Weatherly Asset Management - San Diego Business Website

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Company:	Weatherly Asset Management
Web Address:	http://www.weatherlyassetmgt.com
Address:	832 Camino del Mar #2Del Mar, CA 92014
Phone:	(858) 259-4507
Type:	Money Management
Profile:	With over 25 years of portfolio management experience to high-net-worth individuals and institutional clients, Carolyn offers a wealth of investment expertise to WAM`s clients. Carolyn is an engineer by training, having received her B.S. and B.A. from Stanford University. Her analytical training was initially as an Investment Banker in public finance for Dean Witter Reynolds, Inc. in New York. Carolyn managed over $1 billion in assets during her previous experience as a portfolio manager at Neuberger & Berman in New York and, prior to that, at Payden & Rygel Investment Counsel in Los Angeles. In June 1994, Carolyn relinquished her day-to-day responsibilities at Neuberger & Berman to devote her full attention as President and Chief Investment Officer to Weatherly Asset Management, which began managing client funds in December 1994. Carolyn is a member of the Association for Investment Management and Research (AIMR), the Estate Planning Council of San Diego, and the Chartered Financial Analysts Society of San Diego. Licenses held are Series 7, 65, and 3. Carolyn Taylor is a member of the San Diego Foundation’s Investment Committee assisting to manage $475 million of San Diego’s community assets. She is also a board member of a number of other charitable community organizations such as the Pacific Intercultural Exchange, the Jewish Community Foundation, and the Estate & Tax Planning Council. Carolyn is a committee member since inception of National Advisors Best Practices Committee. Carolyn was chosen by Worth Magazine in 1998, 1999, 2001, 2002 & 2004 for their list of Top Financial Advisors. Weatherly has been chosen by Bloomberg Wealth Manager in 2003, 2004 and 2005 for Top Wealth Manager. Candise Holmlund, CFA, CFP Senior Consultant candise@weatherlyassetmgt.com Candise Holmlund, CFA, CFP, brings over 25 years of experience in the financial markets to WAM. Candise currently specializes in financial planning and various analytical functions at Weatherly including stock option analysis, retirement planning, performance measurement, investment planning, asset allocation, and portfolio analysis. Prior to joining Weatherly, Candise was Vice President, Manager of Trading and Investments at First Interstate Investment Services in Los Angeles, California where she managed a portfolio of $5 billion in Domestic and Foreign Investments for large public pension funds including Cal PERS, Oregon PERS, and Nevada PERS. Candise served as a senior member of the investment committee and provided credit, market, and economic analysis. Previous to joining First Interstate, Candise traded fixed income securities for Merrill Lynch in their Institutional Sales and Trading Division. Candise was responsible for global money market securities, government securities, futures, and derivative products coverage to large money managers on the West Coast. While at Merrill Lynch Candise also specialized in restricted stock sales and option execution for key officers of Silicon Valley Companies. Candise is a Certified Financial Planner (CFP) and is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, the Chartered Financial Analysts Society of San Diego, the Estate Planning Council of San Diego, and the Financial Planning Association (FPA). Licenses held are Series 3, 7, 63 and insurance licenses. Candise resides in Rancho Santa Fe with her husband and two children and is active in several community civic and charitable organizations such as the Children’s Hospital Auxiliary, Neighbor Help, RSF Community Center, RSF Foundation Women’s Fund, as well as public & private school fundraising. Margaret Hazel Easton Controller, Client Services hazel@weatherlyassetmgt.com Hazel Easton has worked at Weatherly Asset Management (WAM), a Registered Investment Advisor, alongside the Founder, Carolyn Taylor, since the inception of the Firm in 1994. As Controller of the Firm, her main duties are Finance, Compliance, Client Services, Computer and Office Administration. She also shares responsibility for the monitoring and reporting on our client’s portfolios. In addition to her eleven years with WAM, Hazel has over 30 years of prior experience in complimentary professions such as teaching, real estate and accounting. Born and educated in England, Hazel began her career after receiving a Diploma of Education from London University, teaching both in England and the West Indies. After settling in California, Hazel passed the California Real Estate Board exams and, for many years, enjoyed being a licensed Real Estate Agent and Property Manager with a Century 21 Realtor in Del Mar. Along with accounting, administration and real estate experience, further college studies naturally propelled Hazel to occupations in the accounting and financial world. Hazel Easton worked with a Certified Public Accounting Firm and a Commercial Real Estate Firm prior to joining the Weatherly Asset Management team. Hazel Easton is a Registered Investment Advisor Representative (RIA), holding Series 2 and 65 Licenses. She is also an Accredited Investment Fiduciary (AIF). Hazel is a member of the La Jolla Trust and Probate Section and a member of the AIPB. She has qualified for the “Find a 529 Pro” Directory, a listing of professional consultants with knowledge on 529 College Planning and Qualified State Tuition Programs. In order to offer clients of Weatherly additional services, she is a Notary Public, bonded in the State of California. Steven Michaliszyn Advisory Analyst steve@weatherlyassetmgt.com Steven Michaliszyn, an Advisory Analyst for Weatherly Asset Management, brings an array of diversified investment experience. His roles at WAM encompass building valuable relationships with new and existing clients as well as day to day research evaluation. Steven’s primary focus at Weatherly is to ensure the utmost of accuracy and efficiency with client needs and demands along with full operational and back office support efforts. Steven’s previous experience is from Franklin Templeton Investments in San Francisco, where he worked as a Mutual Fund Legal Compliance Analyst. As a Team Leader, Steven brings strong leadership and analytical skills coupled with experience in security research and statistical analysis. Steven has spent time guiding groups of analysts over all aspects of SEC, NASD, and 1940 Act regulations, auditing multi-billion dollar Small Cap Growth and Tax-Free Municipal Bond funds. Steven is an economist by education, receiving his B.A degree from the University of California San Diego in economics with continued studies in mathematics. Licenses held are a Series 6 & 65. He has shown his commitment to hard work and personal achievement with years of dedication to customer service and the investment industry.
Specialty:	http://www.weatherlyassetmgt.com/new/weatherlyassetmgt/
Locations:	832 Camino del Mar Suite 2, Del Mar, CA 92014 Phone: 858.259.4507 Fax: 858.259.0782 Email: carolyn@weatherlyassetmgt.com
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