FPA's longevity and success are attributed to our dedicated and highly experienced personnel. Being independently owned allows management to properly reward FPA's staff for their strong work ethic and their ability to exceed our clients' expectations. Our 32 investment professionals average 15 years of investment experience.
Arik A. Ahitov, Partner
Arik joined FPA in 2010. He serves as Portfolio Manager for the FPA Capital Fund, Inc.  From 2004 to 2010, Arik was Portfolio Manager of Shamrock Capital Advisors’ Absolute Value Fund.  He also has experience in consulting and investment banking.  Arik earned a Bachelor’s degree in Economics from Northwestern University and an MBA from the University of California, Los Angeles.  He served on the Board of Coinstar, Inc. (Nasdaq: CSTR) from June 2008 to June 2013.

Arik A. Ahitov, Partner

Portfolio Manager
Thomas H. Atteberry, CFA, Partner
Tom joined the firm in 1997. He serves as Portfolio Manager for the FPA New Income, Inc. and Source Capital, Inc.  Prior to joining FPA, Tom served as Chief Fixed Income Strategist of Fifth Third Bank and Chief Investment Officer of Mercantile Bank in Joplin, MO. He earned a Bachelor’s degree in Business Administration from Texas Christian University. He is a CFA Charterholder.

Thomas H. Atteberry, CFA, Partner

Portfolio Manager
J. Richard Atwood, Managing Partner
Richard originally joined FPA in 1988. He serves on FPA’s Management Committee as CFO. Richard also serves as President, Director and Trustee of the FPA Funds. Previously, he served as Vice President and Chief Financial Officer of Transamerica Investment Services, Inc. and  Senior Accountant with Ernst & Whinney. Richard earned a Bachelor’s degree in Business Administration – Accounting from California State University, Long Beach.

J. Richard Atwood, Managing Partner

Chief Financial Officer
Dennis M. Bryan, CFA, Partner
Dennis joined FPA in 1993. He serves as Senior Advisor for the FPA Capital Fund, Inc.  Prior to joining the firm, Dennis was Investment Analyst at Kemper Securities Group.  He earned a Bachelor’s degree in Finance from California Polytechnic University in Pomona, and an MBA from the University of Southern California. He is a CFA Charterholder.

Dennis M. Bryan, CFA, Partner

Senior Advisor
J. Mark Hancock, Partner
Mark joined FPA in 2010. He is responsible for the overall coordination and management of the firm’s client services and business development initiatives.  From 2002 until 2010, Mark along with two partners, was responsible for the management and growth of Tiedemann Wealth Management.  Previously he was with Richemont International, a multinational holding company controlled by the Rupert family.  From 1994 until 1998 Mark worked for the Stephens family in Arkansas, as part of the team that oversaw the family’s wealth management process.  He earned a Bachelor of Business Science degree from the University of Cape Town and an MBA from NEOS International Business School (summa cum laude), Italy.

J. Mark Hancock, Partner

Director of Business Development and Client Services
Mark Landecker, CFA, Partner
Mark joined FPA in 2009. He serves as Portfolio Manager for the FPA Crescent Fund and Source Capital, Inc.  Prior to joining FPA, Mark served as Portfolio Manager at both Kinney Asset Management and Arrow Investments, Inc., and as associate at TD Capital and PricewaterhouseCoopers.  He earned a BBA (with honors) from the Schulich School of Business, York University, Toronto, Canada. He is a CFA Charterholder.

Mark Landecker, CFA, Partner

Portfolio Manager
Ryan A. Leggio, Partner
Ryan joined FPA in 2011. He is Head of National Accounts, where he works closely with home office/centralized research teams, and also serves as a senior product specialist for FPA Funds and strategies.  Ryan also assists in product enhancement and development for the firm. From 2008 until 2011, he was an analyst at Morningstar, where he covered preeminent absolute value and multi-asset class mutual fund managers.   Prior to joining Morningstar, Ryan was an associate at the law firm of Clifford & Brown.  He earned a Bachelor’s degree in Political Science from The Johns Hopkins University, and a Juris Doctor degree from the University of the Pacific. 

Ryan A. Leggio, Partner

Head of National Accounts
Nico Y. Mizrahi, Partner
Nico joined FPA in 2007. He serves as Portfolio Manager for the FPA Multi-Advisor Strategy.  Prior to joining FPA, Nico served as an associate of Bear Stearns Asset Management, and was instrumental in structuring and subsequently launching Bear Stearns' first multi-manager Hedge Fund Platform.  Prior to the launch, he was responsible for serving the Los Angeles office in business development and research as it related to alternative investments.  From 2001 to 2005, Nico served as Senior Research Analyst with Mosaique Capital Management, LLC, a subsidiary of Bear Stearns, where he performed asset allocation and due diligence on hedge fund managers for the Los Angeles-based fund of hedge funds.

