We help companies get to the point. What is the story? What is the message? What is the right collateral to deliver this message? What are proper return expectations for your products? What are your funds or firm’s true competitive advantage?
We help firms work with internal portfolio management, marketing, and sales teams to unite around a concise message and communicate more clearly. This strengthens the firm’s relationship with the financial advisor and their clients.
Securities offered through Compass Securities Corporation.
Member FINRA/SIPC 50 Braintree Hill Office Park, Suite #150 Braintree, MA 02184 Tel: (781)535-608
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Mr. Bakar brings over 25 years of experience in the financial services industry to Orinda Asset Management. Prior to joining Orinda, he led the marketing efforts at CEG Worldwide, a leader in financial advisor coaching and research. Before CEG, Mr. Bakar was Director of Marketing at AssetMark and Charles Schwab, helping advisors build their businesses through innovative marketing and practice management programs. In addition, he has worked in various marketing capacities for Wells Fargo Bank, GT Global and Callan Associates. Mr. Bakar holds his MBA in marketing and received his Bachelor’s degree from the University of California, Berkeley.
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Mr. Rowe serves as co-portfolio manager to Orinda’s income mutual fund product. He is jointly responsible for the Fund’s investment research, investment strategy, investment process and overall investment management of the Fund. From March 2014 to August 2016, Mr. Rowe served as Senior Research Analyst with the Adviser. From January 2013 to February 2014, Mr. Rowe served as a Fixed Income and Credit Analyst for Convergent Wealth Advisors, supervising investments in credit hedge funds and high-grade bonds, as well as assisting in portfolio construction and asset allocation. Mr. Rowe graduated from Johns Hopkins with a Bachelor of Arts and from Princeton with a PhD in History. Mr. Rowe holds the Chartered Financial Analyst (“CFA”) designation and is a member of the CFA Institute.
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Mr. Goltra serves as co-portfolio manager of Orinda’s income mutual fund product. He is jointly responsible for the Fund’s investment research, investment strategy, investment process and overall investment management of the Fund. From March 2010 to July 2016, Mr. Goltra served as a portfolio manager at Salient Partners (formerly, Forward Management LLC) after joining the company as a Senior Analyst in June 2009. Mr. Goltra served as Lead Portfolio Manager to the Salient Tactical Real Estate Fund (previously the “Forward Real Estate Long/Short Fund”) and co-led the portfolio management team of the Salient Real Estate Fund (previously the “Forward Real Estate Fund”), later serving as its Lead Manager.
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Mr. Pawlowicz brings over 25 years experience in the financial services industry to Orinda Asset Management, with extensive relationships in the independent financial adviser channel. Prior to co-founding the firm, he was a vice president with Altegris Investments, a firm specializing in alternative investments. Mr. Pawlowicz was responsible for the direct selling and sales management of offerings including hedge funds and managed futures investments. Prior to Altegris, Mr. Pawlowicz was a key member of the Capital Markets Group at Kensington Investment Group. In his role as vice president, Mr. Pawlowicz was responsible for the direct selling and sales management of the firm’s investment products. He received a Bachelor of Science in Marketing from the University of Missouri in 1989 and a Masters of Business Administration with an emphasis in International Business from Webster University in 1992.
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Ms. Yee brings over 25 years experience in the financial services industry to Orinda Asset Management. Prior to co-founding the firm, Ms. Yee was a managing partner, chief financial officer, and chief compliance officer of Kensington Investment Group where she was also a member of the firm’s executive committee. She was responsible for Kensington’s financial, operational and regulatory compliance functions and became a partner in the firm in 1999. Prior to joining Kensington, Ms. Yee was a controller for the real estate investment management firm MacKenzie Patterson Fuller, Inc. She began her professional career at Arthur Andersen, LLP, specializing in real estate audit and tax issues. Ms. Yee received her Bachelor of Science in accounting from the University of San Francisco in 1987.
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Mr. Gray brings over 25 years of investment experience to Orinda Asset Management. He is responsible for the Firm’s research, investment strategy, investment process, and overall portfolio management of the real estate and income products. From June 2009 through February 2013, Mr. Gray served as a portfolio manager at Forward Management LLC managing three private hedge funds. From 1994 to June 2009, Mr. Gray, one of the co-founders, served as a portfolio manager and acted as co-chief investment officer for Kensington Investment Group, Inc. where he directed the firm’s research and co-directed the investment strategy for the firm. Mr. Gray received a Bachelors of Science in Business Administration with a dual emphasis in both Finance and Real Estate in 1988 from the Business School at the University of California at Berkeley
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Mr. Kirkpatrick brings over 25 years experience in the financial services industry to Orinda Asset Management. Prior to co-founding the Firm in 2010, he was one of the founding partners of Kensington Investment Group, an investment advisory firm specializing in global real estate and infrastructure mutual funds. While at Kensington, Mr. Kirkpatrick served as a member of the firm’s executive and investment committees. In addition, he was managing director of the Capital Markets Group responsible for the distribution of the firm’s investment products, overseeing marketing and business development. Prior to forming Kensington in 1994, Mr. Kirkpatrick was employed at Liquidity Fund Investment Corporation where he was a senior analyst responsible for the research and trading of over 300 illiquid real estate securities. Mr. Kirkpatrick received a Bachelor of Science in Finance from the Business School at the University of California, Berkeley in 1984.
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