 |
|
|
|
|
|
|
|
 |
|
 |
|
|
|
|
 |
Sales Representatives:
John Hart ~ Western Region
David Pitsch ~ Midwestern Region
Michael Remigino ~ Northeastern Region
James Robinson ~ Southeastern Region
Find the Sales Representative serving your area
Marketing Staff:
Kathryn Bassett
Mary Britton
Ana Contreras
Western Region:
John W. Hart, JD, CIMC E-mail John Hart's associate Katie Bassett
Managing Director, National Marketing Director
Western Region Sales Representative
back to top of Sales & Marketing page ^
Mr. Hart has over 23 years of experience in the investment industry. Prior to joining
Berkeley Capital Management, he was VP at Dreman Value Management.
Previous experience includes Marketing Director for New York Life
Insurance Company and National Marketing Director for the corporate finance division of
E.F. Hutton.
Mr. Hart holds a BS from the University of Oregon and a JD from California Western
School of Law. He is a member of the International Association of Financial Planners,
the Institute for Investment Management Consultants, the Investment Management
Consultants Association, and has the distinguished designation of being a Certified
Investment Management Consultant. Mr. Hart is a nationally recognized expert in the
consultant industry and is frequently a participant on industry panels and symposiums.
Mr. Hart also speaks on topics involving trusts, foundations, endowments and ERISA and
has had various articles published related to these topics.
back to top of Sales & Marketing page ^
Midwestern Region:
David J. Pitsch, CFP E-mail Dave Pitsch
Senior Vice President
Midwestern Region Sales Representative
Mr. Pitsch has over 20 years of experience in the investment industry.
Prior to joining Berkeley Capital Management, he was Vice President
Regional Sales Director with WEBS (World Equity Benchmark Shares).
Previous experience includes Personal and Investment Planning for Hawthorne
Credit Union and Vice President Marketing for VanKampen Merritt (predecessor
of VanKampen Funds).
Mr. Pitsch is a CFP and holds a BS and an MBA in Finance from Northern
Illinois University. He has also completed two CFP master level
courses in Investment Analysis and Portfolio Management and Advanced
Estate Planning. Mr. Pitsch is a member of the Financial Planning Association.
back to top of Sales & Marketing page ^
Northeastern Region:
Michael J. Remigino, CIMC E-mail M. Remigino's associate Katie Bassett
Senior Vice President
Eastern Region Sales Representative
Mr. Remigino has over 8 years of experience in the investment industry.
Prior to joining Berkeley Capital Management, he was Northeast
Regional Marketing Manager, First Vice President at Salomon Brothers
Asset Management, Inc. Previous experience includes National Managed
Money Coordinator and National Managed Money Internal Account
Representative with Salomon Brothers.
Mr. Remigino holds a BS in finance, Magna Cum Laude from Manhattan
College in New York.
back to top of Sales & Marketing page ^
Southeastern Region:
James Robinson, CFP E-mail James Robinson's associate Mary Britton
Senior Vice President
Southeastern Region Sales Representative
Mr. Robinson has over 13 years of experience in the financial services industry.
Prior to joining Berkeley Capital Management, he was Vice President at
Phoenix Investment Partners. Previous experience includes Vice President
for Raymond James and Associates in the Asset Management Services Division.
Mr. Robinson holds a BS and an MBA from the University of Central Florida.
He has the distinguished designation of being a Certified Financial Planner.
back to top of Sales & Marketing page ^
Katie C. Bassett E-mail Katie Bassett
Assistant Vice President
Ms. Bassett has over seven years of experience in
the investment industry. Previous experience includes Senior Marketing
Associate in the Broker/Dealer department at Montgomery Asset Management
and Technical Analyst with the Consulting Group of Salomon Smith Barney.
Ms. Bassett holds a BA from California State University, Sonoma.
back to top of Sales & Marketing page ^
Mary E. Britton E-mail Mary Britton
Manager, Private Account Administration
Ms. Britton has 13 years of investment experience,
ten of which have been with Berkeley. She attended the University of
Washington and Seton Hall University.
back to top of Sales & Marketing page ^
Ana E. Contreras E-mail Ana Contreras
Marketing Assistant
Ms. Contreras has over 12 years of Administrative
Assistant experience with a major corporation and five years with a
non-profit organization.
back to top of Sales & Marketing page ^
About Us | Products | Personnel | Resources | Contact
Copyright 2001 Berkeley Capital Management.® All rights reserved.
Berkeley Capital Management is registered with the SEC under
the Investment Advisors Act of 1940. All information provided herein
is general in nature. Nothing on this page constitutes an offer to
sell securities, provide investment services of any description, nor
constitutes investment or legal advice.
|
|
|
 |
|
 |
 |
|
 |
 |
|
|
 |
|
 |
 |
|
|
 |
|
|
 |
|
|
 |
|
 |
|
 |
|
| |