Ken is the senior portfolio manager and head of Bel Air’s fixed income strategy. Before joining Bel Air Investment Advisors in 1998, Ken held the positions of Associate Director and senior trader, responsible for the West Coast Municipal Department of Bear, Stearns & Co., Inc. Prior to Bear Stearns, Ken was an Assistant Vice President in the High Yield Department with Drexel Burnham Lambert. Ken began his investment career in 1985.

Ken is involved with Big Brothers of Los Angeles and participates in triathlons. He received his B.S. in business administration from Pepperdine University.

Craig is a portfolio manager for Bel Air’s fixed income strategy. Before joining Bel Air Investment Advisors LLC in 2002, Craig was the Head Municipal Trader at Fidelity Investments in Los Angeles, handling municipal securities for institutional and retail clients. Before Fidelity, Craig was a Senior Vice President/Institutional Trader at Lehman Brothers, where he traded one of the largest municipal inventories on the West Coast, with an emphasis on bonds in the serial maturity range. Craig began his investment career in 1984.

Craig is active in the community and enjoys coaching youth soccer and baseball. He received his B.S. in economics from the University of California, Los Angeles.

Rich joined Bel Air Investment Advisors LLC in 1998, and is head of equity trading with specific responsibilities for the Bel Air Opportunistic Fund, LP. Prior to coming to Bel Air, Rich served as an Assistant Vice President with Donaldson, Lufkin & Jenrette, where his responsibilities included managing the Prime Brokerage Trading Desk. Before DLJ, he was with Icahn & Company for seven years, where his primary responsibilities included sales and trading for high net worth clients. Rich began his investment career in 1983.

Rich received his B.A. in Marketing from Rider University in Lawrenceville, New Jersey.

Gary joined Bel Air Investment Advisors LLC in 2004 where he is an equity portfolio manager. Previously, Gary held positions as an analyst at William O’Neil & Co. and a portfolio manager at Wells Fargo Bank, where he managed equity and fixed income portfolios for high net worth individuals. He was also a member of Wells Fargo’s Fixed Income Investment Policy Committee.

Gary has been a CFA charterholder since 2000 and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. He received his B.A. magna cum laude from the University of Rochester and his M.B.A. from The Wharton School at the University of Pennsylvania.

Tim joined Bel Air Investment Advisors LLC in 2007 where he is a senior equity analyst. Previously, he was a principal at Chapman Capital. From 2003 to 2006, Tim was the senior analyst and then partner at Symmetry Capital, a long/short hedge fund. Prior to Symmetry Capital, Tim spent nearly four years in equity research at Banc of America Securities. He was the sole research associate on the Major Pharmaceuticals team ranked as “Best Up-and-Comer” in Institutional Investor’s 2003 All-American Team.

Tim has raised money for cancer research for the Leukemia Society of America and regularly competes in triathlons. He received his B.A. in Molecular and Cell Biology with an emphasis in genetics from the University of California at Berkeley.

Neal joined Bel Air Investment Advisors LLC in 2008 as a Senior Equity Analyst. He was previously an Analyst and Sector Manager for 5 years at Ascend Capital, LLC, a long/short hedge fund, focusing on the Technology sector. Prior to that, Neal was an investment banker in the Technology Mergers and Acquisitions group at UBS. Neal began his career as an engineer in Boeing’s Space Systems division.

Neal has organized a fundraising team for Organs ‘R Us for many years and also organizes and participates on various running and soccer teams. He earned his B.S. from Massachusetts Institute of Technology and his M.S. from Stanford University.

Brian is a portfolio manager for Bel Air’s fixed income strategy. Brian joined Bel Air Investment Advisors in July of 2000. Prior to joining Bel Air, he worked at Morgan Stanley & CIBC Oppenheimer where he specialized in equity and fixed income portfolio management for high net worth individuals. Brian received his B.S. in Business Finance from the University of Southern California. He is an active participant in several non-profit organizations including the FIDF and the Guardians.

Jason is responsible for Bel Air’s multi-manager platform, including the manager selection process for traditional and alternative investments. He is also a member of the Investment Committee.

Prior to joining Bel Air, Jason was a Vice President at Beacon Pointe Advisors, where he worked with institutional clients in the areas of investment policy development, asset allocation, manager selection, and performance measurement and evaluation. Additionally, he was a member of the firm’s Investment Committee and was responsible for conducting research and due diligence on investment managers. Prior to joining Beacon Pointe in 2002, he was with Canterbury Consulting for three years.

Jason received a B.A. in Business Administration with a concentration in Finance from California State University, Fullerton. He has also passed level II of the Chartered Financial Analyst (CFA) exam.

Arun is the head of external investment strategies and a voting member of the Investment Committee. In addition to leading the process for the selection of traditional (long only) and alternative managers, he will contribute to the determination of the firm’s recommended asset allocation as well as style allocation within asset classes.

Prior to joining Bel Air, Arun was the Director of Research at Beacon Pointe Advisors where he led the research efforts in asset allocation and manager selection and performance monitoring across all asset classes. He has previously worked in several manufacturing organizations such as Ford Motor Company, Toyota Motor Manufacturing NA, and Honeywell in various engineering capacities.

Arun holds the Chartered Financial Analyst designation. He is a member of the CFA Institute and the New York Society for Security Analysts. Arun has received a Masters in Business Administration from University of Southern California and also a Masters in Industrial Engineering from Oklahoma State University. He has also passed Chartered Alternative Investment Association Level I exam.

Cari is responsible for Bel Air’s multi-manager platform, including the manager selection process. She is a member of the Investment Committee, in addition to her responsibilities in the process selecting traditional (long only) and alternative managers. Cari contributes to the determination of the firm’s recommended asset allocation as well as style allocation within asset classes.

Prior to joining Bel Air, Cari was an Investment Analyst at Standard & Poor’s where she oversaw $175 million in assets for clients employing multi-manager Model Allocation Portfolios that diversified among mutual funds, exchange-traded funds, and equity stock baskets for fee-based advisors.

Cari received her B.S in Finance from Drake University.

Max joined Bel Air Investment Advisors LLC in 2011 as a Junior Equity Analyst. He received his B.S. in Computer Science/Business Administration and a minor in Mathematical Finance from the University of Southern California. Max passed Level I of the CFA Program in 2011. In addition, he has two Android applications on the market and is currently enrolled in the UCLA Extension program.