PACWEST FINANCIAL MANAGEMENT, INC. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 108740). Regulatory assets under management: $225.8M.
| Name | Role | Location |
|---|---|---|
| Ying Lee | EXECUTIVE VICE PRESIDENT; PRESIDENT | Concord, MA |
| LAU GRACE | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| KAUFFMAN ELLIOT CRAIG | CHIEF COMPLIANCE OFFICER | — |
| BELL CHRISTINE MARIE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS/COMPLIANCE SPECIALIST | — |
| REIMER JOHN ELDON | INVESTMENT ADVISOR; PORTFOLIO MANAGER/EQUITY RESEARCH | — |
| UNDERWOOD G DAVID | CHIEF INVESTMENT OFFICER; SR. PORTFOLIO MANAGER | — |
| EISENHAUER THERESE MARY | INVESTMENT ADVISOR/COMPLIANCE/DIRECTOR OF FIXED INCOME; PORTFOLIO MANAGER/COMPLIANCE/DIRECTOR OF FIXED INCOME | — |
| HENDERSON MATTHEW JAMES | INVESTMENT ADVISOR/DIRECTOR OF RESEARCH; PORTFOLIO MANAGER/DIRECTOR OF RESEARCH | — |
| LOVE ANNETTE | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/COMPLIANCE SPECIALIST | — |
| CHEN WINNIE WAN-LIN | INVESTMENT ADVISOR | — |
| LUH MAY NA | OPERATIONS MANAGER | — |
| HU JANE YUCHIN | OPERATIONS MANAGER-CA | — |
| PEARL CARTER ALLEN | PORTFOLIO MANAGER | — |