TEAM MEMBERS
MEET SILAS
SILAS A. MYERS, CFA
CEO, Partner
Portfolio Manager/Analyst
EXPERIENCE: 33 YEARS
Roxbury Capital Management, LLC
Hotchkis and Wiley
Utendahl Capital Management
EDUCATION
B.A. – Harvard University
M.B.A. – Harvard University
PROFESSIONAL AFFILIATIONS
Mar Vista Charitable Foundation, Board Member
Robert A. Toigo Alumnus
My Brother’s Keeper Leadership Alliance
Big Brothers Big Sisters of Greater Los Angeles, Board of Trustees
KCRW Foundation, Board Member
BIO
Silas is a partner and CEO of Mar Vista Investment Partners and has 33 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Before starting Mar Vista in 2007, Silas spent seven years as a portfolio manager and analyst at Roxbury Capital Management. He was also an equity analyst and product specialist at Hotchkis and Wiley, where he performed in-depth industry and company analysis. He began his career as a vice president and portfolio manager at Utendahl Capital Management. He has a B.A. in psychology and an M.B.A., both from Harvard University. He is also a Robert A. Toigo Foundation Alumnus.
MEET ROBERT
ROBERT SCHMALTZ
Chief Operating Officer
EXPERIENCE: 29 YEARS
Roxbury Capital Management, LLC
Metro Machine & Engineering
Rockwell Collins
EDUCATION
B.S. – Crown College
M.B.A. – Bethel University
PROFESSIONAL AFFILIATIONS
President and Board Trustee, Mar Vista Charitable Foundation
BIO
Robert is a partner and serves as Chief Operating Officer for Mar Vista. He joined the firm in 2009 and has an extensive background in technology with over 29 years of experience. Robert is based in our Minnesota office where he oversees the Firm’s operations including trading, finance, technology, and portfolio accounting.
Prior to joining Mar Vista, Robert worked for Metro Machine and Engineering, a company specializing in the medical device manufacturing industry. He spent nearly 10 years as one of their key people responsible for managing technology. Robert began his career at Rockwell Collins in Cedar Rapids, Iowa, where he worked with the engineering team responsible for the software used to control the flight displays on the Boeing 747-400.
Robert has a B.S. in management and network administration from Crown College in St. Bonifacius, Minnesota and an M.B.A. from Bethel University in St. Paul, Minnesota.
MEET BRIAN
BRIAN L. MASSEY, CFA
President, Partner
Portfolio Manager/Analyst
EXPERIENCE: 32 YEARS
Roxbury Capital Management, LLC
KPMG Peat Marwick
EDUCATION
B.A. – Johns Hopkins University
M.B.A. – The Anderson School of Management at UCLA
PROFESSIONAL AFFILIATIONS
South Central Scholars, Former Chairman and Board Member
Boy Scouts of America, Assistant Scout Master
BIO
Brian is a partner and President of Mar Vista Investment Partners and has 32 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Prior to starting Mar Vista in 2007, Brian spent 10 years as both a portfolio manager and analyst, and was Director of Research at Roxbury Capital Management. Before coming to Roxbury, Brian was a management consultant in KPMG Peat Marwick’s Corporate Finance and Strategic Consulting group. He has a B.S. in economics from Johns Hopkins University and an M.B.A. from The Anderson School of Management at the University of California, Los Angeles.
MEET JOSHUA
JOSHUA J. HONEYCUTT, CFA
Partner
Portfolio Manager/Analyst
EXPERIENCE: 23 YEARS
Roxbury Capital Management, LLC
Harvey & Company
Tucker Alan
EDUCATION
B.S. – Purdue University
PROFESSIONAL AFFILIATIONS
Strikers Football Club, Manager
BIO
Josh is a partner and has 23 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Before joining Mar Vista Investment Partners in January 2009, he spent seven years as an analyst at Roxbury Capital Management with a special emphasis in covering consumer discretionary and retail stocks. Josh was also an analyst with Harvey & Company, covering mergers and acquisitions and an associate in forensic accounting at Tucker Alan. He has a B.S. with distinction in management/finance from Purdue University.
