PVG brings a highly experienced team management to your portfolio. Our management experience includes volatile as well as upward trending markets dating back to the 1960’s. We celebrate our independence from consensus management and marketing pressures.
Managing money since 1985 or over 25 years, Mr. Adams prior experience includes serving as Chief Investment Officer and portfolio manager for the Berger Mutual Funds, and as a portfolio manager for Kemper and the Dreyfus/Founders mutual funds. Under Mr. Adams leadership, Berger Funds was recognized by Mutual Fund magazine as the nation’s second best performing Fund Company for multiple years. The Founders Balanced fund was the top ranked performing balanced fund for three years under his man¬agement and Barron’s magazine recognized Pat as having “All the Right Moves” and “Perfect Timing”. Patrick’s education includes an MBA from Xavier University and a BS from Ohio State University. He has passed rigorous requirements to earn his international professional certification as a Chartered Financial Analyst issued by the CFA Institute.
Managing money since 1969 or for over 40 years, Mr. Pecoraro’s career includes experience as a security analyst with Security Pacific National Bank and the British brokerage firm, Joseph Sebags, in Los Angeles and London. Mr. Pecoraro was a top performing fund manager with the Oppenheimer Funds Group from 1974 through 1981, after which he helped form an investment advisory firm, Alpine Capital Management, which he sold in 1988 to form PVG Asset Management. Mr. Pecoraro developed the Loss Averse Investing approach during 1998/1999 when he became concerned about the possibility of unfavorable future market conditions and the impact of such conditions on clients. He earned MS and BA Economics degrees from California State University, Fullerton. He has passed rigorous requirement to earn his international professional certification as a Chartered Financial Analyst issued by the CFA Institute.
Rick Garcia is the portfolio manager for PVG’s technical strategies and his leadership role includes management of the sales and marketing division at PVG Asset Management. Rick also serves as a member of the investment committee. He has worked in the financial industry since 2006. Prior experience includes positions held at Charles Schwab & Company and Jackson National. Preceding the financial industry, Rick served in the United States Marine Corps for 5 years, with overseas deployment during Operation Enduring Freedom (2001) and Operation Iraqi Freedom (2003). He was honorably discharged as a Sergeant in 2003. He has his BS Finance degree from Metropolitan State College of Denver.
Timothy J. McIntosh serves as a portfolio manager for PVG. He oversees aspects of major client accounts and serves as the lead portfolio manager for the firm’s U.S. Corporate Flexible Bond portfolio. Tim also serves as a manager for the firm’ Large Cap Value and Value Long/Short portfolios. He is a member of the firm’s investment committee. He previously served as the Chief Investment Officer for SIPCO. He additionally was a Professor of Finance at Eckerd College from 1998 to 2008. Mr. McIntosh’s is the author of four books including The Snowball Effect and The Sector Strategist. Tim has a Bachelor of Science Degree in Economics from Florida State University and Masters of Business Administration (M.B.A) degree from the University of Sarasota-Argosy. He also holds a Master of Public Health Degree (M.P.H) from the University of South Florida. Tim also maintains a CERTIFIED FINANCIAL PLANNER™ license. Tim is an Army veteran, having served active duty in the U.S. Army Military Intelligence Unit. Tim is based in our Clearwater, Florida branch.
Paul is a senior market strategist and also provides equity/bond analysis for the firm. He is a member of the firm’s investment committee. Paul is the portfolio manager for the Global Macro Strategy. Paul is a CERTIFIED FINANCIAL PLANNER™. Prior to joining PVG, Paul was CEO for SIPCO Investment Management Company. He also owned and operated an independent investment advisory firm. He retired from the U.S. Army as a disabled-veteran Lt. Colonel in the Special Forces.
An integral member of the PVG team since 2008, Ms. Henderson is the backbone of operation support. In 2010 she assumed management responsibilities across all corporate functions as Director of Operations. As Director of Operations Ms. Henderson executes trades, coordinates new business, oversees financial controls, and manages client reporting. Ms. Henderson received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.
Annie Gallegos serves as a Senior Trader and Director of Operations for the firm. She is an Advent Axys & Moxy Trading specialist. She provides client support, daily portfolio reconciliation, performance reporting and assists in compliance. She also maintains control procedures and performs data integrity audits to ensure accuracy. Annie has her Bachelor of Arts Degree in Economics from Northwestern University. Her previous experience includes employment with Chicago based Premier Asset Management, LLC. and WaMu Investment, Inc.