Nico Y. Mizrahi, Partner

Portfolio Manager
Abhijeet Patwardhan, Partner

Abhi joined FPA in 2010. He serves as Portfolio Manager and Director of Research for the FPA New Income, Inc. and Portfolio Manager for Source Capital, Inc.  Prior to joining FPA, Abhi was an investment analyst at Reservoir Capital Group and D.B. Zwirn & Co. and an investment banking analyst at UBS Warburg and Donaldson, Lufkin & Jenrette. He earned a Bachelor’s degree in Economics, summa cum laude, and an MBA from the Wharton School of the University of Pennsylvania. 

Abhijeet Patwardhan, Partner

Portfolio Manager
Robert L. Rodriguez, CFA, Partner Emeritus
Bob joined FPA in 1983. Bob served as Portfolio Manager for FPA Capital, Inc. and FPA New Income, Inc. from 1984 until 2010, and was named Partner Emeritus after his retirement in 2016. Prior to joining FPA, he served as Senior Portfolio Manager, Chairman’s Department of Kaufman & Broad, Inc., and Portfolio Manager at Transamerica Investment Services, Inc.  Bob earned a Bachelor’s degree in Business Administration (Magna Cum Laude) and an MBA from the University of Southern California. He is a CFA Charterholder.

Robert L. Rodriguez, CFA, Partner Emeritus

Steven Romick, CFA, Managing Partner
Steven joined FPA in 1996. He serves as Portfolio Manager for the FPA Crescent Fund, Source Capital, Inc. and the FPA Multi-Advisor Strategy. Prior to joining FPA, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned a Bachelor’s degree in Education from Northwestern University. He is a CFA Charterholder.

Steven Romick, CFA, Managing Partner

Portfolio Manager
Brian A. Selmo, CFA, Partner
Brian joined the firm in 2008. He serves as Portfolio Manager and Director of Research for the FPA Crescent Fund and Source Capital, Inc.  Prior to joining FPA, Brian was founder and managing member of Eagle Lake Capital, LLC, and Portfolio Manager of its predecessor.  Previously, he was an analyst at Third Avenue Management and Rothschild, Inc.  Brian earned a Bachelor's degree in Economics (with honors) from The Johns Hopkins University, where he graduated Phi Beta Kappa. He is a CFA Charterholder.

Brian A. Selmo, CFA, Partner

Portfolio Manager
Arik A. Ahitov, Partner
Arik joined FPA in 2010. He serves as Portfolio Manager for the FPA Capital Fund, Inc.  From 2004 to 2010, Arik was Portfolio Manager of Shamrock Capital Advisors’ Absolute Value Fund.  He also has experience in consulting and investment banking.  Arik earned a Bachelor’s degree in Economics from Northwestern University and an MBA from the University of California, Los Angeles.  He served on the Board of Coinstar, Inc. (Nasdaq: CSTR) from June 2008 to June 2013.

Arik A. Ahitov, Partner

Portfolio Manager
Kyle Allen-Niesen, Vice President
Kyle joined FPA in 2016. He serves as Analyst for the FPA Crescent Fund assisting Steven Romick in his primary research.  Kyle earned a Bachelor’s degree in Political Science (with honors) and International Studies from Northwestern University, graduating summa cum laude and Phi Beta Kappa. He previously interned with the Crescent Fund in 2015.

Kyle Allen-Niesen, Vice President

Analyst
Thomas H. Atteberry, CFA, Partner
Tom joined the firm in 1997. He serves as Portfolio Manager for the FPA New Income, Inc. and Source Capital, Inc.  Prior to joining FPA, Tom served as Chief Fixed Income Strategist of Fifth Third Bank and Chief Investment Officer of Mercantile Bank in Joplin, MO. He earned a Bachelor’s degree in Business Administration from Texas Christian University. He is a CFA Charterholder.

Thomas H. Atteberry, CFA, Partner

Portfolio Manager
Andrew August, Vice President
Andrew joined FPA in 2012. He serves as Analyst for the FPA Crescent Fund.  Prior to joining FPA, Andrew wrote and compiled freelance research as well as managed a value investment blog.  He earned a Bachelor’s degree in Political Science from Northwestern University.

Andrew August, Vice President

Analyst
Dennis M. Bryan, CFA, Partner
Dennis joined FPA in 1993. He serves as Senior Advisor for the FPA Capital Fund, Inc.  Prior to joining the firm, Dennis was Investment Analyst at Kemper Securities Group.  He earned a Bachelor’s degree in Finance from California Polytechnic University in Pomona, and an MBA from the University of Southern California. He is a CFA Charterholder.

