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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.

AMY MCGOVERN

Amy spent 14 years in the legal field and 4 years in mortgage and real estate before she decided to embark on her new career at Winans Investments. She is our Vice President of marketing where she ambitiously cultivates relationships and prepares press releases while also executing and maintaining all social media and marketing campaigns. She participates in trade shows, oversees the marketing of our sub-advisory programs with TD Ameritrade, and helps with compliance on the back end. During Amy’s free time she enjoys working out, catching a Giant’s game, and spending time with family and friends. She currently resides with her teenage son.

VP OF MARKETING

Amy spent 14 years in the legal field and 4 years in mortgage and real estate before she decided to embark on her new career at Winans Investments. She is our Vice President of marketing where she ambitiously cultivates relationships and prepares press releases while also executing and maintaining all social media and marketing campaigns. She participates in trade shows, oversees the marketing of our sub-advisory programs with TD Ameritrade, and helps with compliance on the back end. During Amy’s free time she enjoys working out, catching a Giant’s game, and spending time with family and friends. She currently resides with her teenage son.

PRISCILLA ARMSTRONG

Priscilla spent 20 years in the medical field before she decided to come over to the exciting world of investment management in 2015. She leads our Client Services department, where she is responsible for account processing and execution of client transactions. Priscilla also ensures that the back office operations run efficiently and effectively. Born and raised in California, Priscilla currently resides in the North Bay with her husband and two sons.

VP OF BUSINESS DEVELOPMENT & PORTFOLIO ADMINISTRATION

Priscilla spent 20 years in the medical field before she decided to come over to the exciting world of investment management in 2015. She leads our Client Services department, where she is responsible for account processing and execution of client transactions. Priscilla also ensures that the back office operations run efficiently and effectively. Born and raised in California, Priscilla currently resides in the North Bay with her husband and two sons.

STEPHANIE LARSON

PORTFOLIO MANAGER

PORTFOLIO MANAGER

VIC VALLE

MARKETING

MARKETING & BUSINESS DEVELOPMENT

BRITNEY CAMPBELL

CUSTOMER SERVICE

CUSTOMER SERVICE

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