Freres Asset Management in New York. Lisa also has expertise as a Defined Contribution Analyst for PricewaterhouseCoopers.
Leadership
Executive Management
President and Chief Executive Officer
khyman@partnervest.com
Kenneth R. Hyman, founder and visionary of Partnervest Financial Group, is responsible for the direction and oversight of its business, financial, and operational affairs.
Prior to establishing Partnervest, he was the Senior Executive and Financial Officer for Integral Securities, Inc. (Predecessor of Partnervest Securities Inc.) and Integral Securities Europe Ltd. the regulated entities of software developer Integral Development Corp. (IDC). He was also the President and Sole-Proprietor of Partnervest, a financial services consulting firm specializing in operations, e-commerce, financial operations, compliance and regulatory issues, product and service development, and business strategies.
Prior to Partnervest and Integral, Mr. Hyman was the Managing Principal and Chief Operating Officer of Mercer Global Securities and the Director of Operations for Mercer Global Advisors, one of the nation’s largest fee-only financial planning and investment management firms. He was also the Vice-President of Trading for Associated Financial Group, a financial services company providing support to more than 328 representatives in over 179 branch and satellite offices.
Mr. Hyman received a Bachelor of Science Degree in Economics/ Business Administration from the University of Arizona in 1984, is a FINRA District 2 Committee Member, and serves as a member of the FINRA Board of Arbitrators. He is a member of the CEO Founders Leadership Group, Santa Barbara Executive Roundtable and Business Alliance, and Santa Barbara Business Leaders. He is licensed as a Financial Operations Principal, a General Securities Principal, a Municipal Securities Principal, an Options Principal, and a General Securities Representative.
Chief Compliance Officer
tmahota@partnervest.com
Timothy J. Mahota is responsible for compliance at Partnervest.
He was General Counsel and Chief Compliance Officer for Integral Securities, Inc. (Predecessor of Partnervest Securities Inc.) and Integral Securities Europe Ltd., and currently serves as General Counsel to software developer Integral Development Corp. (IDC). Mr. Mahota provides comprehensive legal advice concerning contract, compliance, intellectual property, employment, corporate governance, ERISA, and sales and marketing issues.
Prior to joining Integral and Partnervest, he was General Counsel and Chief Compliance Officer for Mercer Global Advisors and Mercer Global Securities, one of the nations largest fee-only financial planning and investment management firms, and he was an Enforcement Attorney with the U.S. Securities and Exchange Commission.
Mr. Mahota holds a bachelors degree in economics and philosophy from John Carroll University, earned his Juris Doctor from Ohio State University College of Law, and obtained a Masters of Law from Georgetown University specializing in investment regulation, as well as a Diploma in Capital Markets Regulation and Compliance from the University of Reading in England. He is a member of the bar in California, Ohio and the District of Columbia, was chairman of the National Labor and Employment Law and ERISA committees for the Association of Corporate Counsel , and served during the Clinton and Bush Administrations on the ERISA Advisory Council to the U.S. Department of Labor. He is licensed as a General Securities Principal, a Municipal Securities Principal, an Options Principal, and a General Securities Representative.
Chief Marketing Officer
mburton@partnervest.com
Marcy Burton is responsible for all Sales, Marketing, and Business Development activities of Partnervest Financial Group and its affiliated companies. Marcy is a recognized expert in new product development, marketing and distribution through the independent financial planner network. She has over twenty years of executive experience building and managing effective sales teams with growing companies.
As an accomplished public speaker, she has extensive experience in designing, and delivering effective seminars and workshops for the individual planner and their clients. A graduate from University of Texas, with a Masters in Business and Organizational Psychology, she began her career at Merrill Lynch and has served as Director of Sales and Sr. Regional Vice President for Axa Financial, LLC , Fred Alger Management, Van Eck Global Inc. and Cigna Financial Services.
Director of Investments
jherrell@partnervest.com
Jim brings a wealth of investment management experience to Partnervest, having spent 21 years in the asset management industry. He specializes in alternative assets, particularly hedged and absolute return strategies.
A 1988 graduate of UC Santa Barbara, Jim honed his knowledge of hedged strategies as a trader at Kayne, Anderson in Los Angeles. In 1991, he became a partner and head trader at Strome & Co. in Santa Monica. In addition, he helped manage $25 million for George Soros’ Quasar Fund. Management expertise coupled with opportunistic investing across a broad spectrum of global markets enabled the fund to grow its assets from $50 million to more than $1.1 billion by the end of 1994.
Relocating to Santa Barbara, Jim managed $250 million for the Trust & Investment division at Pacific Capital Bancorp, covering high net worth and institutional clients. In 2003 he helped develop and manage a quantitative multi-strategy hedge fund for the Santa Barbara Market Neutral Fund. He joined Partnervest in July, 2008, and launched the Structured Target Return program shortly thereafter.