Dennis M. Bryan, CFA, Partner

Senior Advisor
Anh-Tuan Bui, Vice President
Anh-Tuan joined FPA in 2015. He serves as Analyst for the FPA Crescent Fund assisting Steven Romick in his primary research. Prior to joining FPA, Anh-Tuan was an Investment Analyst at Nomura Angel Lane Principal Strategies. Previously, he was an Investment Analyst at FrontPoint Partners and an Investment Banking Analyst at UBS.  Anh-Tuan earned a Bachelors’ degree in Economics and Mathematical Methods in Social Sciences from Northwestern University and an MBA from the University of California, Los Angeles.

Anh-Tuan Bui, Vice President

Analyst
Scott Cendrowski, Vice President

Scott joined FPA in 2018. He serves as Analyst for the FPA Crescent Fund. Prior to joining FPA, Scott was the China correspondent for Fortune, where he also covered finance and Wall Street topics over nearly a decade at the magazine. He earned a Bachelor’s degree in Public Administration and Public Policy from Michigan State University.

Scott Cendrowski, Vice President

Investigative Journalist
Joseph H. Choi, Vice President
Joe joined FPA in 2014. He serves as Analyst for the FPA New Income, Inc.  Prior to joining FPA, Joe was an investment analyst at Kingsland Capital Management, LLC, and an investment banking analyst at Bear, Stearns & Co. Inc.  He earned a Bachelor’s degree in Commerce from the University of Virginia's McIntire School of Commerce, with concentrations in Finance and Accounting.

Joseph H. Choi, Vice President

Analyst
Jason Dempsey, CFA, Senior Vice President
Jason joined FPA in 2013. He serves as Analyst for the FPA Paramount Fund, Inc. and FPA International Value  Fund. Prior to joining FPA, Jason was Research Analyst at Artisan Partners and was Analyst at Deccan Value Advisors LP.  Previously to Deccan, he taught at the Ecole Normale Superieure in Paris.  Jason earned a Bachelor’s degree in Rhetoric at University of California, Berkeley and a Doctorate in Rhetoric and French language from Université de Paris IV-Sorbonne. He is a CFA Charterholder.

Jason Dempsey, CFA, Senior Vice President

Analyst
Prakash Gopinath, Vice President
Prakash joined FPA in 2015. He serves as Analyst for the FPA New Income, Inc.  Prior to joining FPA, Prakash was a senior associate within the direct lending group at Ares Management, an investment analyst at City on a Hill Capital, an associate at Leonard Green & Partners, and an investment banking analyst at UBS Investment Bank.  He earned a Bachelor’s degree (with honors) in Business Administration from the Haas School of Business at the University of California, Berkeley.

Prakash Gopinath, Vice President

Analyst
John Harris, CFA, Vice President
John joined FPA in 2017. He serves as Analyst for the FPA Paramount Fund, Inc. and the FPA International Value Fund. Prior to joining FPA, John was a Research Associate at global value manager Brandes Investment Partners. He previously worked at Nuveen Investments, and also has experience in investment banking and institutional investment consulting. John earned a Bachelor’s degree in Business Economics from University of California, Santa Barbara, where he graduated with High Honors and Distinction in the Major. He is a CFA charterholder.

John Harris, CFA, Vice President

Analyst
Andrew J. Hemingway, CFA, Vice President
Andrew joined FPA in 2013. He serves as the Director of Operational Due Diligence for the FPA Multi-Advisor Strategy. Prior to joining FPA, Andrew served as an Operational Due Diligence Analyst for Dorchester Capital Advisors.  Previously, he was a Senior Associate at Coast Asset Management specializing in operational due diligence and separately managed account operations. Andrew earned a Bachelor's degree in Business Administration, Finance from The Ohio State University. He is a CFA Charterholder.

Andrew J. Hemingway, CFA, Vice President

Director of Operational Due Diligence, FPA Multi-Advisor Strategy
Gregory A. Herr, CFA, Managing Director
Greg joined FPA in 2007. He serves as Portfolio Manager for the FPA Paramount Fund, Inc.  Greg was previously Senior Research Analyst at Vontobel Asset Management, Inc., Vice President at Sanford C. Bernstein & Co., LLC, and Assistant Vice President at Bankers Trust Company.  He earned a Bachelor’s degree in Art History at Colgate University. He is a CFA Charterholder.

Gregory A. Herr, CFA, Managing Director

Portfolio Manager
Jeremy Jiannoni
Jeremy joined FPA in 2004. He provides analytical support to Steven Romick and Nico Mizrahi, specifically supporting the FPA Multi-Advisor Strategy.  Jeremy’s responsibilities also include investor services, monthly reporting, accounting, and overseeing data collection.  Prior to joining FPA, he worked at Charles Schwab & Co. Inc., with the Private Client group.  Jeremy earned a Bachelor’s degree in Psychology and a Bachelor’s degree in Criminal Justice from Iowa Wesleyan College.  He has completed level 1 of the CFA examination.

