Investment Professionals Biographical Information

David K. (D.K.) Willardson, CFA, Chief Investment Officer
Mr. Willardson is Chief Investment Officer and oversees the research and portfolio management functions at First American Trust. Prior to his current role, he served as Director of Equities as well as Senior Portfolio Manager and Analyst covering the Software and Commercial Services sectors.

James H. Rogers, CFA, Director of Fixed Income
Mr. Rogers is Director of Fixed Income. Utilizing knowledge gained in the market and an extensive educational background in finance, his success comes from identifying recurring patterns in the business cycle and exploiting opportunities on the yield curve.

Daniel Ast, CFA, Senior Portfolio Manager
With over 23 years of investment experience, Mr. Ast is the senior member of our investment team. He manages over a half billion dollars in institutional and trust assets for our clients. He manages portfolios that run the full gamut of objectives, from fixed income to equity.

Scott E. Dudgeon, CFA, Senior Equity Analyst
Mr. Dudgeon's experience as an equity analyst focusing on various segments within the technology sector spans more than 10 years and includes expertise gained from both the sell side and the buy side of the industry.

Steven Huntsinger, CFA, Senior Portfolio Manager
With over 23 years of investment management experience, Mr. Huntsinger is a valuable asset to our team. He has served as portfolio manager for corporate, union and state pension plans, endowments, charitable organizations, and individuals during that tenure.

Lysa Kristensen, CFA, Senior Portfolio Manager
Our clients have come to appreciate the analytical and risk management background of Ms. Kristensen when it comes to portfolio compliments her ability to develop a holistic understanding of each client's situation construction, implementation and client communication. Her investment passion and analytical training to create and implement an appropriate investment strategy for our clients.

Jason Nerio, Senior Equity Analyst
Mr. Nerio serves as lead analyst for the Basic Materials, Energy, Utilities and Consumer Staples sectors and research analyst for our mutual fund program. He is a Level II candidate in the Chartered Financial Analyst Program and a member of the Los Angeles Society of Financial Analysts.

Bijal R. Shah, CFA, Senior Equity Analyst
Mr. Shah has over 15 years of professional investment experience as an equity research analyst and sector manager. Prior to joining First American Trust, Mr. Shah was a Healthcare Analyst and Sector Manager with MBIA Insurance/ 1838 Investment Advisors in King of Prussia, Pennsylvania covering all aspects of the Healthcare Sector.

Alex J. Terano, Equity Analyst
Mr. Terano has over 10 years of investment experience and currently serves as the lead analyst for the Insurance and Diversified Financial Sector. Previously, Mr. Terano was responsible for equity and fixed income trading activities for the firm. Prior to joining First American, he was a Junior Equity Trader at SAI Capital Management, Inc.

Kevin M. Wilcox, CFA, Senior Portfolio Manager
With over 15 years of experience, Mr. Wilcox continues to enrich his passion in the investment management industry and takes pride in offering our clients superior customer service. As a portfolio manager with First American Trust he is responsible for managing client portfolios, performing research and setting investment policy. Previously, he was the lead analyst for the Financials (Banks/Brokers/Asset Managers) sector.