MEET GEOFF
GEOFF GAINOR
Trader
EXPERIENCE: 30 YEARS
Roxbury Capital Management, LLC
Piper Jaffray
EDUCATION
B.S. – St. John’s University
BIO
Geoff is a member of Mar Vista’s trading department and works closely with the head trader on all of Mar Vista’s investment strategies. Geoff has more than 30 years of investment industry experience. Prior to joining the firm, he spent nearly nine years as an institutional equity trader at Piper Jaffray. He has a B.S. in management from St. John’s University in Collegeville, Minnesota.
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MEET JEFFREY
JEFFREY B. PRESTINE
Partner
Portfolio Manager/Analyst
EXPERIENCE: 24 YEARS
Roxbury Capital Management, LLC
Seneca Capital Management
Prudential Securities
EDUCATION
B.A. – University of Colorado
M.B.A. – University of Southern California
PROFESSIONAL AFFILIATIONS
Board of Trustees,
Orthopaedic Institute for Children
BIO
Jeff is a partner and has 24 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Before joining Mar Vista Investment Partners in January 2009, he was an analyst covering technology and energy stocks at Roxbury Capital Management. Jeff joined Roxbury from Seneca Capital Management, where he was a technology and energy analyst for more than five years. He began his career in finance at Prudential Securities as an associate analyst covering enterprise software companies. Prior to entering the investment industry in 1999, Jeff was a senior consultant with Arthur Anderson Business Consulting. Jeff earned his undergraduate degree at the University of Colorado at Boulder and has an M.B.A. from the University of Southern California.
MEET GEOFF
GEOFF GAINOR
Trader
EXPERIENCE: 30 YEARS
Roxbury Capital Management, LLC
Piper Jaffray
EDUCATION
B.S. – St. John’s University
BIO
Geoff is a member of Mar Vista’s trading department and works closely with the head trader on all of Mar Vista’s investment strategies. Geoff has more than 30 years of investment industry experience. Prior to joining the firm, he spent nearly nine years as an institutional equity trader at Piper Jaffray. He has a B.S. in management from St. John’s University in Collegeville, Minnesota.
MEET KATHLEEN
KATHLEEN VON SCHLEGELL
Partner
Chief Compliance Officer
EXPERIENCE: 32 YEARS
Roxbury Capital Management, LLC
EDUCATION
B.A. (cum laude) – San Francisco State University
PROFESSIONAL AFFILIATIONS
Investment Advisor Certified Compliance Professional®
BIO
Kathleen is a partner and serves as Chief Compliance Officer for Mar Vista Investment Partners. For the past 6 years, she worked as Compliance Analyst and then Senior Compliance Analyst and was responsible for assisting in the development, execution and documentation of the Firm’s compliance program. Prior to joining Mar Vista in 2016, Kathleen began her investment career with Roxbury Capital Management in 1991 and held roles in administration, marketing and compliance. Located in Mar Vista’s Los Angeles office, she is responsible for the administration of the Firm’s regulatory program.
Kathleen has a B.A. (cum laude) in communication studies from San Francisco State University and holds the Investment Advisor Certified Compliance Professional® (IACCP®) designation.
MEET SHALA
SHALA WALKER, CFP
Senior Marketing & Account Executive
EXPERIENCE: 12 YEARS
CI Stavis & Cohen
Mercer Advisors
Morgan Stanley Wealth Management
EDUCATION
BA – Clark Atlanta University
Certified Wealth Advisor Program – Yale School of Management
PROFESSIONAL AFFILIATIONS
Certified Financial Planner™
BIO
Shala joined Mar Vista in 2023 and is responsible for developing periodic marketing communications and identifying new marketing and business development opportunities. Prior to joining Mar Vista, Shala was a private wealth advisor at CI Stavis and Cohen where she delivered a comprehensive array of wealth management services for individuals and families. She previously worked at Mercer Advisors as a wealth strategist and Morgan Stanley Wealth Management as a financial advisor. Shala began her career as an investment consultant at Fidelity Investments.
Shala has a B.A. in finance from Clark Atlanta University. She is a Certified Financial Planner™ and in 2022 she completed the Certified Private Wealth Advisor Program at Yale School of Management.
MEET LISA
LISA BOWMAN
Head of Distribution and Marketing
EXPERIENCE: 25 YEARS
SEIX Investment Advisers
BlackRock
RBC Capital Markets
EDUCATION
BA – Amherst College
MPA – NYU Wagner Graduate School of Public Service
MBA – Columbia Business School
BIO
Lisa joined Mar Vista in 2023 as Head of Distribution and Marketing and has 25 years of experience in financial services. She is responsible for leading the distribution of Mar Vista’s strategies to institutional and retail investors.
