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George A. Henning
Chairman, President and CEO
Read more: George A. HenningGeorge founded Pacific Global in 1991 to provide investment management for the Pacific Advisors family of mutual funds (PAF). He is portfolio manager of various value-oriented Separately Managed Account (SMA) equity and balanced strategies. George has over
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Jingjing Yan, CFA
Fixed Income Portfolio Manager & Analyst
Read more: Jingjing Yan, CFAJing is the portfolio manager of the Women in Leadership Separately Managed Account (SMA) strategy as well as a fixed income portfolio manager for individual SMAs and a fixed income analyst. She joined Pacific Global in 2001. From 2010 to early 2020
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Conrad Lyon, CFA
Senior Portfolio Manager
Read more: Conrad Lyon, CFAConrad is an Investment Adviser Representative and Senior Portfolio Manager at Pacific Global Investment Management Company, a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices.
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Barbara A. Kelley
Executive Vice President and Chief Compliance Officer
Read more: Barbara A. KelleyAs Chief Compliance Officer, Barbara is responsible for overseeing the firm’s compliance operations including compliance with securities laws and regulatory requirements, as well as internal policies and procedures. She joined Pacific Global in 2001 and served
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Catherine L. Henning
Senior Vice President, Secretary and Director of Client Services
Read more: Catherine L. HenningAs Director of Client Services, Catherine is responsible for the administration of Pacific Global’s investment advisory services. As a Compliance Officer and executive officer of the firm, she also helps oversee the company’s day-to-day operations. She joined Pacific Global in
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Becky Farrant
CFP® professional
Read more: Becky FarrantBecky is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Adviser Representative for Pacific Global in Florida with over 20 years experience in the financial services industry and over 15 years as a CFP® professional.
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Julie Ford
Investment Adviser Representative
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Lianna Kzirian
Portfolio Associate
Read more: Lianna KzirianLianna is a Portfolio Associate and Financial Planner at Pacific Global Investment Management Company, a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices.
Client Services
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Laila Poveda
Manager
Read more: Laila PovedaLaila has over 20 years of experience in the financial industry with a focus on client servicing. As Manager of Client Services she is responsible for overseeing client requests, reporting for portfolio managers and compliance with the firm’s policies and
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Tika Karapetian
Read more: Tika KarapetianTika started her career in the financial services industry with Pacific Global in 2014. In addition to servicing clients, she provides trade and reporting support to portfolio managers. Her role at the firm previously included providing administrative support and
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Araceli Rodriguez
Read more: Araceli RodriguezAraceli has over 25 years of experience in the financial industry providing high-quality client services. Her role in client services emphasizes working directly with clients, portfolio managers and account custodians to oversee service requests and facilitate
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Arda Jabourian
Read more: Arda JabourianArda has over 10 years of experience in the financial industry supporting clients and portfolio managers. Her role in client services focuses on assisting clients with account paperwork and transaction requests as well as working with teams.