Jeremy Jiannoni

Analyst
Sean M. Korduner, CFA, Vice President
Sean joined FPA in 2013.  He serves as Analyst for the FPA Crescent Fund.  Prior to joining FPA, Sean was a research associate at Hotchkis & Wiley Capital Management and a summer equity research analyst at MFS Investment Management.  He also has experience in private equity and accounting.  Sean earned a Bachelor’s degree in Business Administration from California Polytechnic State University and an MBA from the Wharton School of the University of Pennsylvania. He is a CFA Charterholder.

Sean M. Korduner, CFA, Vice President

Analyst
Mark Landecker, CFA, Partner
Mark joined FPA in 2009. He serves as Portfolio Manager for the FPA Crescent Fund and Source Capital, Inc.  Prior to joining FPA, Mark served as Portfolio Manager at both Kinney Asset Management and Arrow Investments, Inc., and as associate at TD Capital and PricewaterhouseCoopers.  He earned a BBA (with honors) from the Schulich School of Business, York University, Toronto, Canada. He is a CFA Charterholder.

Mark Landecker, CFA, Partner

Portfolio Manager
Joshua Lev, Vice President
Joshua joined FPA in 2016. He serves as Analyst for the FPA Multi-Advisor Strategy focusing on sourcing, analyzing and conducting due diligence on hedge fund managers for the Multi-Advisor Funds.  Prior to joining FPA, Josh worked as a Research Analyst for Dorchester Capital Advisors, a Los Angeles-based alternative asset manager. He earned a Bachelor’s degree in Finance from the University of Southern California. 

Joshua Lev, Vice President

Analyst
Christopher B. Lozano, Vice President
Chris joined FPA in 2011. He serves as Analyst for the FPA Crescent Fund.  Prior to joining FPA, Chris was an associate in the Restructuring Group at Oppenheimer & Co.  He earned a Bachelor’s degree in Finance from Florida State University and a JD from the University of Texas Law School.

Christopher B. Lozano, Vice President

Analyst
John Madden, Vice President
John joined FPA in 2016.  He serves as Analyst for the FPA Paramount Fund, Inc. and FPA International Value Fund.  Prior to joining FPA, John was Research Analyst at NWQ Investment Management and was a Junior Equity Analyst at Tradewinds Global Investors.  He earned a Bachelor’s degree in Economics at the University of Notre Dame.

John Madden, Vice President

Analyst
Julian W.H. Mann, Vice President
Julian joined FPA in 2004. He serves as Analyst for the FPA New Income, Inc.  Prior to joining FPA, Julian served as Managing Director of RMG Partners and Vice President of Direct Capital Securities.  He earned a BSBA (with honors) from the University of Southern California.

Julian W.H. Mann, Vice President

Analyst
Nico Y. Mizrahi, Partner
Nico joined FPA in 2007. He serves as Portfolio Manager for the FPA Multi-Advisor Strategy.  Prior to joining FPA, Nico served as an associate of Bear Stearns Asset Management, and was instrumental in structuring and subsequently launching Bear Stearns' first multi-manager Hedge Fund Platform.  Prior to the launch, he was responsible for serving the Los Angeles office in business development and research as it related to alternative investments.  From 2001 to 2005, Nico served as Senior Research Analyst with Mosaique Capital Management, LLC, a subsidiary of Bear Stearns, where he performed asset allocation and due diligence on hedge fund managers for the Los Angeles-based fund of hedge funds.

Nico Y. Mizrahi, Partner

Portfolio Manager
Chris J. Moreno, CFA, Vice President
Chris joined FPA  in 2014. He serves as Analyst for the FPA Capital Fund, Inc.  Prior to joining FPA, Chris was Lead Research Analyst at Tactica Capital Management, LP.  Prior to this, he was Equity/Credit Analyst at C12 Capital Management, LLC.  From 2004 to 2008, Chris served as Equity Research Associate at Citigroup covering Brokers and Asset Managers.  He earned a Bachelor's degree in Engineering from Harvey Mudd College. He is a CFA Charterholder.

Chris J. Moreno, CFA, Vice President

Analyst
Gregory R. Nathan, Managing Director
Greg originally joined FPA in 2003. He serves as Portfolio Manager for the FPA U.S. Value Fund, Inc.  Prior to rejoining FPA in 2007, Greg was a managing member of Coldwater Asset Management, LLC, from 2005 to 2006.  He was an equity research analyst at Lakeway Capital from 2002 to 2003.  Greg earned a Bachelor’s degree in Business Administration (with distinction) from the University of Michigan.

Gregory R. Nathan, Managing Director

Portfolio Manager
Nazanin Pajoom, Assistant Vice President
Nazanin joined FPA in 2013. She serves as Research Specialist for the FPA New Income, Inc.  Prior to joining FPA, Nazanin was a design engineer intern at Texas Instruments and a volunteer research assistant for the Connectivity Lab at University of California, Berkeley.  She earned a Bachelor’s degree in Electrical Engineering and Computer Science from University of California, Berkeley and a Master's degree in Financial Engineering from University of Southern California. 

