The President and Chief Investment Officer at Alpha Analytics formed his pragmatic investment philosophy through his years as a tax and business attorney. Mr. Gipson began his career in the Tax Group of the Los Angeles law firm of Irell and Manella. After helping found the law firm of Gipson, Hoffman & Pancione, he continued to represent individuals, private and public companies and charitable entities.
In 1998, after more than 20 years of helping privately owned businesses and high net worth families with their investing needs, Mr. Gipson helped form Alpha Analytics Investment Group, LLC. Alpha Analytics provides investment consulting and investment management services to individual portfolios, corporate retirement plans and trusts. Mr. Gipson graduated from Harvard University (A.B. 1967) and Yale University (J.D. 1973). He was admitted to the State Bar of California in 1973. He founded the Los Angeles Venture Association (LAVA), a not-for-profit venture forum and has served on the Board of Trustees of the City Scholar's Foundation, the Claremont University Consortium and the Sundance Institute.
Robert, a Managing Director and Portfolio Manager at Alpha Analytics, was previously a Senior Vice President and Senior Investment Manager at Wells Fargo Private Bank for HNW clients, trusts and institutions on the fiduciary Investment Management and Trust platform. At Wells Fargo Private Bank, Robert created, implemented and managed customized investment strategies using individual stocks, bonds, mutual funds and alternative assets. Prior to Wells Fargo, Robert served as a Senior Director and Team Leader – Portfolio Management at BNYMellon. Robert was also a Principal, Senior Vice President and Equity Portfolio Manager at Financial Management Advisors; a $1.9 billion multi asset management firm. At FMA, Robert managed the equity portfolios while leading a team of sector specific equity analysts. Robert began his career as an analyst at Schroder Investment Services.
Robert, his wife Celine and their daughter Lauren reside in West Los Angeles. Celine, an avid equestrian, is a principal at Technical Connections, a firm dedicated to IT recruiting. Robert, an auto enthusiast and member of the Checkered Flag Club of the Petersen, is the current President of the Johnson School club of Los Angeles and a board member of the Cornell Club of Los Angeles. He has also served on the board of directors for La Salsa Restaurants, Rhino Chaser Beer and the Watts Health Foundation. Robert also enjoys participating in the Temple Isaiah, Westwood Charter and AYSO Communities.
Robert received his B.A. from the University of California – Santa Barbara and his MBA from Cornell University.
Michael is a member of the Alpha Analytics Advisory Board. Dr. Diamond is Professor Emeritus at the University of Southern California with joint appointments in the Marshall School of Business and the Rossier School of Education prior to his retirement in August 2013.
At the Marshall School of Business, Dr. Diamond served as the Dean of the Leventhal School of Accounting from 1986-1994 and director of the school’s SEC and Financial Reporting Institute. During his tenure, the Leventhal School of Accounting was consistently ranked as one of the top five accounting programs in the country.
At the Rossier School of Education, Dr. Diamond was the Executive Director of APRISE (Asia Pacific Rim International Study. In addition to his international responsibilities as the Executive Director of APRISE, he has been involved with non-U.S. college and universities, such as the University of Botswana, Korea University and Sochi University in Russia.
Dr. Diamond served as Vice President and Executive Vice Provost of the University of Southern California where he was responsible for managing and overseeing an academic budget approaching $1 billion. He had broad ranging responsibilities pertaining to the university’s academic planning and budgeting processes, strategic planning, institutional research, academic dean selection; and was responsible for the university’s then five international offices. Over his tenure in the Provost’s Office, Dr. Diamond was one of the chief architects and implementers of three strategic plans adopted by USC’s Board of Trustees. He has published articles in Change and co-authored two monographs on academic leadership and crisis management in higher education, and has lectured throughout the United States, Europe and Asia on business and accounting education innovation. His articles have appeared in the Harvard Business Review, Accounting Horizons, Journal of Accounting, and The European Accounting Review. He has authored or co-authored several accounting textbooks that were used extensively in the United States.
Dr. Diamond has taught at California State University, Los Angeles, and has been a visiting professor at the University of California, Berkeley and the University of California, Los Angeles. He is the recipient of the California Society of CPAs Faculty Excellence Award for 1993 and was named as one of the “Top 100 Most Influential People in Accounting” in both the fall 1997 and 1998 issues of Accounting Today. Dr. Diamond served as President of the American Accounting Association (the national association of university accounting professors) from August 1998 to August 1999.
In July 1994, Dr. Diamond developed with Michael Moore the Strategic Planning Partnership, an initiative of the Ernst & Young Foundation. This program assisted selected business schools and other academic organizations in strategic planning and change management processes.
Dr. Diamond and his wife, Elaine, a graduate of Hebrew Union College, have one son, Jacob, a graduate of Drew University and George Washington University.
Dr. Diamond received his B.A. degree from the University of California, Berkeley, and his M.S. and Ph.D. degrees from the University of California, Los Angeles.
Myron is a member of the Alpha Analytics Advisory Board. Mr. Kaufman, previously the Senior Regional Wealth Planner for the Wells Fargo Private Bank in Los Angeles, has deep experience pertaining to income tax, estate tax, and retirement planning for high net worth individuals.
Prior to joining Wells Fargo, Mr. Kaufman worked at a major financial planning firm in Los Angeles designing and implementing sophisticated wealth transfer solutions. Mr. Kaufman, a member of the Pacific Council on International Policy, has significant experience in international taxation.
