Gago joined FPA in 2011. His primary responsibilities include private fund investor services, fund reporting, and oversight/production of data analytics. Prior to joining FPA, Gago worked at Western Asset Management Co. He earned a Bachelor’s degree in Business Administration from California State University, Northridge. Gago holds the Series 6 FINRA license.
Jon joined FPA in 2024 to focus on business development within the institutional channel. In these efforts, Jon works closely with institutional consultants, family offices, direct DB/DC plans, national account platforms and not-for-profit organizations. Prior to joining FPA, Jon spent approximately 5 years working as a Relationship Manager and Product Specialist for Vontobel Asset Management and its subsidiary, TwentyFour Asset Management. Additionally, he has roughly 20 years’ experience working for various institutional consultants and bank platforms providing manager research and investment advisory services. Jon graduated from the University of Maryland, College Park with a Bachelor’s degree in Business Administration.
Rob joined FPA in 2018 as a Data Specialist. He specializes in analyzing complex data sets to support the company's operations and decision-making processes. Prior to his tenure at FPA, Rob served as a Senior Multi-Asset Solutions Associate within the Product Strategy group at PIMCO where he focused on multi-asset strategies and customized client portfolio analyses. Rob earned his bachelor’s degree in economics from the University of California, Irvine. He holds Series 7 and 63 FINRA registrations.
Graham joined FPA in 2024. His primary responsibilities include private wealth channel business development and client service across the Southeast, as well as helping further develop FPA’s private investment products. Prior to joining FPA, Graham served as Senior Director and Head of Private Investments for The Vanguard Group for 3 years and as Director of Alternative Investment Strategies and Chief Investment Strategist for private wealth management firm SignatureFD LLC, where he ran private investments manager selection, served on the Investment Committee, and built the firm's first private equity evergreen fund structure. Earlier in his career, Graham served as a Market Executive for PNC Capital Advisors investment management division and worked as an investment analyst at both Gerber/Taylor Management Company and also Vanderbilt University's Office of Investments. Graham earned a BA from the University of North Carolina at Chapel Hill and his MBA from Vanderbilt University's Owen Graduate School of Management, where he was a merit scholarship recipient at both institutions.
Mike joined FPA in August 2022. He primarily focuses on Business Development initiatives for the FPA Funds and strategies in the advisory and broker/dealer channels on the West Coast. Prior to joining FPA, Mike was Managing Partner, Business Development at Centerstone Investors from 2016-2022 where he helped oversee the launch of the firm and its funds. Prior to Centerstone Investors, Mike was the West Coast Sales Director at First Eagle Investment Management from 2002-2016. Prior to First Eagle, Mike worked for Chase Vista Funds covering the Pacific Northwest territory and The Endeavor Group covering national accounts. Mike earned a BA degree in Sociology from the University of California, Los Angeles.
Andrea joined FPA in 1992. She is responsible for managing Mutual Fund Administration, including operations, client service, distribution and onboarding. Andrea previously served as Manager of Mutual Fund Operations for the FPA Funds with Angeles Securities Corporation and prior to that as Mutual Fund Operations Specialist with RNC Genter Capital Management. Andrea earned a Bachelor of Science degree in Business Administration from University of the Pacific. She holds Series 6 and 63 FINRA licenses and a CMFC designation.
Arthur rejoined FPA in 2022 after originally joining the firm in 2016 and departing in 2018. His primary responsibilities include Client Service Data Analytics, Private Funds Administration, as well as Project Management. Prior to joining FPA, he worked at Capital Group, Tradewinds Global Investors, Wedbush Securities, and Merrill Lynch. Arthur earned a Bachelor’s degree in Business Administration from New Jersey City University, and an MBA from Woodbury University.
Jonathan joined FPA in 2016. He focuses on developing relationships with investment consultants, institutional investors, and national accounts for the firm, and serves as a product specialist for the FPA Funds/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.
Courtney joined FPA in 2019 to focus on business development across the national account, advisory, and institutional channels. Previously, she was a Director in Institutional Equities at BMO Capital Markets. Prior to joining BMO in 2011, Courtney was a Basic Materials & Industrials Sector Specialist at Bank of America Merrill Lynch. She began her career in equity research covering transportation at Bear Stearns and later Wolfe Research. She graduated from Columbia University with a bachelor’s degree in Economics.
