6

Investment
Professionals

19 Years

Average Tenure with the Firm

144 Years

Combined Investment Experience

Our Team

At SKBA, our seasoned professionals bring passion and commitment to our time-tested investment process.

 

The greatest ally in the achievement of attractive risk-adjusted returns is a trusted investment team. The seasoned professionals at SKBA have an established track record and an unwavering commitment to our consistent philosophy and discipline.  We believe this approach has proven successful over time.

Our team-oriented culture runs throughout our organization and fosters a collegial yet challenging work environment. Our professionals have a true passion for the investment business and have extensive experience in market and security analysis, portfolio management, operations, compliance and client service.

Investment Team

Chairman, CEO & CIO
Andrew W. Bischel, CFA

Mr. Bischel is Chairman, CEO & Chief Investment Officer and a founding member of SKBA. He has been in the industry since 1976 and joined SKBA when the firm was founded in 1989. Mr. Bischel is the lead member of the Investment Strategy Team. Previously, Mr. Bischel worked at The Bank of California. Mr. Bischel earned his BS in mathematics and BA in economics from the University of California at Davis, and his MBA from California State University at Sacramento. He is a member of the CFA Society of San Francisco and the CFA Institute.

Securities Analyst
Thomas Hiester, CFA

Mr. Hiester is a member of the Research team and is a Securities Analyst. He is responsible for security analysis, industry specific research and investment idea generation. Prior to joining SKBA in 2016, Mr. Hiester spent five years as a financial analyst at a private investment firm. Mr. Hiester received a Bachelor of Arts in business management economics from the University of California at Santa Cruz. Mr. Hiester is a member of the CFA Society of San Francisco and the CFA Institute.

Director of Quantitative Research
Evan Ke, CFA

Mr. Ke is the Director of Quantitative Research. He is a member of the Investment Strategy Team and is also a securities analyst. Mr. Ke joined SKBA in 2009 as a member of our research internship program and rejoined SKBA in 2011. In between employment at SKBA, Mr. Ke worked in the equity research department at Piper Jaffray. Mr. Ke received a Bachelor of Arts in economics from the University of California at Berkeley. Mr. Ke is a member of the CFA Society of San Francisco and the CFA Institute.

SVP, Director of Trading
Shelley H. Mann

Ms. Mann is the Director of Trading and Operations and also serves as SKBA's Chief Compliance Officer. She has been in the industry since 1976 and joined SKBA when the firm was founded in 1989. Ms. Mann is responsible for managing the firm's trading activities, is a member of the Fixed Income Strategy Team, oversees the firm's client operations and as CCO is responsible for overseeing all aspects of the firm's compliance responsibilities. Previously, Ms. Mann worked at The Bank of California. She attended Utah State University.

President, Director of Research
Josh J. Rothé

Mr. Rothé is President and Director of Research. He has been in the industry since 1991 and joined SKBA in 1994. Mr. Rothé is a member of the Investment Strategy Team. Previously, Mr. Rothé worked at Lehman Brothers and Kemper Securities. Mr. Rothé received his BS in international business and his MBA with an emphasis in finance from the University of San Francisco. Mr. Rothé has passed the Series 65 examination administered by the National Association of Securities Dealers. He is a member of the CFA Society of San Francisco and the CFA Institute.

Director of Institutional Portfolio Management
Matthew R. Segura, CFA

Mr. Segura is the Director of Institutional Portfolio Management. He is a member of the Investment Strategy Team and is also a securities analyst. Mr. Segura joined SKBA in 2007 as a member of our research internship program and rejoined SKBA in 2011. Previously Mr. Segura worked at Charles Schwab & Co performing several roles: A Cash Management team member in the Treasury, and a Manager in Financial Planning and Analysis for Schwab's largest retail divisions. Mr. Segura also served five years Active Duty in the United States Marine Corps. Mr. Segura received a BS in business administration from Haas School of Business at UC Berkeley and is a member of the CFA Society of San Francisco and the CFA Institute.

Client Relations & Operations Team

Manager of Marketing & Business Development
Brian W. Forth

Mr. Forth is the Manager of Marketing and Business Development. In his role, he seeks to develop and foster new client relationships for SKBA within the institutional and intermediary channels. Previously, Mr. Forth was a Relationship Manager at WHV Investments where he directed the firm's client relationship efforts among institutional clients, consultants and independent advisors. Prior to joining WHV in 2002, he worked in the institutional marketing group within State Street Research and Management. Previous to that, he began his career in the investment industry in 2000 with Investors Bank & Trust Company. Mr. Forth received his bachelor's degree from Tufts University. He holds the Series 6, 63 and 65 securities licenses.

Administration and Marketing
Sandy Liang

Ms. Liang is responsible for the firm's administration and is a member of the marketing and client service team. Previously, Ms. Liang worked in the insurance, jewelry and hospitality industry with experience in customer service and sales & marketing. Ms. Liang received her BS in hospitality management with a minor in business administration from San Francisco State University.

Manager of Operations
Jon Marcia, CIPM

Mr. Marcia is the Manager of Operations and is responsible for daily portfolio maintenance, trade settlements, performance analysis, and the monthly reconciliation process. He has been in the industry since 2006 and joined SKBA in 2010. Previously, Mr. Marcia worked in a senior operational role at Citco Fund Services, providing middle office support to hedge fund clients. He received his BS in business administration and economics with an emphasis in finance, from California Polytechnic State University, San Luis Obispo. Mr. Marcia is a CIPM Certificant and member of the CIPM Association.

Manager of Client Relations & Compliance
Rachel Simonelli

Ms. Simonelli is responsible for overseeing SKBA's client relationships and works alongside the Chief Compliance Officer coordinating SKBA's compliance program. Prior to joining the company, Ms. Simonelli worked for a consulting and government relations firm in Sacramento that deals primarily with the metalworking industry in California. Ms. Simonelli also has experience working with at-risk youth and served as a Peace Corps Volunteer in Ukraine in the Youth Development program. She received her BA from Mount St. Mary's College in Los Angeles and her MA from San Jose State University.

Director of Finance & Corporate Development
Kim Tagle, CPA

Ms. Tagle is the Director of Finance & Corporate Development and responsible for accounting, finance, human resources, marketing, and business development. Previously, Ms. Tagle served as the Regional Managing Partner for Tatum, LLC and was a founding member of Resources Global Professionals (RGP) where she acted as Regional Managing Director - Strategic Accounts. Ms. Tagle also spent time at The Clorox Company where she participated in its finance and accounting management rotation program. Ms. Tagle started her career in auditing with Deloitte where she earned her CPA. Ms. Tagle is a member of the AICPA. Ms. Tagle received her BS in accounting from the University of Southern California.