Earlier in his career, Mr. Kaufman had been a senior tax manager at Deloitte & Touche in Los Angeles and PricewaterhouseCoopers in Washington, D.C. He has also taught income tax planning at Golden Gate University’s graduate program in taxation in Los Angeles.
Mr. Kaufman received his B.A. degree from Cornell University and his J.D. from New York University.
Jack is Senior Vice President, Operations and Chief Compliance Officer for Alpha Analytics Investment Group, LLC. Since 1989, Mr. McNally has also been Vice President, Finance for Corporate Management Group, Inc., a family office which provides specialized financial services to wealthy families, individuals and their related companies and trusts. Mr. McNally has blended his extensive experience in the areas of finance, accounting and investments with a desire to meet the changing financial needs and requirements of his clients. Prior to joining Corporate Management Group, Inc., Mr. McNally provided his finance and accounting services to 3 manufacturing corporations. It is from this experience that he became convinced that wealthy individuals and families could benefit from sophisticated corporate finance disciplines, methods and practices. Mr. McNally began his professional career as a certified public accountant (CPA) in the State of California with a national CPA firm. There he provided tax, auditing and consulting services to a variety of companies and individuals.
He received his undergraduate degree in accounting from the University of Southern California in 1979.
John, Vice-President, developed his investment philosophy during his career as a scientist. He believes that emotions often play too large a role in deciding when, how and where to invest. The best shield against making decisions colored by emotions, he says, is to bring quantitative techniques to the process.
After receiving a Ph.D. in Theoretical Physics from Yale University in 1982, Dr. Gipson served on the faculty of Virginia Polytech and subsequently worked at NASA. This background gave him the ability to apply mathematical and statistical techniques to analyze and solve real world problems.
Dr. Gipson's varied scientific and engineering career has had a profound influence on his investment philosophy. He began applying scientific knowledge to finance and investments when making his own investment decisions. In 1998, he began providing Alpha Analytics with "financial engineering" advice based on quantitative analysis. In 1999, he became a vice president. Dr. Gipson developed Alpha Analytics' proprietary quantitative investment model. Dr. Gipson works in the Silver Springs, Maryland regional office of Alpha Analytics.
Sofia is a client service professional with Alpha Analytics. She provides clients with quality customer service, relationship management, as well as maintaining operational and administration responsibilities. Charitable organizations have also benefited from Sofia’s talents including Vintage Hollywood Foundation, James Redford Institute for Transplant Awareness, Share the Beat, Simply Shakespeare/Shakespeare Festival LA, Lucky Brand Foundation, The Painted Turtle and others. Sofia brings over 20 years of experience and attended UCLA and St. Theresa’s College. She was awarded recognitions of merit from Phi Beta Kappa and the Society of Women Engineers (SWE). Sofia was trained in the Russian Vaganova method of classical ballet and, in her spare time, continues to immerse herself in the arts, languages, food and travel.
Brenda Gonzalez is Assistant Vice President at Alpha Analytics team; her responsibilities focus on administrative duties—including marketing and customer service—and learning investment methodology to eventually help manage portfolios.
Brenda is a Mexican native that moved to the US as a young teen. This transition pushed her to pursue an Anthropology BA from the University of California Los Angeles (UCLA)—all her tuition cost and books were covered by the UC Blue and Gold Program and both Cal Grants offered by the State of California.
Brenda chose to study Anthropology as a result of her exposure to a diverse society and distinct national environment from her origins. Thus, she attained a comprehensive understanding of diversity and globalization and the driving source of changes around the socio-cultural arena of the world.
During her time at UCLA, she was part of M.E.Ch.A., Classical Society, and Undergraduate Anthropological Association. She served as a volunteer note taker for the UCLA Office of Students with Disabilities and intern for the UCLA CPO Student Retention Center. Brenda has always shown interested in assisting others as much as she can, as a result she helps her family as a translator for both personal and business matters. At UCLA, she worked for 3 years with the Early Academic Outreach Program which focuses on assisting high school students through the college admissions process. Later on, Brenda worked with the UCLA Housing & Hospitality Services Access Control department which focuses on providing a secure and safe environment for students staying at the UCLA dorms and UCLA guests.
Brenda became interested in the business/economic sector after graduation from UCLA and hopes to pursue a MBA in Finance and International Commerce.
Geoff is a member of the Alpha Analytics Investment Board. Geoff provides comprehensive wealth management and banking solutions to ultra-high net worth individuals and their families.
Mr. Seaman has over 30 years of financial services experience. He most recently served as Senior Wealth Management Director for BNY Mellon and as SVP for City National Bank. Geoff Worked closedly with legal and accounting advisors in the design and implementation of advanced strategies regarding estate, charitable, business continuity, and succession planning.
Geoff has a BA from Indiana University, a MBA from the University of Chicago, and a JD from Southwestern School of Law. As a Member of the Society of Trust and Estate Pratitioners (STEP), he has the designation of Trust and Estate Practitioner (TEP). Geoff has served on various boards for a number of Los Angeles charitable institutions including Breathe LA, SOVA, and Jewish Family Services of Los Angeles.
In addition, Geoff has been a speaker for the American Bar Association, the California Association of CPAs and the Society of Trust and Estate Practitioners, as well as Public Charitable organizations and Estate Planning Councils through the Western United States.