Meet the Team
KENNETH G. WINANS, CMT, MBA PRESIDENT, FOUNDER & CHIEF INVESTMENT OFFICER
Ken is an investment management pioneer, an award-winning author and an active philanthropist. He conducted landmark investment research and designed creative investment strategies while serving as a portfolio manager, investment analyst and financial writer. Recognized as one of today’s investment strategists, he is a regular guest on TV and radio shows nationwide and has had much of his investment research published in headline articles by leading websites, magazines and newspapers.
Winans is a columnist for Forbes and is the author of two books.
He holds a Masters in Finance from the University of San Francisco, a BA in Business Economics from the University of San Diego and is a Chartered Market Technician (CMT).
A long-time resident of the San Francisco Bay Area, Winans serves on the board of several local non-profit organizations.
MARC G. EDWARDS DIRECTOR/SENIOR PORTFOLIO MANAGER
After graduating from the University of Miami in 1972, Marc Edwards held many positions in the Wall Street investment business throughout his career including V.P. at Dillon Read & Co. and Drexel Burnham Lambert. In 1987, Edwards was recruited by Smith Newcourt & Co., Inc as Executive Vice President and Director to run their equity sales, research, and trading business in the U.S. Merrill Lynch acquired Smith Newcourt in 1995 and Edwards was appointed as Managing Director and Co-Head of Non-U.S. Equity Products in the U.S. After Merrill, Edwards served as Executive V.P. at Daiwa Securities America. In 2005, Edwards joined Van Cleef, Jordan, and Wood, Inc., an RIA in New York where he was a partner. In 2009, he joined Winans Investments as Managing Director Portfolio Management and partner.