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Timothy Tarpening, CIMA, AIF®
Executive Vice President
Senior Portfolio Strategist
Mr. Tarpening is a Portfolio Strategist and the Director of the Business Development Group. Since joining the firm in 1993, Tim has been instrumental in forming the PIA Business Development Group and Investment Strategy Group. Mr. Tarpening began his investment career in 1984 with Drexel Burnham Lambert in Beverly Hills. In 1987, he transitioned into sales as a Registered Representative with Drexel and later became a Vice President of Investments with PaineWebber. Mr. Tarpening received a Bachelor of Arts degree in Psychology at the University of California at Santa Barbara. In 1996, he earned his CIMA credential at The Wharton School of Business.
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Bradley P. Schluter, AIF®
Senior Vice President
Director of Marketing
Mr. Schluter is a Senior Vice President and National Sales Manager for the Business Development Group. Brad's responsibilities also include business development and client management throughout the western United States and the western portion of Canada. Brad joined PIA in 2001 with more than eighteen years of investment and consulting experience. Prior to joining PIA, Brad served as the Director of Marketing for The Burridge Group LLC. Previous investment experience includes Nicholas Applegate Capital Management where he was responsible for business development for their western territory. Brad began his investment career with E.F. Hutton in San Diego. He earned a Bachelor of Science degree in Business from the University Of Southern California.
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Thomas DiBari, CIMA, AIF®
Senior Vice President
Regional Director
Mr. DiBari is a Senior Vice President and Regional Director responsible for business development and client management in the northern United States and the eastern portion of Canada. Tom came to PIA in 1999 with more than seven years of investment and consulting experience. Tom served as a Financial Advisor with PaineWebber in Manhattan and managed the New York Consulting office for Ibbotson Associates. Tom began his professional career in Corporate Finance and Commercial Lending with PNC Bank in Pittsburgh. He earned a Bachelor of Arts degree in Economics from The Johns Hopkins University and graduated Cum Laude with an M.B.A. in Finance from the University of Notre Dame.
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Guy Torres, CIMA, AIF®
Vice President
Regional Director
Prior to joining PIA, Mr. Torres served as a Principal with Trivium Consulting, LLC and as a Senior Vice President of Consulting Services with Portfolio Management Consultants, Inc. He also served as a Financial Analyst with Asset Management Group. He earned a Bachelor of Science degree from Colorado State University and an M.B.A. from the University of Colorado at Boulder.
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Austin W. Rutledge, CIMA, CFA, AIF®
Vice President
Regional Director
Mr. Rutledge is the Regional Director for the Southern Region, responsible for supporting financial advisors with business development and client service. Prior to joining Pacific Income Advisers, Mr. Rutledge served as the Director of Investment Products at Syndicated Capital, Inc. He earned a Bachelor of Arts degree in Economics from Davidson College.
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Nicholas Parenti, CIMA
Vice President
Marketing Manager
Mr. Parenti is the Associate Director for the Northern Region, responsible for supporting financial advisors with business development and client service. Mr. Parenti joined the Business Development Group as an Intern prior to beginning his professional career with Pacific Income Advisers as an Equity Trader. He earned a Bachelor of Arts degree in Business Finance from Loyola Marymount University.
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Arlen Sookias
Associate Director
Arlen Sookias Associate Director Mr. Sookias is the Associate Director for the Western Region, responsible for supporting financial advisors with business development and client service. Prior to joining Pacific Income Advisers, Mr. Sookias served as Senior Marketing/Client Service Associate with Oakwood Capital Management and as Senior Investment Associate with Morgan Stanley. He earned a Bachelor of Science degree in Business Administration from the University of La Verne.
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Gary C. Chen
Associate Director
Mr. Chen is the Associate Director for the Southern Region, responsible for supporting financial advisors with business development and client service. Prior to joining Pacific Income Advisers, Mr. Chen served as an Investment Consultant with Phoenix Investment Partners, an Investment Analyst with Shuster Financial Group, and a Financial Advisor with Merrill Lynch. He earned a Bachelor of Arts degree in Business Administration from the University of Southern California.
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Catherine Schubert, CFA
Account Associate
Ms. Schubert began her investment career at Pacific Income Advisers. She earned a Bachelor of Science degree in Political Science from the University of California at Los Angeles.
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Mackenzie Putnam
New Accounts Administrator
Business Development Group
Ms. Putnam is responsible for the Administration of New Accounts. Ms. Putnam began her investment career as an Operations Specialist with Prudential Securities.
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