GABRIEL B. WISDOM, Founder and Managing Director. Gabriel is a Co-Founder and Managing Director of American Money Management, LLC. Gabe has over 25 years experience in the securities industry, having served as the Senior Vice President of two NYSE member firms. His views regarding business, investments and markets are regularly broadcast on the radio. Gabe has a Masters degree in Business Administration and is also a graduate of the Harvard Business School in Boston (OPM 26). He is a Certified Director having completed the Director Education and Certification Program at UCLA's Anderson School and also holds an Advanced Diploma in Data & Systems Analysis from the University of Oxford. He is an advisor to the San Diego Treasurer/Tax Collector and is on the advisory board of the Harvard Business School Alumni Club. Gabe is the author of Wisdom on Value Investing, a book that has been translated into Chinese and, by agreement with US Publisher John Wiley & Sons, is being distributed by China's government-owned China Citic Press.
MICHAEL J. MOORE, Chief Investment Officer and Managing Director. Mike is the Chief Investment Officer and Managing Director of American Money Management, LLC. He is also a co-manager of the Fallen Angels Income Fund. Mike earned his Bachelor of Science degree in Finance from Boston College. Since joining the firm in 2001, Mike has worked to develop an active value investment strategy that seeks to find high quality businesses at attractive prices. Mike provides research and analysis to support the investment process and chairs the Investment Committee. Additionally, he oversees trading and asset allocation decisions for retirement and individual portfolios. He is a member of the CFA Institute and the CFA Society of San Diego.
BRUCE A. SPEAR (April 1943-June 2005) was a Founder and Managing Director of American Money Management, LLC. Bruce practiced securities and corporate law for 30 years, including service as a trial attorney with the U.S. Securities & Exchange Commission in Washington, D.C. Bruce drafted AMM’s Code of Ethics which will continue to guide our firm in the future.
JIM RHODES, CFA, Executive Director and Portfolio Manager. Jim has an MBA from the University of California at Berkeley and is a Chartered Financial Analyst. He founded Rhodes Investment Advisory in 1996, which merged with American Money Management in 2006. He was previously a Senior Vice President of a $2.5 billion family of mutual funds. In 1991, Jim was recognized by the industry trade magazine Investing as one of the top 25 retirement fund officers in the country. He has published numerous articles on investments including, "Is Gold an Institutional Investment?", "To Hedge or Not to Hedge?" (currency risk), and "Setting Performance Goals in a Generally Efficient Market". He currently serves on the Imperial County Retirement Board.
GLENN BUSCH, Portfolio Manager. Glenn graduated from the University of California at San Diego with a BS in Animal Physiology & Neuroscience and a Masters in Educational Sciences. He serves on the firm's investment committee and is the lead manager for a public mutual fund, The Fallen Angels Income Fund. A former All-American Water Polo player at UCSD, Glenn enjoys coaching and mentoring collegiate level water polo players in his spare time.
MIKE GREEN, Portfolio Manager. Mike Green holds a BA in Journalism from San Diego State University. In 1999, he co-founded Benham & Green Capital Management, a Registered Investment Advisor, and was a managing member of the firm before joining AMM in September 2013. Prior to co-founding Benham & Green, Mike was a registered representative of Paine Webber in La Jolla, California from 1990 through June 1999. While at Paine Webber, Mike pioneered a fee based investment advisory program which did away with the commission based system with his clients. He directed and hosted the political/financial talk radio program “Politics of Money w/Mike Green and Jim Benham” from 1991-2009.
ADELE CANETTI, Portfolio Manager. Adele earned an MBA from Harvard Business School in Boston and graduated Magna Cum Laude from UCLA with a BA in History. She has been a successful business owner/operator and a Financial Adviser for Morgan Stanley and Merrill Lynch. As a member of the investment committee, Adele provides research and analysis of current and potential investments and also performs trades to support the investment process. She previously served on the board of the Harvard Business School Alumni Club of Orange County.
ROBERT FRAZIER, Investment Advisor. Bob earned a Bachelor’s degree in Communications from the University of California at San Diego in 1979. After graduating from UCSD, Bob worked as a Financial Analyst with General Dynamics. He then went on to work with the San Diego County Credit Union Member Services as an Investment Adviser. Bob has dedicated his career to helping clients achieve their objectives of early retirement or financial independence. He served as President and Founder of his own Registered Investment Advisory firm from 1995 until it was acquired in 2004. Bob's clients range from individual investors to private businesses. He has assisted attorneys and accountants in qualified retirement investments and estate planning strategies
JOHN NYARADI, Relationship Manager. John is a graduate of Bradley University and former United States Air Force Officer and pilot. As a career captain for a major airline, John began pursuing his investing passion in between flights to many of the world's major international destinations. He has been a regular contributor to MarketWatch and his articles about investing appear on many well known investment websites. John's book Super Sectors was ranked one of the top investment books of 2011 in the Stock Trader's Almanac.
VICKI OHARA, Operations Manager. Vicki earned a Bachelor’s degree in Economics at the University of California at San Diego. She has several years experience in the brokerage industry beginning her career at Jack White & Co. which later became TD Waterhouse. After receiving her Series 7 license, Vicki became a project manager for the New Business Integration team helping to convert high profile advisors to the TD Waterhouse platform and later served as an Internal Business Liaison coordinating all departments of the TD Waterhouse Institutional Division. At AMM, Vicki manages the operations and oversees the daily compliance aspects of our business.
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AMERICAN MONEY MANAGEMENT, LLC
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