• George A. Henning

    George A. Henning

    Chairman, President and CEO

    George 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

    Jingjing Yan, CFA

    Fixed Income Portfolio Manager & Analyst

    Jing 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

    Conrad Lyon, CFA

    Senior Portfolio Manager

    Conrad 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

    Barbara A. Kelley

    Executive Vice President and Chief Compliance Officer

    As 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

    Catherine L. Henning

    Senior Vice President, Secretary and Director of Client Services

    As 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

    Becky Farrant

    CFP® professional

    Becky 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

    Julie Ford

    Investment Adviser Representative

  • Lianna Kzirian

    Lianna Kzirian

    Portfolio Associate

    Lianna 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.

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  • Laila-Poveda

    Laila Poveda

    Manager

    Laila 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

    Tika 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

    Araceli Rodriguez

    Araceli 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

    Arda 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.

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