I have rejoined my old firm, American Investors Company. Happy to be back!"AIC" is one of the largest privately-owned securities firms headquartered in the San Francisco Bay Area. We are a full-service, general securities and investment advisory firm providing clients access to a full line of non-proprietary securities products, investment brokerage, financial planning and asset management services.Key Background Data• In business for over 50 years• Annual client investment contributions exceed $100 million• Aggregate client investment capital with AIC is over $2 billion• We take great pride in offering no proprietary products

Crestmont Advisors is dedicated to providing exceptional asset management services through a personal commitment to each client's well being. Our investment approach to managing capital is based on wealth preservation and steady growth. Protecting client wealth is first and foremost. We invest in multiple asset classes and deploy the majority of clients assets using stocks, bonds, exchange traded funds, no-load mutual funds and private investment vehicles(mostly real estate) managed by experienced and reliable sponsors.By combining multiple assets and proven managers we are able to build portfolios that withstand market fluctuations over a long time horizon.

Head of loan committee and legal affairs

AIC is one of the largest privately-owned securities and investment advisory firms in the San Francisco Bay Area. Since 1966 we have provided clients access to a full line of non-proprietary securities products, investment brokerage, and asset managemet services. Member FINRA/SIPC. Registered Investment Advisor

Co-founded and organized a major effort to start a de novo commercial bank in San Francisco. Activities included raising start up capital, managing legal/bank/regulatory relationships, wriitng strategic marketing plan, and hiring/supervising bank personnel during early formation stages.