Mr. Park joined Santa Barbara Asset Management in 2011. Prior to joining Santa Barbara, Mr. Park was an Equity Analyst at HighMark Capital Management, focusing on consumer, technology, telecom and industrials. Preceding this, he held several positions in finance and transactions as a Manager for M&A Transaction Support at Ernst & Young, Senior Analyst at Move, Inc. and as a Senior Associate at PricewaterhouseCoopers. Mr. Park received a B.A. from the University of California, Los Angeles and an MBA from New York University, Leonard N. Stern School of Business. Mr. Park holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Mr. Brunette joined Santa Barbara Asset Management in 2002. Prior to joining Santa Barbara, Mr. Brunette was a Research Analyst at Peritus Asset Management analyzing corporate fixed income securities across all sectors. Mr. Brunette received a B.A. in Economics & Business from Westmont College and an MBA with an emphasis in Finance from California Lutheran University.
Mr. Jovanovic joined Santa Barbara Asset Management in 2014. Prior to joining Santa Barbara, Mr. Jovanovic was an Equity Analyst at HighMark Capital Management, focusing on energy, industrials, materials, technology, auto and auto parts and utilities. Preceding this, he held positions in sell-side research and private equity as a Research Associate at Wedbush Morgan Securities as well as an Associate at Pegasus Capital Group. Before starting his career in research and investments, he led a business development team as a Chief Applications Engineer at DiCon Fiberoptics. Mr. Jovanovic received a B.S. in Electrical Engineering from Brown University, an MBA from UCLA Anderson School of Management, and received his ALM in Sustainability and Environmental Management from Harvard University DCE.
Mr. Prier joined Santa Barbara Asset Management in 2015. Prior to joining Santa Barbara, Mr. Prier was an Equity Research Associate at Oppenheimer & Company covering the Medical Devices sector. Preceding this, he worked as an internet and media Equity Research Associate at Roth Capital Partners. Mr. Prier received a B.A. in Economics and Business, with an emphasis in Finance, from Concordia University Irvine. Mr. Prier holds the CFA Institute Chartered Financial Analyst designation.
Ms. Mahan joined Santa Barbara Asset Management in 2017. Prior to joining Santa Barbara, Ms. Mahan was an Analyst at PennyMac Financial Services, Inc. supporting the growth of the correspondent group. Preceding this, she worked as an Associate Analyst covering technology, media and telecommunications sectors at Relational Investors, LLC. Ms. Mahan received a B.A. in Economics from University of California, Berkeley.
Prior to joining Nuveen in 2008, Mr. Mizrachi spent almost 9 years with Neuberger Berman/Lehman Brothers, ultimately serving as Deputy General Counsel for Neuberger Berman. Before that, Mr. Mizrachi worked at Goldman Sachs Asset Management, Singer Zamansky, LLP and the National Association of Securities Dealers, holding various senior legal and compliance positions. Mr. Mizrachi received his B.A. in Accounting from Queens College, and received his J.D. from St. Johns University School of Law. He is a member of various investment management industry trade associations and the State Bar of New York.
Prior to joining Nuveen in 2010, Ms. Iudice was the CCO of the Fixed Income, Cash and Currency Group at BNY Mellon Asset Management. Previously, Ms. Iudice held simultaneous CCO and compliance advisory roles at the Robeco Group's U.S. and non-U.S. registered affiliates. Before that, Ms. Iudice was a partner at Boston Partners Asset Management, LLC, serving as the firm's CCO until its acquisition by Robeco. Ms. Iudice also served as a Vice President of Fixed Income and Equity Operations/Administration at The Boston Company Asset Management. Ms. Iudice is a summa cum laude graduate of Northeastern University, University College, and holds a BS in business administration. She is a member of the National Society of Compliance Professionals, serves as the Vice President of the Southern California Compliance Group, and is an occasional speaker at industry conferences.
**Shared service resource
Mr. Perry joined Santa Barbara Asset Management in 2004. Most recently, Mr. Perry worked as a Research Associate for Santa Barbara. Prior to that he was a Junior Portfolio Advisor, focusing on portfolio analytics, supporting the marketing and client service team. Mr. Perry received a B.A. in Business Economics from the University of California, Santa Barbara and an MBA in Finance from the University of California, Berkeley’s Haas School of Business. He has earned the Certification in Investment Performance Measurement.
Mr. Erway joined Santa Barbara Asset Management in 2017. Prior to joining Santa Barbara, Mr. Erway was the Director of Institutional Sales at Zacks Investment Management. Mr. Erway received a B.A. in Communications from Purdue University and an MBA from the University of North Carolina at Chapel Hill – Kenan-Flagler Business School. Mr. Erway holds the Chartered Financial Analyst designation and is a Certified Financial Planner™ professional.
Mr. Lamson joined Santa Barbara Asset Management in 2013. Prior to joining Santa Barbara, Mr. Lamson worked for Nuveen Global Operations for five years, focusing on Client Service and Risk Management. Mr. Lamson received a B.A. from Dickinson College and an MBA in Finance from Loyola University Chicago. Mr. Lamson passed Level I of the CFA examination in 2018.
Ms. Ormont joined Santa Barbara Asset Management in 2014. Prior to joining Santa Barbara, Ms. Ormont worked at Janus Capital Group as Senior Marketing Project Manager. Preceding this, she worked at Nuveen Investments supporting marketing material creation across the managed account, mutual fund, and offshore UCITS product lines for Nuveen’s affiliated investment advisers. Ms. Ormont received a B.S. in Marketing from the University of Missouri, Columbia and an MBA in Marketing from the University of Kansas.
Ms. Naar joined Santa Barbara Asset Management in 2014. Prior to joining Santa Barbara, Ms. Naar served as a C-level executive assistant for several financial and trading firms, and most recently for the CEO and founder of Royalty Pharma in New York City.
Mr. Camacho joined Santa Barbara Asset Management in 2007. Prior to joining Santa Barbara, Mr. Camacho was a senior trader on the Clipper Fund for Pacific Financial Research. Preceding this, he was a Senior Securities Accountant at SunAmerica and an Internal Auditor for Ticor Title. Mr. Camacho received a B.S. in Finance/Business Economics at the University of Southern California.
Mr. Amundson joined Santa Barbara Asset Management in 2012. Prior to joining Santa Barbara, Mr. Amundson was a Senior Trader for Parametric Portfolio Associates trading global equities and currencies for multiple tax advantaged index strategies. Preceding this, he held a position in the Portfolio Accounting group at Parametric. Mr. Amundson received a B.A. in Economics from the University of Washington.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Singular Focus. Unwavering Approach. Compelling Results.*