Advisory

David (DJ) Douglas

Wealth Management Analyst

Giles R. A. Fox, CFA®

Director of Research

Meghan Ide

Wealth Management Analyst

Peter Keilman, CFA®, CFP®

Senior Portfolio Manager

Darrell Laing, CFP®, ChFC®

Senior Financial Advisor

Kevin McCulley, CFA®, CFP®

Co-President, Chief Investment Officer, Executive Leadership Team

Rachel M. McGuire, CFA®, CFP®

Senior Financial Advisor

Samuel Ogbonna, CFP®, CPWA®

Financial Advisor

Collin J. Schmidt, CFP®

Co-President, Managing Director, Executive Leadership Team

Gary Wagner, JD

Managing Director, Co-Founder

Amy Warrender, CFP®, AEP®

Senior Financial Planner

Operations & Client Service

Jessica Hannon

Client Service Manager

Ricardo Hernandez

Client Service Associate

Allison Jensen

Senior Client Service Associate

Heather Johnson

Senior Client Service Associate

Gloria Lorena

Administrative Assistant

Elisabeth Lounsbury

Director of Operations, Executive Leadership Team

Kara Marsh

Chief Compliance Officer

Rosie Pedraza

Senior Client Service Associate

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Capital Management, LLC is engaged, or continues to be engaged, to provide investment advisory services.

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