Nazanin Pajoom, Assistant Vice President

Research Specialist
Abhijeet Patwardhan, Partner

Abhi joined FPA in 2010. He serves as Portfolio Manager and Director of Research for the FPA New Income, Inc. and Portfolio Manager for Source Capital, Inc.  Prior to joining FPA, Abhi was an investment analyst at Reservoir Capital Group and D.B. Zwirn & Co. and an investment banking analyst at UBS Warburg and Donaldson, Lufkin & Jenrette. He earned a Bachelor’s degree in Economics, summa cum laude, and an MBA from the Wharton School of the University of Pennsylvania. 

Abhijeet Patwardhan, Partner

Portfolio Manager
Sean R. Pompa, CFA, Vice President
Sean joined FPA in 2016.  He serves as Analyst for the FPA Capital Fund, Inc. Prior to joining the firm, Sean was a bank examiner at the OCC in NYC and interned as an investment analyst at American Century Investments.  He earned a Bachelor’s degrees in Finance and Political Science from West Virginia University and an MBA from the UCLA Anderson School of Management.  He is a CFA Charterholder.

Sean R. Pompa, CFA, Vice President

Analyst
Pierre O. Py, Managing Director
Pierre joined FPA in 2011. He serves as the Portfolio Manager of the FPA International Value Fund, and for the FPA Paramount Fund, Inc. Prior to joining FPA, Pierre was Sr. International Investment Analyst at Chicago-based value manager Harris Associates LP. He was previously Analyst in Principal Investing at Goldman Sachs and in Investment Banking at Salomon Brothers. Pierre earned a Master in Management (MIM) - Grande Ecole at HEC Paris with a Specialization in Finance, Tax Strategy and International Law, and an MBA from Harvard Business School. He also holds an LLM in International Business and Tax Law, and is a former student of the Paris Institute of Political Studies (IEP Paris).

Pierre O. Py, Managing Director

Portfolio Manager
Steven Romick, CFA, Managing Partner
Steven joined FPA in 1996. He serves as Portfolio Manager for the FPA Crescent Fund, Source Capital, Inc. and the FPA Multi-Advisor Strategy. Prior to joining FPA, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned a Bachelor’s degree in Education from Northwestern University. He is a CFA Charterholder.

Steven Romick, CFA, Managing Partner

Portfolio Manager
Brian A. Selmo, CFA, Partner
Brian joined the firm in 2008. He serves as Portfolio Manager and Director of Research for the FPA Crescent Fund and Source Capital, Inc.  Prior to joining FPA, Brian was founder and managing member of Eagle Lake Capital, LLC, and Portfolio Manager of its predecessor.  Previously, he was an analyst at Third Avenue Management and Rothschild, Inc.  Brian earned a Bachelor's degree in Economics (with honors) from The Johns Hopkins University, where he graduated Phi Beta Kappa. He is a CFA Charterholder.

Brian A. Selmo, CFA, Partner

Portfolio Manager
Byron Sun, Vice President
Byron joined FPA in 2015. He serves as Analyst for the FPA Crescent Fund.  Prior to joining FPA, Byron was an investment analyst at Deccan Value Investors.  Previously, he was an associate at Clarity Partners and an investment banking analyst at Morgan Stanley.  Byron earned a Bachelor’s degree in Mathematics and Economics from Yale University and an MBA from the Wharton School of the University of Pennsylvania. 

Byron Sun, Vice President

Analyst
Ryan Taylor, CFA, Vice President
Ryan joined FPA in 2017. He serves as an Analyst for the FPA New Income, Inc. Prior to joining FPA, Ryan was Vice President, Research Analyst & Junior Portfolio Manager for the Customized Credit Solutions Group at GSO Blackstone. Preceding this role, Ryan was an Associate Director, Research Analyst for the High Yield Investments Group at Barings (formerly Babson Capital). He earned a Bachelor’s degree in Finance from Wake Forest University. He is a CFA Charterholder.

Ryan Taylor, CFA, Vice President

Analyst
Alex Wong, Vice President
Alex joined the firm in 2016.  He serves as Analyst for the FPA Crescent Fund.  Prior to joining FPA, Alex was an Investment Analyst at Marcato in San Francisco.  Previously, he was an Analyst in the Generalist Group at Goldman Sachs.  Alex earned a HBA (Honors Business Administration) degree from the University of Western Ontario, Richard Ivey School of Business.

Alex Wong, Vice President

Analyst
Vahan Abulyan, CFA, Vice President
Vahan joined FPA in 2009. He provides service and analytical support for the private funds.  Vahan’s responsibilities also include investor services, monthly reporting, and overseeing data collection.  Prior to joining FPA, he worked at Western Asset Management Co. and UBS Financial Services.  Vahan graduated with honors from University of Southern California with a BA in Business Administration from the Marshall School of Business. He holds Series 7 and 63 FINRA licenses.