Jim enjoys volunteering in the classroom and on the soccer fields, as well as spending time outdoors and in the ocean. He lives with his wife and four children in the Mission Canyon area of Santa Barbara.
Chief Financial Officer
gsundstrom@partnervest.com
Gunnar Sundstrom is the Chief Financial Officer of Partnervest Financial Group and its affiliated companies. He is responsible for the day-to-day accounting and financial activities of the firm. He also provides direct support for the Business Operations and Compliance groups at Partnervest.
Prior to joining Partnervest, he was Vice President Controller at Mentor Corporation, where he spearheaded efforts to develop sales & financial analysis systems and implement manufacturing control systems. Other prior experiences include positions of VP Operations & Controller at Gold Crest, Inc., Chief Financial Officer at The Plastic Surgery Company, a Senior Manager position at Ernst & Young and a Manager position at Deloitte & Touche.
Mr. Sundstrom graduated from Fairleigh Dickinson University with a BS and an MBA in Accounting.
Corporate Advisors
Director of Financial Planning
cbishop@partnervest.com
Carolyn S. Bishop is responsible for Advanced Advice and Financial Planning and Life Planning Programs of Partnervest Financial Group and its affiliated companies. Prior to joining Partnervest, Ms. Bishop was owner of Omni Financial Advisory Services, a full-service, fee-based financial planning and consulting firm. With 20 years in the practice, her expertise includes portfolio development and design, retirement planning, insurance, estate planning, cash management, charitable trusts and foundations, business continuation, fringe benefits and income tax planning.
Ms. Bishop has served as an advisor for the USA Today Personal Finance Hotline, speaker for local and national organizations and is former president of the Ventura County chapter of the Financial Planning Association. She has also served on the Board of Directors of two international non-profit organizations and currently is on the Board of Directors of the New West Symphony of Ventura County, CA. As a top ranked international basketball referee, Ms. Bishop has officiated the United States Olympic try-outs and the World University Games in Japan and Croatia. She has also lectured on sportsmanship and ethics for the National Collegiate Athletic Association at Pepperdine University.
Ms. Bishop has earned undergraduate and master degrees from Michigan State University and achieved the Certified Financial Planner designation. She is licensed as a life and health insurance agent, General Securities Representative and Uniform Investment Advisor.
Tony Purpero
Advisor
Senior Financial Officer
tpurpero@partnervest.com
Tony has conducted business in the financial services industry for the past 30 years. As a Senior Financial Advisor and Consultant for Partnervest Financial Group LLC, he specializes in retirement planning, develop 401K plans for corporations and wealth management strategies for professionals and entrepreneurs.
Prior to joining Partnervest, Tony was a Senior Vice President-Investments, Senior Portfolio Manager and Financial Planning Specialist for Smith Barney. He assisted businesses and private clients with wealth planning strategies while specializing in retirement planning. He earned the distinction of being one of only 3% of brokers who went on to become Senior Portfolio Managers within the financial industry.
Tony’s major emphasis is to help people meet their lifetime financial goals. Integrity, character and authenticity are words which best describe how he conducts business.
Sales & Marketing
National Relationship Manager
jshapiro@partnervest.com
As National Relationship Manager for Partnervest Advisory Services LLC, Josh is responsible for the strategic leadership and management for the distribution of the Partnervest STAR™ Asset Management Platform. His business direction and sales leadership initiatives are focused on delivering world-class business planning, value-added sales support and training, new product and platform development and effective advisor relationship programs.
Josh began his career over ten years ago and has served as Regional Vice President and Product Specialist for John Hancock Life Insurance Company and Oppenheimer Funds. Josh is a Santa Barbara native and a graduate of California State University at Northridge with a B.A. in Sociology.
Edward A. Bondy
Relationship Manager
ebondy@partnervest.com
Edward A. Bondy has spent over thirty years advising institutions and individual investors with portfolio strategies. His clients are located throughout the West from Seattle to San Diego. His practice encompasses investment management, wealth preservation strategies, retirement income distribution, estate and tax planning.
Ed is a 1980 graduate of the University of San Diego with a major in Business Administration. He is an active member of the Financial Planning Association, NAPFA and IARFC. He holds the FINRA series 7, 24, 63 & 65 licenses and is qualified to offer Insurance in most states.
In his spare time Ed supports the local community as an Honorary Deputy Sheriff for San Diego County and a member of the U. S. Sail and Power Squadrons. He lives with his wife Cheryl and loyal Golden Retriever Bailey in Carlsbad by the Sea. He has a son, Will who lives in Seattle. In his spare time Ed enjoys boating, skiing and travel.
