Meet The Team

Our team includes financial professionals with decades of experience in portfolio management, investment analysis and financial planning. Click on a department.

Investment Team

George A. Henning, Chairman, President and CEO, is portfolio manager of the small cap value strategy (including the Pacific Advisors Fund (PAF) Small Cap Value Fund, the AXA/Pacific Global Small Cap Value Portfolio (an investment option for the AXA Equitable Funds Management Group LLC’s EQ Advisors Trust) and Small Cap Value separately managed accounts (SMAs)); he is also portfolio manager of the mid‐cap value strategy (including the PAF Mid Cap Value Fund) and various value‐oriented SMA equity strategies. He is also Chairman and President of PAF and Chairman of Pacific Global’s subsidiaries. Prior to establishing Pacific Global in 1991, Mr. Henning served as Sr. Vice President of Transamerica Life Companies and President of its broker/dealer. Before joining Transamerica, Mr. Henning was Sr. Vice President at Chubb LifeAmerica and President of its broker/dealer and mutual fund companies. He received a B.S. degree from Geneva College and a M.S. degree from Indiana University.
Samuel C. Coquillard, Managing Director, is a portfolio manager for individual and institutional SMAs. In addition, he is the portfolio manager for the Pacific Advisors Large Cap Value Fund. Immediately prior to joining Pacific Global in 2006, Mr. Coquillard was a Senior Vice President of Chelsea Management Company, an investment advisory firm. Previously, Mr. Coquillard was a First Vice President of Merrill Lynch; Senior Vice President at Chase H&Q; and Vice President, Institutional Sales, at Wertheim Schroder & Co. Mr. Coquillard received a B.A. degree from the University of Southern California. In servicing individual client accounts, Mr. Coquillard is assisted by Sharon Simmons and Mary Lakisyan.
Charles J. Suh, CFA, Vice President, has been the principal research analyst for the firm’s small cap value strategy since joining the firm in 2007. He also serves as analyst for the firm’s midcap and large cap equity strategies; portfolio manager for various value‐oriented SMA equity strategies; and a portfolio manager of the PAF Income and Equity Fund and a portfolio manager with respect to the equity portion the PAF Balanced Fund. Prior to joining Pacific Global, Mr. Suh was a securities analyst with KeyBanc Capital Markets after starting his career at Lord Abbett & Co. He received a B.S. degree from the University of California, San Diego, and a M.B.A. degree from Columbia Business School where he was selected for the Value Investing Program.
  Jingjing Yan, CFA, Vice President, is a portfolio manager of the Pacific Advisors Income and Equity Fund, the fixed income portion of the Pacific Advisors Balanced Fund and individual client accounts. She is also a fixed income analyst for other client accounts. She joined Pacific Global in 2001. Ms. Yan is also Treasurer of Pacific Global and Treasurer of Pacific Advisors Funds. Ms. Yan received an undergraduate degree from Zhejiang University in Hangzhou, China and earned a post graduate degree in Accounting from Macquarie University in Sydney, Australia. She has been associate member of the AICPA.

Compliance & Operations

Barbara A. Kelley, Executive Vice President, is Chief Compliance Officer of Pacific Global and Vice President, Chief Compliance Officer and Vice President of Pacific Advisors Funds. She also oversees the transfer agent and fund accounting departments at Pacific Global. Before joining Pacific Global in 2001, Ms. Kelley was President of Transamerica Financial Resources, a broker/dealer. She previously held management positions at Transamerica, Chubb Securities Corporation, and Concord (NH) National Bank. She served on the NASD District 2 (Los Angeles) Committee in 1992 through 1994 and 2004. She received a B.S. degree from the University of Vermont and a M.B.A. from the University of New Hampshire.
Catherine L. Henning, Senior Vice President, is Secretary of Pacific Global and Vice President and Secretary of Pacific Advisors Funds. She is Director of Client Services and is responsible for the administration of Pacific Global’s investment advisory services. Prior to joining Pacific Global in 1999, Ms. Henning received a B.A. degree from Westmont College.
Lilly B. Sath is a compliance analyst; she provides various services for Pacific Global’s and Pacific Advisors Funds’ compliance programs related to performance, client communications, database reporting; and product due diligence. After joining the firm in 2012 to early 2015, she was a junior analyst for various equity and fixed income strategies. Ms. Sath received a B.S. degree from Stanford University; she has completed all three levels of the CFA® Program and may be awarded the charter upon completion of the required work experience.

Marketing & Sales

Client Services

Client Services performs administrative services for individual client accounts including portfolio accounting, transaction servicing, report preparation and maintenance, performance reporting and servicing client requests.
Laila Poveda
Sharon Simmons Mary Lakisyan

Advisors & Business Associates

  Becky Farrant, CFP® is a registered investment adviser representative in Pacific Global’s Florida office. In addition to providing financial planning services for clients, Becky has also been involved in Pacific Global’s marketing and business development activities since 2005. She received a B.S. degree from Geneva College.