Vahan Abulyan, CFA, Vice President

Relationship Manager
Christopher Connors, Senior Vice President
Chris joined FPA in 2016.  He primarily focuses on key Business Development initiatives for FPA Funds and strategies in the advisory, broker/dealer, and direct institutional channels, and covers northeastern U.S.  Prior to joining FPA, Chris was Vice President in the U.S. Private Client Group at BlackRock.  Prior to BlackRock, he worked for several larger insurers including Principal, MetLife, and The Hartford growing their defined contribution business.  Chris earned a Bachelor’s degree in Psychology from Grove City College and holds a CIMA designation.

Christopher Connors, Senior Vice President

Business Development
Matthew DiSalvio, Vice President
Matthew DiSalvio joined FPA in 2017. His primary responsibilities include investor relations and marketing for the firm’s Contrarian Value strategies. Matthew previously worked at Brevan Howard, a global macro hedge fund, where he was responsible for investor relations and marketing to institutional clientele across diversified strategies. Preceding this role, he worked at J.P. Morgan Asset Management. Matthew graduated with a Bachelor’s degree in Management and Finance from Rensselaer Polytechnic Institute (cum laude) and completed a semester abroad at Bocconi University in Milan, Italy.

Matthew DiSalvio, Vice President

Relationship Manager
J. Mark Hancock, Partner
Mark joined FPA in 2010. He is responsible for the overall coordination and management of the firm’s client services and business development initiatives.  From 2002 until 2010, Mark along with two partners, was responsible for the management and growth of Tiedemann Wealth Management.  Previously he was with Richemont International, a multinational holding company controlled by the Rupert family.  From 1994 until 1998 Mark worked for the Stephens family in Arkansas, as part of the team that oversaw the family’s wealth management process.  He earned a Bachelor of Business Science degree from the University of Cape Town and an MBA from NEOS International Business School (summa cum laude), Italy.

J. Mark Hancock, Partner

Director of Business Development and Client Services
Ryan A. Leggio, Partner
Ryan joined FPA in 2011. He is Head of National Accounts, where he works closely with home office/centralized research teams, and also serves as a senior product specialist for FPA Funds and strategies.  Ryan also assists in product enhancement and development for the firm. From 2008 until 2011, he was an analyst at Morningstar, where he covered preeminent absolute value and multi-asset class mutual fund managers.   Prior to joining Morningstar, Ryan was an associate at the law firm of Clifford & Brown.  He earned a Bachelor’s degree in Political Science from The Johns Hopkins University, and a Juris Doctor degree from the University of the Pacific. 

Ryan A. Leggio, Partner

Head of National Accounts
Gavin Maxwell, Senior Vice President

Gavin joined FPA in 2018 and works with institutional investment consultants and clients on the East Coast and Midwest. Prior to joining FPA was a Senior Vice President in the Consultant Relations Group at Lazard Asset Management.  Prior to joining Lazard in 2007, Gavin was an Asset Allocation Analyst in the Advisory Services group at Bear Stearns & Co.  Gavin holds a BA in American History from UNC-Chapel Hill with a minor in Business Administration from the UNC Kenan-Flagler Business School. He also holds MBA degrees from Columbia Business School and the London Business School. Gavin holds Series 7 and 66 licenses and is a CFA Charterholder.

Gavin Maxwell, Senior Vice President

Business Development
Jonathan Rahbar, Vice President
Jonathan joined FPA in 2016. He primarily serves as a product specialist for the FPA Funds and strategies. Prior to joining FPA, Jonathan spent three years at Jackson National as a senior analyst in the investment management group, where he was responsible for manager due diligence and product development. From 2007 to 2013, he worked as an analyst at Morningstar. Jonathan earned a Bachelor's degree in English (with honors) from DePaul University, and an MA from Northwestern University.

Jonathan Rahbar, Vice President

Product Specialist
Cliff Shepherdson, Vice President
Cliff joined FPA in 2016. He focuses on business development activities with an emphasis on FPA’s alternative products. Prior to joining FPA, Cliff was Director of Marketing for Casdin Capital, a life science focused hedge fund. From 2007 to 2011, he was an investment associate at AllianceBernstein, first on the private equity team and then on a portfolio management team. He began his career in investment banking at Grail Partners and Putnam Lovell NBF.  Cliff earned a Bachelor of Science degree in both Accounting and Business Administration, and an MBA from the University of Southern California.

Cliff Shepherdson, Vice President

Business Development
Lance Stephens, Senior Vice President

Lance joined FPA in 2018.  He primarily focuses on Business Development initiatives for FPA Funds and strategies in the advisory and broker/dealer channels in the Midwest.  Prior to joining FPA, Lance was Vice President – Midwest Sales Director at First Eagle Investment Management from 2006 to 2017.  Prior to First Eagle, Lance worked for the MTB Funds and Calamos Asset Management helping to lead distribution efforts at both firms.  Lance earned a Bachelor’s degree in Marketing & Finance from Augustana College and holds a CFP designation.

