Meet The Team

George A. Henning, the Chairman and President of Pacific Global, is portfolio manager of the Pacific Advisors Small Cap Value Fund, the Pacific Advisors Mid Cap Value Fund and individual client accounts. He also manages Pacific Global’s portion of the Multimanager Small Cap Value portfolio for the AXA Premier VIP Trust. He is also Chairman of the Pacific Advisors Funds. Mr. Henning has been in the financial services industry for over three decades. Prior to forming Pacific Global in 1991 and the Pacific Advisors Funds, he served as Senior Vice President of Transamerica Life Companies and President of its broker/dealer. Before joining Transamerica, Mr. Henning was Senior Vice President at Chubb LifeAmerica and President of its broker/dealer, mutual fund, and separate account 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 portfolio manager of the Pacific Advisors Large Cap Value Fund, the equity portion of the Pacific Advisors Balanced Fund and individual client accounts. 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 Securities; Senior Vice President at Hambrecht & Quist Capital Management; 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, is an equity analyst for the Pacific Advisors Small Cap Value and Mid Cap Value Funds and Pacific Global’s portion of the Multimanager Small Cap Value portfolio for the AXA Premier VIP Trust. He is also portfolio manager of the Pacific Advisors Income and Equity Fund and the equity portion of the Pacific Advisors Balanced Fund and individual client accounts. Prior to joining Pacific Global in 2007, Mr. Suh was a securities analyst with KeyBanc Capital Markets after starting his career at Lord Abbett & Co. He received a B.S. from the University of California, San Diego, and a M.B.A. from Columbia Business School.

Jingjing Yan, CFA, Vice President, is portfolio manager of the Pacific Advisors Government Securities Fund, 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 Assistant 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.

Barbara A. Kelley, Executive Vice President, is Chief Compliance Officer of Pacific Global and Vice President, Chief Compliance Officer and Treasurer 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, 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.

Junior Bryant is National Marketing and Sales Director for Pacific Global and the Pacific Advisors Funds. He oversees communication, servicing and outreach programs for institutions, financial professionals and clients. Junior joined Pacific Global in 2011 and holds licenses for securities and investment advisory services. Previously, he was co-founder, Vice President and co-Managing Director of Smith & Bryant, Inc., a real estate investment company. A veteran of the National Football League, Junior retired from the San Francisco 49ers in 2003 after a ten year career as a defensive lineman. He is also active in several philanthropies, as founder and president of the 90 Ways Foundation, and as a board member of the Forever Young Foundation. Junior received a B.A. degree from the University of Notre Dame.

Jay Bennett is Sales Director – Eastern Region. Jay is based in St. Louis, Missouri and supports financial professionals and institutions in the Eastern U.S. He joined Pacific Global in 2008 following several years in residential mortgage loan origination. Previously, Jay worked in administration at Chelsea Management Company, an investment advisory firm, and was a financial advisor at Merrill Lynch. He attended Morehouse College and Clark Atlanta University. He holds licenses for securities and investment advisory 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	Katy Lee	Margaret Marapao
Sharon Simmons	Mary Lakisyan

Joe Worsham, Vice President, heads the regional office in Winter Garden, Florida. He joined Pacific Global in 2006 following a 30-year career in education. A former Principal and Assistant Superintendent in the Orange County, FL school system, Dr. Worsham is a registered investment adviser representative and is active in business development and administration. He received a B.S. degree from Geneva College, a M.A. from Slippery Rock University of Pennsylvania and an Ed.D. from Nova Southeastern University.

Becky Worsham, 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.

Victoria Breen has been providing financial planning, retirement planning and related financial services to the Ojai, CA community for more than 30 years. She attended the University of California at Santa Barbara and is licensed for securities, life insurance, long-term care and investment advisory services. Vicki is also a founding Director of Pacific Global and a Director of the Pacific Advisors Funds.

Arnold Honda, JD has been providing financial and insurance services to the Hawaii community for over 20 years. After focusing on insurance and estate planning to clients, including small business owners, Arnold expanded his practice to financial and investment products as a registered investment advisor representative. He received a B.A. degree from the University of California at Los Angeles and a JD from the University of California, Hastings College of the Law.

Julie Ford is a registered investment advisor representative focusing on Pacific Global’s marketing and business development activities for institutional and individual clients in Hawaii. Primarily focused on public relations and marketing services, Julie expanded to financial and investment products with Pacific Global in 2005. Prior to joining Pacific Global, she was the Chief Operating Officer for the National Kidney Foundation of Hawaii where she oversaw operations, public relations and fundraising. Julie received a B.A. degree from Northern Arizona University.