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- Pacific Advisors Funds
Our team includes financial professionals with decades of experience in portfolio management, investment analysis and financial planning. Click on a department.
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.
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.
|Sharon Simmons||Mary Lakisyan|