Prior to joining Mar Vista, Lisa was a Managing Director responsible for institutional sales and consultant relations at SEIX Investment Advisors. Before joining SEIX in 2020, Lisa was a Director within BlackRock’s Institutional Client Business where she was responsible for developing and maintaining relationships with institutional investors. Prior to joining BlackRock in 2013, Lisa was a Vice President in the Municipal Finance Department at RBC Capital Markets where she provided investment banking services to large municipal issuers in the Eastern Region. Before joining RBC Capital Markets, Lisa was a Director at American Express focused on mergers and acquisitions strategy and new business development. Lisa also worked as an Associate in the Leveraged Finance Group with a focus on the healthcare sector at BNP Paribas. She began her career as an Analyst in the Municipal Structured Finance Group at Fitch Ratings.
Lisa has a B.A. from Amherst College, a M.P.A. from NYU Wagner Graduate School of Public Service and an M.B.A. from Columbia Business School.
MEET ERIK
ERIK HIRSCH
Partner
Head Trader
EXPERIENCE: 23 YEARS
Roxbury Capital Management, LLC
Pacific Envirosystems
EDUCATION
B.S. – Massachusetts Maritime Academy
PROFESSIONAL AFFILIATIONS
Securities Traders Association
BIO
Erik is a partner and is ultimately responsible for all trading related to Mar Vista’s investment strategies. Erik also serves as a member of Mar Vista’s Trade Committee and is an active member of the Securities Traders Association. Prior to joining the firm, Erik was a systems engineer at Pacific Envirosystems, where he worked on Continuous Emissions Monitoring Systems. He has a B.S. in marine engineering from the Massachusetts Maritime Academy.
MEET BROOKE
BROOKE CLEMENTS
Partner
Chief Financial Officer
EXPERIENCE: 21 YEARS
Roxbury Capital Management, LLC
EDUCATION
B.A. – University of California Los Angeles
Certificate in Accounting – Rasmussen University
PROFESSIONAL AFFILIATIONS
Vice President and Board Trustee, Mar Vista Charitable Foundation
BIO
Brooke is a partner and serves as the Chief Financial Officer for Mar Vista Investment Partners. She is responsible for short and long range forecasting as well as the month-end financial closing process including full-cycle accounts payable and accounts receivable activities. Brooke works closely with the Firm’s third-party administrators for management liability insurance activities, payroll, HR, benefits and retirement plans, and acts as the liaison between these administrators and Mar Vista’s employees. She also works with the external auditors and tax preparation professionals in order to complete the Firm’s annual financial audit and tax filings. Prior to becoming CFO, Brooke held the role of Controller for Mar Vista. She began her investment career at Roxbury Capital Management in 2001. Brooke has a B.A. in philosophy from UCLA and a Certificate in Accounting from Rasmussen University.
MEET JENNIFER
JENNIFER SINGSON
Partner
Operations Manager
EXPERIENCE: 27 YEARS
Roxbury Capital Management, LLC
EDUCATION
B.S. – California State University, Dominguez Hills
BIO
Jennifer is a partner and serves as the Operations Manager for Mar Vista Investment Partners. She is responsible for the entire account process, from the opening and proper coding of new accounts to the billing and collection of management fees. Jennifer oversees the distribution of monthly client statements and AUM reports, and works closely with both trading and finance to ensure the needs of every client are met within each department. In addition, she acts as the primary liaison with each of the Firm’s clients’ custodians and fund administrators. Prior experience includes working as a financial and operations principal for several broker dealers. Jennifer has a B.S. in finance from California State University, Dominguez Hills.
MEET JAMES
JAMES REDINGTON
Senior Financial Accounting Associate
EXPERIENCE: 14 YEARS
Urologix
Korn Ferry
International Cardlytics
EDUCATION
B.B.A. – North Georgia College and State University
M.B.A. Kennesaw State University
Master of Accountancy – Kennesaw State University
PROFESSIONAL AFFILIATIONS
Secretary and Treasurer, Mar Vista Charitable Foundation
Institute of Management Accountants – Minneapolis Chapter Membership
KEN VANDERLIN