Relationship Manager
jdunn@partnervest.com
Janice has over 10 years experience in the financial industry. She is a Certified Financial Planner and adheres to the highest ethical standards and follows a defined set of steps in the creation and implementation of financial plans. Janice has a creative and innovative mind and enjoys thinking and developing the most effective financial plans collaboratively with her clients.
Janice brings her expertise to Partnervest as a Relationship Manager servicing Northern California and Nevada. She is responsible for the sales and distribution of the Partnervest Advisory Platform including the STAR™ Investment Management Program.
Janice grew up in Beaverton Oregon and graduated from University of Oregon in Eugene. She loves good music, food, wine and enjoys the outdoors from snowboarding to camping.
Relationship Manager
rcole@partnervest.com
Russ Cole works with independent financial professionals, registered investment advisors and financial institutions interested in the Partnervest Advisory Platform in the Pacific Northwest. A life-long native to Washington State, Russ received his BA in Business Administration with concentrations in Finance and Economics from Eastern Washington University. Before joining Partnervest, Russ was a Regional Vice President for John Hancock Life Insurance Company, as well as, a financial advisor for Merrill Lynch and a product specialist for the loan division of a local bank. He currently resides in Seattle, WA.
Relationship Manager
jluksa@partnervest.com
Jason has over 12 years experience in the financial industry. He began his career as a Financial Advisor for Morgan Stanley and slowly transitioned to the role of Wholesaler for such firms as VALIC Retirement Services and Meeder Financial. He also served as Advisory Services Manger for NEXT Financial Group, focusing on the development and sales of an open architecture UMA platform.
Jason brings his expertise to Partnervest as a Relationship Manager servicing Texas, Oklahoma and Louisiana. He is responsible for the sales and distribution of the Partnervest Advisory Platform including the STAR™ Investment Management Program.
Jason is a graduate of Baylor University with a major in Financial Planning. He holds the FINRA series 7, 63 & 65 licenses and is qualified to offer Insurance in Texas.
He currently resides in Houston with his wife, Alyssa and son, Landon. He enjoys golfing and spending time with his family at the beach in his free time.
Marketing Associate
mhyman@partnervest.com
Mary-Lyn joined Partnervest in 2005 as a Marketing Associate. She is responsible for Fixed Insurance contracting for advisors and Corporate contracting and licensing. She also assists in Marketing and Sales and the coordination of our annual conference.
Home Office Team
Compliance Analyst
tinamahota@partnervest.com
Tina Mahota is a member of the Compliance team. As with all compliance team members, Tina’s primary responsibility is to keep Partnervest Advisory Services, including investment advisor representatives’ practices, working within the regulations that govern the advisory business. Tina is available to work directly with investment advisor representatives to keep their practices in compliance (e.g., reviewing marketing and advertising materials, assisting with required disclosures, etc.)
Client Services Implementation Specialist
ecoyne@partnervest.com
Ms. Coyne is responsible for overseeing corporate back-office operations. Prior to joining Partnervest, Ellen was Vice President, Branch Operations Manager with Morgan Stanley. She began her career in the industry in 1992 as a Financial Advisor, then for 7 years Ellen represented Southern California as a Marketing Representative conducting client seminars and working with Financial Advisors throughout Southern California. Ellen holds a Series 7, 24, 63, 65, 10, and Insurance licenses and has a BS in Management from Golden Gate University.
Administrative Manager
achen@partnervest.com
Angie joined Partnervest in 2005. She is responsible for commission accounting, advisor registration and accounts payable/receivable. She is also our general office coordinator.
Associate Portfolio Manager
rvaldez@partnervest.com
Rebecca joined Partnervest in 2007 and since her arrival has helped manage client accounts regarding initial investments and rebalance trading. She is knowledgeable in all strategies including STAR II models, STAR III Vega and STAR III Alpha. She works directly with advisors to help guide the clients to better understand the strategies implemented in their accounts. Rebecca also works directly with Jim Herrell to manage, enhance and reinforce management of the STAR Program.
Systems Developer
jlewis@partnervest.com
John joined Partnervest in October of 2007. He is responsible for Systems Development and Database Administration.
Portfolio Management Specialist
lneff@partnervest.com
Lisa joined Partnervest in 2010. She is responsible for trading, portfolio allocation and serves as a relationship manager. She has worked in the financial industry since 1999. She is a graduate of Bucknell University with a Bachelor of Science in Business Administration. She holds Series 7, 65 & 63 licenses. Prior to joining Partnervest, she was a Fixed Income Portfolio Manager with Franklin Street Partners and a Senior Associate with Lazard Freres Asset Management in New York. Lisa also has expertise as a Defined Contribution Analyst for PricewaterhouseCoopers.