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.
Scott joined FPA in 2018. He serves as an Analyst for FPA. 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.FPA Crescent FundSource Capital
Paras joined FPA in 2024. He serves as an Analyst for FPA. Prior to joining FPA, Paras spent 7 years building an online learning business. He sold the business in 2022 and spent a year helping the portfolio company expand its US footprint. He earned his BS from the University of California, Berkeley.
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Amit joined FPA in 2023. He serves as an Analyst for FPA. Prior to joining FPA, Amit was an associate within the direct lending group at First Western Trust Financial, a manager within the project finance group at Candela Renewables, and a senior financial analyst within the project finance group at NextEra Energy Resources. He earned a Bachelor's degree in Economics and Mathematical Methods in Social Sciences from Northwestern University and an MBA from the University of Virginia. He is a CFA® Charterholder.
Abhi joined FPA in 2010. He serves as a Portfolio Manager and Co-Director of Research for FPA. 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.FPA New Income FundFPA Flexible Fixed Income FundSource Capital
Ben joined FPA in 2024. He serves as an Analyst for FPA. Prior to joining FPA, Ben was an Analyst at Cascade Asset Management, the investment office of Bill Gates and the Gates Foundation. Ben originally began his career at J.P. Morgan. Ben earned a Bachelor’s degree in Business Administration (with honors) from Seattle Pacific University where he was a member of the Varsity Men’s Soccer team. He is a CFA® Charterholder.
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Michael joined FPA in 2025. Prior to joining FPA, Michael was the President of CCUR Holdings, a private holding company dedicated to acquiring businesses in the United States. Prior to CCUR, Michael served as a Portfolio Manager at Callaway Capital Management, an emerging markets focused special situations asset management firm. While at Callaway, Michael was also the Chief Financial Officer of Galata Acquisition Corp (NYSE: GLTA), a Special Purpose Acquisition Company (“SPAC”) which combined with Marti Technologies in July 2023. Prior to joining Callaway, Michael was a Senior Analyst at Southpaw Asset Management, a distressed credit hedge fund. He began his career at DG Capital Management, a special situations hedge fund. He holds bachelor’s degrees in economic theory and philosophy from New York University.
Karen joined FPA in 2018. She serves as the Chief Compliance Officer (“CCO”) for FPA and was CCO of the FPA Mutual Funds from January 2019 through July 2023. 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. Prior to joining PIMCO, Karen was a Compliance Officer at Macquarie Group Limited and Transamerica Investment Management. 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.
Rachel joined FPA initially in 2024 and serves as Senior Vice President and Senior Counsel for FPA. Prior to joining FPA, she was Deputy General Counsel at Stone Harbor Investment Partners, LP, an institutional fixed income investment manager headquartered in New York, NY. In 2022, Rachel joined Virtus Investment Partners, Inc. as legal counsel as a result of its acquisition of Stone Harbor. Prior to her time at Stone Harbor and Virtus, Rachel was an Associate at Sadis & Goldberg LLP in the Financial Services group. Rachel earned a Bachelor’s degree from the University of California, Los Angeles and received a Juris Doctor degree from Brooklyn Law School.
Shari joined FPA in 2022 and serves as Vice President in the Compliance Department. Prior to joining FPA, she was Vice President – Regulatory Reporting at iCapital. Prior to her time at iCapital, she has held trade and guideline compliance roles at firms including Oaktree Capital Management, Nuveen and Oppenheimer Funds. Shari earned a Bachelor of Science degree in Business Administration from Cal State LA.
Brittany joined FPA in 2019 and serves as Vice President in the Compliance Department. Prior to joining FPA, she was an Assistant Vice President at The Blackstone Group. Prior to her time at Blackstone, she was a Forensic Consultant at PricewaterhouseCoopers. Brittany earned a Bachelor of Science degree in Accounting from Lehigh University and is both a Certified Public Accountant and Certified Fraud Examiner.
