| Sales Representatives:
John Hart ~ Western
Region
Robert Finley ~ Southwestern
Region
David Pitsch ~ Midwestern
Region
Michael Remigino ~
Northeastern Region
Thomas Vaughn ~ Mid-Atlantic
Region
Shawn Daigle ~ Southeastern Region
Find the Sales Representative serving your
area
Marketing Staff:
Kathryn Bassett
Emily Najour
Mary Britton
Ana Contreras
Western Region:
John W. Hart, JD, CIMC E-mail
John Hart's associate Katie Bassett
President, National Marketing Director
Western Region Sales Representative
back to top of Sales & Marketing
page ^
Mr. Hart has over 25 years of experience in the investment industry. Prior
to joining Berkeley Capital Management LLC, 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 an 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 ^
Southwestern Region:
Robert A. Finley, Jr. E-mail Robert Finley's associate Katie Bassett
Senior Vice President
Southwestern Region Sales Representative
Robert comes to us from UBS Global Asset Management where he was a Vice President and Regional Director. He has over 11 years of investment experience in both high net worth retail and institutional markets. Prior to his tenure with UBS, Robert worked at Clarke, Lanzen & Skalla on the wholesale side and The Cambridge Group in Dallas, Texas for 6 years as a Registered Investment Advisor.
back to top of Sales & Marketing page ^
Insurance . Perfect dedicated server host for e-commerce site
Midwestern Region:
David J. Pitsch, CFP®, AIF® E-mail
Dave Pitsch
Managing Director
Midwestern Region Sales Representative
Mr. Pitsch has over 20 years of experience in the investment industry.
Prior to joining Berkeley Capital Management LLC, 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
Mike Remigino's associate Emily Najour
Managing Director
Eastern Region Sales Representative
Mr. Remigino has over 9 years of experience in the investment industry.
Prior to joining Berkeley Capital Management LLC, 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 ^
Mid-Atlantic Region:
Thomas J. Vaughn, AIF® E-mail
Thomas Vaughn
Managing Director
Mid-Atlantic Region Sales Representative
Mr. Vaughn has been in the investment industry since 1993.
Prior to his joining Berkeley, he was a Senior Vice President and Regional
Director with Old Mutual Investment Partners and it predecessor firm,
Provident Investment Counsel. Previous experience includes both sales
management and sales positions with Alliance Capital Management, Comdisco
and Xerox Corporation.
Mr. Vaughn holds a B.S. in marketing from Fairfield University. He is
a member of the Investment Management Consultants Association (IMCA) and
the Association of Investment Management Sales Executives (AIMSE).
back to top of Sales & Marketing
page ^
Southeastern Region:
Shawn Daigle, CIMA E-mail Shawn Daigle
Senior Vice President
Southeastern Region Sales Representative
Mr. Daigle comes to us from Northern Trust, where he was a Vice President and Capital Markets Sales Manager. He has over 13 years of experience in the investment industry. Prior to his tenure with Northern Trust, Shawn’s previous positions include institutional and retail sales positions with Asea Brown Boveri, Merrill Lynch, Salomon Brothers and Barclays.
He is a member of the Investment Management Consultants Association and has the distinguished designation of being a Certified Investment Management Analyst.
back to top of Sales & Marketing
page ^
Katie C. Bassett E-mail
Katie Bassett
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 ^
Emily Najour E-mail
Emily Najour
Marketing Associate
Ms. Najour is the internal marketing contact for the Northeast and Mid-Atlantic
regions. Ms Najour holds a BA from Fordham University in New York.
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 2001-2004 Berkeley Capital Management LLC.® All rights reserved.
|