Lance Stephens, Senior Vice President

Business Development
Kristina Surkova, Vice President
Kristina joined FPA in 2013. Her primary responsibilities include investor relations and marketing for the firm’s Absolute Fixed Income and U.S. Value strategies. Prior to joining FPA, Kristina was a Senior Manager of Client Services at Post Advisory Group, a Client Service Officer at Artio Global Investors, and a Client Relations Associate at The Capital Group Companies. She earned a Master’s degree in English and International Communication from Moscow State Linguistic University.

Kristina Surkova, Vice President

Relationship Manager
Dan Yates, Senior Vice President
Dan joined FPA in 2014. He is Head of Consultant Relations.  Prior to joining FPA, Dan was a Partner and investment team member at a large, long standing hedge fund of funds group where he was primarily responsible for growing and managing client relationships.  Prior to this role, he was a Partner and Senior Consultant at RV Kuhns & Associates where his clients included pension plans, 401(k) plans, endowments/foundations, and corporate asset accounts.  Dan’s previous roles included Vice President and Head of Actuarial at a non-qualified retirement plan consulting company and Senior Consulting Actuary for Mercer Human Resources Consulting.  He earned a Bachelor of Science degree in Mathematics and Physics from Willamette University and an MBA from Portland State University.     

Dan Yates, Senior Vice President

Head of Consultant Relations
Eric R. Brown, Vice President
Eric joined FPA in 2016. He serves as the principal counsel for FPA, and he addresses a variety of issues related to fund formation, private/registered fund and separate account management, transactional and other contract negotiations, U.S. and foreign regulatory and compliance issues, and general corporate matters. Previously, Eric was an Associate in the Investment Funds practice group at Jackson Walker L.L.P. Prior to Jackson Walker, he worked in the legal department at Oaktree Capital Management L.P., and he served as lead counsel to the private equity fund-of-funds business at Wilshire Associates Incorporated. Eric earned a Bachelor’s degree in Political Science from Trinity College and a Juris Doctor from Brooklyn Law School. He is licensed to practice law in New York, Texas (Inactive) and California (Registered In-House Counsel).

Eric R. Brown, Vice President

Counsel
Marie McAvenia, Vice President
Marie joined FPA in 1983. Among other matters, she is responsible for guideline compliance, non-US ownership filings and proxy governance. She was previously part of the Investment Operations team and managed all FPA data functions. Prior to joining FPA, Marie worked as an International Service Representative at Bank of the West. Previously, she worked as a Commercial Paper Controller at State Street Bank and Trust Company.

Marie McAvenia, Vice President

Compliance Manager
Karen Richards, Senior Vice President

Karen joined FPA in 2018. She serves as the Chief Compliance Officer for FPA, and brings with her over 15 years of industry experience. Previously, Karen was the Deputy Chief Compliance Officer at First Republic Investment Management, LLC. Prior to First Republic, she worked as a Vice President and Senior Compliance Officer at Pacific Investment Management Company (PIMCO) and also served as the Head of Compliance for Latin America. Karen earned her Bachelor’s degree in Aerospace Engineering and Mechanical Engineering from the University of Michigan, Ann Arbor, graduating Cum Laude and an MBA from the University of California, Los Angeles. 

Karen Richards, Senior Vice President

Chief Compliance Officer
Ed Nebens, Senior Vice President
Ed joined FPA in 2017. He trades both equity and fixed income securities for all accounts managed by FPA and oversees the trading department. Prior to joining FPA, Ed managed trading for Gratia Capital, a multi strategy fund. Preceding this role, Ed was Head of Trading at Three Bridges Capital in New York, a long-short fund, from 2011 to 2014. He started there following a position as Executive Director of Global Equities at UBS. Prior to UBS, Ed was Head Trader for Cantillon Capital Management from 2003 to 2010, managing their trading desks in both New York and London. Ed holds an MBA degree in Finance from New York University Stern School of Business and a Bachelor’s degree in Economics from the University of Maryland.

Ed Nebens, Senior Vice President

Head Trader
Adam B. Pivko, Vice President
Adam joined FPA in 2012. He trades both equity and fixed income securities for all accounts managed by FPA.  Prior to joining the firm, Adam was Vice President at Imperial Capital, LLC where he provided research and execution services for institutional funds in securities across the capital structure.  Previously, he was an institutional Equity Sales Trader with JP Morgan Chase.  Adam earned a Bachelor’s degree in Economics from the University of California, San Diego, with a double-minor in History and Regional Specialization, Europe.

