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.
Heather U. Baines
President
Chief Executive Officer
Ms. Baines is President and Chief Executive Officer of Pacific Income Advisers, Inc. 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.
Timothy Tarpening, CIMA®
Executive Vice President
Senior Portfolio Strategist
Mr. Tarpening is the firm’s Executive Vice President and Senior Portfolio Strategist. He is a member of PIA’s three-person Macro Strategy group, the firm’s Investment Strategy Group, and a Principal. Mr. Tarpening joined PIA in 1993 as an Investment Officer and member of the Equity Portfolio Management Group. Mr. Tarpening is currently responsible for strategic portfolio construction and oversight of the PIA Business Development Group. Mr. Tarpening began his investment career in 1984 with Drexel Burnham Lambert (DBL) in Beverly Hills. In 1987, Tim became a Registered Representative with DBL, and later joined PaineWebber as a Vice President of Investments prior to joining PIA. 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.
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.
Evangelos Karagiannis, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager
Mr. Karagiannis is a Senior Portfolio Manager, member of the Macro-strategy Group and co-head of the Bond Group. Prior to joining PIA he served as a Post Doctoral Fellow at the University of California at Los Angeles where he studied as a Fulbright Scholar. Evangelos earned a Bachelor of Science in Physics from the University of Athens, Greece; and M.S., Ph.D. from the University of California at Los Angeles.
Daniel F. Meyer, CFA
Senior Vice President
Senior Portfolio Manager
Mr. Meyer is a Senior Portfolio Manager, member of the Macro-strategy Group and co-head of the Bond Group. Prior to joining PIA, Mr. Meyer served as Vice President of Credit/Underwriting at CSFC Retail Energy Finance, a wholly owned subsidiary of Credit Suisse First Boston. Additionally, he served as Finance Manager for Equity Marketing, Inc. and Senior Associate for Arthur Anderson LLP. He earned a Bachelor of Arts degree cum laude in Business Economics from the University of California at Santa Barbara.
Joseph E. McAdams, CFA
Senior Vice President
Mr. McAdams is a Portfolio Manager and specializes in Mortgage-backed Securities. Since joining PIA in 1998, Joe's responsibilities have included mortgage and asset-backed security research and managing fixed income trading and the Bond Strategy Group. 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.
Bradley P. Schluter, AIF®
Senior Vice President
Director of Marketing
Mr. Schluter is a Senior Vice President and the firm’s Director of Marketing. Brad’s responsibilities include business development and client management in the western United States. Brad joined PIA in 2001 with more than eighteen years of investment experience. Prior to joining PIA, he 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 his Bachelor of Science degree in Business from the University of Southern California.