Richard originally joined FPA in 1988 and serves as a Senior Advisor to FPA and Trustee of the FPA Funds. Formerly he served as Managing Partner on FPA’s Management Committee and as President of the FPA Funds through July of 2023. Prior to FPA, 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.
David joined FPA in 2016. He serves on FPA’s Management Committee and as Chief Operating Officer. 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.
Elizabeth joined FPA in 2021 and serves as Vice President in the Information Technology department, where she acts as the Senior Business Analyst and Principal Technical Writer. Prior to joining FPA, Elizabeth founded and spent seven years operating LiteraTech, a company servicing technical communication needs. Prior to that, she worked at STW Fixed Income Management for eight years as a Senior Software Analyst and before that as a Software Engineer at Raytheon. Elizabeth earned her Bachelor of Science degree in Computer Engineering from University of California, Santa Barbara, and she received her Master of Arts degree in English from Northern Arizona University.
Amy joined FPA in 1999. She serves as Data Services Manager. She previously worked in FPA’s Investment Operations and Portfolio Accounting teams. Prior to joining FPA, Amy was an Operations Manager for Securities Market Middle Office at Bank of America. Amy earned a Bachelor of Arts degree in Business Studies from City University of Hong Kong.
Aymiee joined FPA in 2017. She serves as a Senior Software Developer and AI Engineer. Prior to joining FPA, Aymiee co-founded Investor Desk Solutions, a consulting and software company, and held software development positions at Strategic Healthcare Programs, STW Fixed Income Management, Tecolote Research, and Paramount Farms. Her industry experience spans healthcare, manufacturing, government, and finance sectors. Aymiee received her Bachelor of Science in Physiology from California State University, Fresno and a Master's in Information Technology from American Intercontinental University.
Sangela joined FPA in 2022 after working several years for FPA in a contractual role. She serves as a specialist in Data Management and Technology Support. Previously, she helped maintain the financial accounting and ERP system for FADEL, a digital rights and royalty management software provider. Before FADEL, she was the Senior Quality Assurance Analyst at STW Fixed Income Management for eleven years. Prior to that, she spent eight years at ICE, formerly CMS BondEdge, managing quality assurance operations for their suite of portfolio analytics products and data services. Sangela received her Bachelor of Arts in Economics from the University of Chicago.
Dane joined FPA in 2019. He serves as Senior Vice President and head of the Change Management Department. He is responsible for facilitating the change management function, and in partnership with the executive team, and investment and operational leadership, develop, drive and execute key organizational process and change initiatives across the firm. Prior to joining FPA, he was Vice President and Head of the Finance Project Office (PMO) at Oaktree Capital Management, L.P. Previously, Dane was a Manager at Internet Corporation for Assigned Names and Numbers (ICANN) and a Senior Associate at KPMG. Dane earned a Bachelor of Art degree in Business Administration with a minor in Education from the University of California, Berkeley.
Vincent joined FPA in 2015. He works on the trading desk and is responsible for trade order generation for equities, fixed income and derivatives. Vincent monitors security allocations and cash balances, trades commercial paper, treasuries and handles all aspects of model creation for the SMA business. Prior to joining FPA, Vincent worked at First Foundation as a trader and analyst on the investment team. In that role, he provided research and recommendations for investments and contributed to shaping the firm’s investment strategy and trading desk. Previously, he was an associate at Acquisition Group and Ameriprise Financial. Vincent earned his bachelor’s degree in Business Administration-Finance from California State University, Long Beach. He has successfully completed Level I and II of the CFA examination.
Felix joined FPA in 2019. He serves as a Trader for FPA. Prior to joining FPA, Felix was a Vice President at Loomis, Sayles & Co where he traded agency MBS and non-agency RMBS sectors. Preceding this role, Felix was a Managing Director at Mesirow Financial. Felix began his career as a structured products analyst at Bear, Stearns & Co, later becoming an Associate Director within the Mortgage and Structured Products sales and trading department. He earned a Bachelor’s degree in Commerce from the University of Virginia's McIntire School of Commerce, with concentrations in Finance and Accounting.FPA New Income FundFPA Flexible Fixed Income FundSource Capital