Adam B. Pivko, Vice President

Trader
J. Richard Atwood, Managing Partner
Richard originally joined FPA in 1988. He serves on FPA’s Management Committee as CFO. Richard also serves as President, Director and Trustee of the FPA Funds. Previously, he served as Vice President and Chief Financial Officer of Transamerica Investment Services, Inc. and  Senior Accountant with Ernst & Whinney. Richard earned a Bachelor’s degree in Business Administration – Accounting from California State University, Long Beach.

J. Richard Atwood, Managing Partner

Chief Financial Officer
Doug Bracken, Senior Vice President
Doug joined FPA in 2015. He serves as Chief Technology Officer. Prior to joining FPA, he started Investor Desk Solutions, a consulting / software company. Prior to that, Doug was the Head of Technology at STW for five years. Before STW, he held the position of Chief Technology Officer at Four Corners Capital Management in Los Angeles, where he worked for six years. Prior to that, Doug was the Director of Information Technology at Merrill Lynch Investment Managers and Vice President of Systems Development/Support at Invesco NY Asset Management. He earned a Bachelor of Science degree in Computer Science with a Math Minor from Hofstra University, New York in 1987 and obtained his MBA in Finance from Stern Business School, New York in 1991.

Doug Bracken, Senior Vice President

Chief Technology Officer
David Brookman, Senior Vice President

David joined FPA in 2016.  He serves as Chief Operating Officer responsible for the product and client facing functions of the firm including Client Service and Business Development.  David also has broader organizational change management responsibilities partnering closely with the Management Committee to further promote operational process improvements and performance benchmarking, and to organize special firm-wide projects.  Prior to joining FPA, he was a Senior Vice President at Oaktree Capital Management, L.P.  Previously, David was a First Vice President in the Strategic Initiatives and Operational Risk Management Group at Countrywide Bank and Senior Project Manager at The J. Paul Getty Trust.  David earned a Bachelor’s degree in Business Economics from Brown University.

David Brookman, Senior Vice President

Chief Operating Officer (COO), Product and Client
Michelle G. Eyink, Vice President
Michelle joined FPA in 2013. Her background includes over fifteen years of human resources management experience within the financial services industry. Prior to joining FPA, Michelle was a Human Resources Manager and Regional Talent Development Manager for the public accounting firms WTAS and BDO.  Before that, she spent six years at Metropolitan West Securities, LLC where she directed all aspects of human resources for four affiliated asset management firms.  Michelle earned a bachelor’s degree in Psychology and Spanish from Bowling Green State University.  She also earned a Professional in Human Resources designation granted by the Society for Human Resources Management.

Michelle G. Eyink, Vice President

Human Resources
Eugene Guindine, Vice President
Eugene joined FPA in 2016.  He serves as Performance and Analytics Manager and is responsible for performance reporting, attribution/contribution reporting, composites maintenance, and GIPS compliance verifications.  Prior to joining FPA, Eugene served as Director on the Investment Services team at TIAA.  His previous roles included Director of Performance Reporting at UBS, Assistant Vice President at Wells Fargo, and Senior Performance Associate at Morgan Stanley.  Eugene earned a Bachelor’s degree in Accounting from Touro College, a Master’s in Engineering from Baltic State Technical University in St. Petersburg, Russia, and an MBA from CUNY Baruch College.  Eugene holds a CIPM designation.

Eugene Guindine, Vice President

Performance and Analytics Manager
E. Lake Setzler III, Senior Vice President
Lake joined FPA  in 2005. He serves as Controller and is responsible for senior accounting, financial reporting and administrative tasks relating to FPA, mutual funds, private funds, and institutional advisory accounts under management.  Before joining FPA, Lake served as Chief Operating Officer and Chief Compliance Officer of Inflective Asset Management, LLC.  He was previously Vice President and Controller of Transamerica Investment Management, LLC, Vice President and Chief Accounting Officer of Alta Residential Mortgage, Inc., Vice President and Controller of Southern Pacific Bank, and Audit Manager at KPMG Peat Marwick LLP.  Lake earned a Bachelor’s degree in Accounting from the University of Denver.

E. Lake Setzler III, Senior Vice President

Controller
Kim St. Hilaire, Senior Vice President

Kim joined FPA in 2016.  She serves as Chief Operating Officer and is responsible for operations and infrastructure, leveraging her 23+ years of experience in this space.  Prior to joining FPA, Kim was the Head of Operations at RS Investments.  Before that she served as the global head of BlackRock’s Investment Operations Control and Oversight team.  She also spent nearly 10 years early in her career as the Head of Trading Operations on the options trading floor of the Pacific Stock Exchange. Kim earned a Bachelor’s degree in Journalism with a minor in Political Science from Georgia Southern University.  She also completed one year of MBA course work through the University of Phoenix’s online program.

Kim St. Hilaire, Senior Vice President

Chief Operating Officer (COO), Operations & Infrastructure