Investment Professionals

Daniel Ast, CFA, Senior Portfolio Manager
With over 27 years of investment experience, Mr. Ast is a 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.  More...

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.  More...

Steven Huntsinger, CFA, Senior Portfolio Manager
With over 26 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.  More...

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.  More...

Michael Serrano, Associate Portfolio Manager
Mr. Serrano brings over 16 years of experience in the financial services industry to First American’s investment division. Previously a portfolio analyst for First American Trust, he is responsible for managing client portfolios, performing various portfolio analyses, and is an integral team member for the firm’s communications and marketing efforts to consultants, institutional investors and high-net-worth individuals.  More...

Bijal R. Shah, CFA, Senior Equity Analyst

Mr. Shah oversees the Healthcare Sector, Financial (Banks & Brokers) Sector, and Utility Sector. Mr. Shah has over 20 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. More...

Alex J. Terano, Equity Analyst
Mr. Terano has 15 years of investment experience and currently serves as the lead analyst for the Insurance, Diversified Financials and Consumer Staples Sectors. Previously, Mr. Terano was responsible for equity and fixed income trading activities for the firm. Prior to joining First American, he was an Equity Trader at SAI Capital Management, Inc.  More...

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.  More...