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Heather U. Baines
President
Chief Executive Officer
Ms. Baines is President and Chief Executive Officer of Pacific Income Advisers, Inc. investment management firm that manages approximately $4 billion in Fixed Income for institutional and individual investors. She is also the Executive Vice President of Anworth Mortgage Asset Corporation, a Real Estate Investment Trust listed on the New York Stock Exchange. Ms. Baines is a graduate of Antioch College where she earned a Bachelor of Arts degree in Business. She previously served as Director and Senior Vice President for Security Pacific Investment Managers, Inc. Currently, Ms. Baines serves on the Board of SONANCE, an organization which supports the House Ear Institute, the largest Research Institute in the country for ear and balance. She also serves on the board of the American Association for Health Freedom. |
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Lloyd McAdams, CFA, CEBS
Chairman
Chief Investment Officer
Lloyd McAdams has been the Chairman of the Board and Chief Investment Officer of our company since its formation. Before joining PIA, Mr. McAdams held the positions of President of Security Pacific Investment Managers, Inc., Senior Vice President of Trust Company of the West, and an Investment Officer with the State of Tennessee. Mr. McAdams has served as a Board member of the California Public Employees Retirement System ("CALPERS"). Mr. McAdams is also the Chairman and CEO of Anworth Mortgage Asset Corp, a NYSE listed company that manages a portfolio of mortgage backed securities for its shareholders. He is a Chartered Financial Analyst Charter Holder, and a Certified Employee Benefit Specialist. B.S. in Statistics, Stanford University; M.B.A., University of Tennessee.
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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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Joseph E. McAdams, CFA
Senior Vice President
Director of Bond Portfolio Management
Mr. McAdams is a Portfolio Manager and the Director of Fixed Income. Since joining the Bond Strategy Group in 1998, Joe's responsibilities have included mortgage and asset-backed security research and managing fixed income trading. Mr. McAdams' investment experience began with Donaldson, Lufkin & Jenrette in New York as a mortgage-backed security analyst and trader. Mr. McAdams earned his Bachelor's degree magna cum laude from The Wharton School of the University of Pennsylvania with dual concentrations in Finance and Real Estate and additionally holds a Master's degree in Economics from the University of Chicago.
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Thad M. Brown, CPA, CFP®, IACCPsm
Chief Operating & Compliance Officer, Treasurer and Secretary
Mr. Brown is the Chief Operating and Compliance Officer, Corporate Secretary and Treasurer. He began his career with Touche Ross & Co., Certified Public Accountants and in 1987 associated with Provident Investment Counsel, Pasadena, California becoming their Chief Operating Officer. Mr. Brown studied Business Management and Finance at Metropolitan State College of Denver, graduating magna cum laude and completed a Master's Degree in Tax Law from the University of Denver. He is a Certified Public Accountant, received the Personal Financial Specialist designation from the American Institute of Certified Public Accountants, the CFP® designation from the CFP Board and the Investment Adviser Certified Compliance Professional (IACCPsm) designation from National Regulatory Services.
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