INVESTMENT PARKLANE - Key Persons
Job Titles:
- Chief Investment Officer
- Partner
- Chief Investment Officer at IPL
Brendan serves as the Chief Investment Officer at IPL. He oversees the firm's investment process and the delivery of investment advice to clients and acts as a Senior Wealth Advisor to a select number of clients. Brendan has over 25 years of experience in the investment industry. Prior to IPL, he held the senior level positions of Chief Investment Officer, Sr. Investment Strategist, Sr. Portfolio Manager, Securities Analyst and Bond Trader at some of the world's leading firms such as Blackrock, HSBC Private Bank, Deutsche Bank Private Wealth and Wells Fargo. Brendan has been a go-to media resource on wealth management issues having appeared on CNBC and Bloomberg Television, and is a contributor for outlets including the San Francisco Chronicle, Marin Independent Journal and Houston Chronicle. He holds various insurance and securities licenses series 7, 63 and 65.
Brendan holds a bachelor's degree from Benedictine College. He is currently licensed as an Investment Advisory Representative, Chartered Economist and Chartered Portfolio Manager. Brendan is an active member in his community and church, and currently serves on the board of the James S. Brady Riding Foundation.
Job Titles:
- Operations & Administrative
Evelyn supports the partners of IPL in both an operational and administrative capacity. With her high quality organizational skills and dedicated work ethic, Evelyn consistently provides the tools necessary to achieve company goals and objectives. Prior to IPL, Evelyn worked with the ASUCD Entertainment Council as the Promotions Coordinator, responsible for organizing and implementing marketing and public relations efforts. Evelyn interned at Crocker & Crocker, an outreach and branding firm, assisting project managers with various assignments. Evelyn graduated from the University of California, Davis (B.A., Psychology and Communications) and was a Dean's Honors List Scholar.
Nathaniel directs the IPL Client Services team, working directly with clients to help them successfully navigate the ongoing wealth management process. Nathaniel was an early co-founder of IPL and today serves as a Wealth Advisor for clients, providing comprehensive planning and portfolio management for individual client portfolios. Prior to IPL, Nathaniel spent numerous years with Shearson Lehman and Smith Barney as a Financial Advisor in the Silicon Valley. Nathaniel began his career as an advisor at Sherwood Capital in 1987. He has been a candidate for CFA Level I and has held various insurance and securities licenses including Series 7, 63, 24 and 65. Nathaniel is currently licensed as an Investment Advisory Representative.
Job Titles:
- Managing Partner
- Managing Partner and Wealth Advisor at IPL
Paul serves as managing partner and Wealth Advisor at IPL. He has over 26 years of experience as a leader in the wealth management industry, developing and managing investment advisor businesses that cater to the tech elite in Silicon Valley. Before founding Investment Parklane Ltd LLC (formerly Farallon Advisors LLC), Paul served as a financial advisor at Bear Stearns where he was instrumental in building a team that advised technology executives on financial services. Prior to Bear Stearns, Paul helped establish a West Coast retail advisor business for Josepthal and Company, which later became part of today's Oppenheimer & Company. Paul began his career at Sherwood Capital and has held senior financial advisor roles at Citibank Investment Services. He is currently licensed as an Investment Advisory Representative and has held various insurance and securities licenses series 7, 63, 24 and 65.
Paul holds a Bachelor of Arts degree in politics: econ/law from the University of California, Santa Cruz and advanced course work at University of California , Berkeley. He is a member of the Financial Planning Association (FPA) and The Financial Planning Forum, Inc. (FPF), and serves on the board of trustees for Camp SeaLab.
Troy manages the Marketing and Sales teams for IPL in addition to the staff, as Human Resources Coordinator, in the ongoing daily operations of the firm. As a co-founder of IPL, Troy directs clients to their wealth advisor for planning and advisory needs and individual portfolio construction. Prior to IPL, Troy worked in the Private Client Group of Hotovec, Pomeranz & Co., a San Francisco-based investment bank, and served as Regional Director of Sales and Marketing for 24 Hour Fitness. Troy has held various securities licenses including Series 7, 63, 24 and 65.