TOWNELEY CAPITAL MANAGEMENT - Key Persons
For 30 years, Ms. Ramos has served as the trusted overseer of daily operations for the Towneley east coast office. She acts as liaison, ensuring consistency and continuous communication and follow-through between the two company locations.
Job Titles:
- CFP®, CRPC®Portfolio Manager
Job Titles:
- Admin
- CFP®Vice President, Investment Services
Mr. Garrett has provided expertise in research and administration to Towneley since 2001. He oversees all investment services including portfolio management and administration, performance measurement, trading and research, while leading all company research related to global equity and fixed income mutual funds. Assisting Towneley's institutional and individual clients to thrive, make a difference and realize lasting impact, Mr. Garrett conducts both client-specific and broad-based analyses, contributing to Towneley's sophisticated investment strategies and services. He serves as Towneley's liaison to an array of mutual fund companies, a role broadening his already-expert understanding of the various funds and fund managers. As a CERTIFIED FINANCIAL PLANNER™ certificant, Mr. Garrett is an active member of the Financial Planning Association, Orange County Chapter. He earned his M.A. at California State University, Fullerton.
Job Titles:
- Admin
- CFP® Portfolio Manager, Client Service
As a CERTIFIED FINANCIAL PLANNER™ certificant, Ms. Haynes has expertly managed client portfolios for Towneley since 1990, helping clients thrive, make a difference and realize a lasting impact. For the firm's institutional clients, she provides invaluable institutional memory, lending solid consistency in an environment where board members serve specified terms. Ms. Haynes attended the University of La Verne and the University of California, Irvine and earned a certificate from MTI Business College. She is a member of the Financial Planning Association and remains active in its Orange County Chapter.
Job Titles:
- Client Service Specialist
Job Titles:
- CFP® Portfolio Manager, Client Service
Job Titles:
- CFP®, CAIA Portfolio Manager, Client Service
Mr. Standish has over 30 years of institutional and private wealth management experience. He joined Towneley in 2019 as a lead advisor, collaborating with the team in all aspects of portfolio management, financial planning, client servicing, and business development. His extensive experience in the wealth management and banking industry brings a broad perspective when developing solutions for the complexities of personal, business, and family finances. He specializes in advanced investment analysis and applies his knowledge and skills in delivering Towneley's investment advice to our clients. Prior to joining Towneley, he provided holistic investment management to high net worth families, foundations and endowments at firms such as Macquarie Asset Management, Morgan Stanley and Union Bank.
Job Titles:
- Admin
- CFP®, AIFA®Director of Fiduciary Services
Joining Towneley in 2001, Ms. Clarke oversees the firm's fiduciary services and serves as lead developer and implementer of Towneley's Fiduciary Edge Program™ for investment stewards. With a goal of assisting clients to thrive, make a difference and realize a lasting impact, Ms. Clarke offers expert counsel on a wide range of financial planning issues while also managing the company's regulatory compliance. A CERTIFIED FINANCIAL PLANNER™ certificant since 2005, she earned her J. D. at the University of California, Davis following an undergraduate degree from Occidental College. Ms. Clarke is an Accredited Investment Fiduciary Analyst™ (AIFA®) designee, and is an active member of the Orange County Chapter of the Financial Planning Association.
As a Certified Investment Management Analyst® designee, Ms. Childers applies her advanced training in financial theory and practical knowledge to the benefit of Towneley clients. Performing detailed portfolio analysis, she utilizes her natural curiosity and appreciation for numbers, statistics and risk management. With Towneley since 2005, Ms. Childers also has a special talent for developing, implementing and refining analytical frameworks. She is a graduate from the mathematics department at California State University, Long Beach and is a member of the Investment and Wealth Institute.
Mrs. Swift brings a wide range of talents to her dual role as strategic assistant to Towneley president, Tracy Kuntz, and as the company's innovation and strategic manager. She specializes in applying high level organizational, problem-solving and marketing skills toward the consistent success of the Towneley brand. Mrs. Swift earned her B.S. in marketing from the University of Phoenix. She joined Towneley in 2017.
Job Titles:
- Director of Research, Portfolio Strategist
- Portfolio Strategist and Director of Research
With years of experience in statistics and finance, Ms. Li contributes to the firm's portfolio management the all-important science incorporated in Towneley's goal of helping clients realize financial vitality. She serves as the company specialist in international equity analysis and quantitative global asset allocation strategy development. With Towneley since 2002, Ms. Li's background includes international banking, currency trading, and risk management for Taiwanese firms. She has also served as research analyst in emerging markets equities for Newgate LLP. Ms. Li earned her M.S. in statistics at the University of Toronto followed by an M.B.A. in finance and international business at New York University's Stern School. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Shu Chin Li, M.S., M.B.A., CFA®Director of Research, Portfolio Strategist
Job Titles:
- Admin
- CFP®President, Board Member
Helping organizations and individuals thrive, make a difference, and realize lasting impact has been Ms. Kuntz's focus since joining Towneley nearly 35 years ago. A CERTIFIED FINANCIAL PLANNER™ certificant for over 20 years, she manages company operations including all client portfolios, compliance issues and marketing activities. Ms. Kuntz is known by Towneley's institutional clients for her expertise in fiduciary solutions and for strategizing the growth and development of director boards. Her keen interest in stewardship has also benefitted local nonprofit organizations where she has served as a board member. Ms. Kuntz is an active member of the Financial Planning Association, Orange County Chapter, as well as a member of the TD Ameritrade Institutional President's Council. This body of independent investment advisors counsels TD Ameritrade Institutional on issues relevant to the independent advisor fraternity. Ms. Kuntz earned her undergraduate degree from the University of Southern California and an M.B.A. from the University of California, Irvine.
Job Titles:
- Admin
- Chairman
- Founder
- Member of the Board
Prior to founding Towneley in 1971, Dr. McCain was an assistant professor of finance at Columbia University's Graduate School of Business Administration. He earned a B.B.A. from the University of Michigan, an M.B.A. from Columbia University and an M.A. and Ph.D. from Stanford University. He is the founder and former chairman of Eclipse Financial Asset Trust and a former senior managing director of New York Life Investment Management, LLC. He has also served as a director of two insurance companies, one industrial company and several mutual funds. He is a past public governor and independent director of the PCX Stock & Options Exchange, PCX Equities, NYSE Arca, Inc. and the NYSE Arca Equities, Inc. Dr. McCain holds the Chartered Financial Analyst® designation.