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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.

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.

PETER O’NEILL

Peter graduated with degrees in economics and mathematics from The Catholic University of America in 2012. Since then, he has worked for two asset management firms based out of Manhattan, New York and has 6  years of industry experience. Peter is originally from Bronx, NY and moved to the Bay Area with his fiancée in 2017. During his free time, Peter enjoys playing basketball and watching sports. Peter started with Winans Investments in 2018 as a Junior Portfolio Manager specializing in Fixed Income Investments.

JR. PORTFOLIO MANAGER

Peter graduated with degrees in economics and mathematics from The Catholic University of America in 2012. Since then, he has worked for two asset management firms based out of Manhattan, New York and has 6+ years of industry experience. Peter is originally from Bronx, NY and moved to the Bay Area with his fiancée in 2017. During his free time, Peter enjoys playing basketball and watching sports. Peter started with Winans Investments in 2018 as a Junior Portfolio Manager specializing in Fixed Income Investments.

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.

GABE ANDERSON

Gabe graduated with degrees in finance, marketing, and psychology from Bloomsburg University of Pennsylvania in 2016. He grew up in Pennsylvania and moved to the North Bay in March of 2017. Gabe has 2 years of experience in the Financial Industry and 5  years of customer relations experience. He joined the Winans team in 2018, working in client services and portfolio administration as well as assisting the trading team.

VP OF CLIENT SERVICES & PORTFOLIO ADMINISTRATION

Gabe graduated with degrees in finance, marketing, and psychology from Bloomsburg University of Pennsylvania in 2016. He grew up in Pennsylvania and moved to the North Bay in March of 2017. Gabe has 2 years of experience in the Financial Industry and 5+ years of customer relations experience. He joined the Winans team in 2018, working in client services and portfolio administration as well as assisting the trading team.

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.

JULIAN FARRELL

Julian is the newest member to join the Winans team after interning during the summer of 2018. He comes to us with a bachelor’s degree in business administration with an emphasis in finance and a certificate of Global Business from The University of Colorado Boulder. He rounds out the team in all aspects of the business by conducting financial research and assisting with customer relations and trading teams. A Marin County native, Julian enjoys live concerts and playing golf in his spare time.

ASSOCIATE

Julian is the newest member to join the Winans team after interning during the summer of 2018. He comes to us with a bachelor’s degree in business administration with an emphasis in finance and a certificate of Global Business from The University of Colorado Boulder. He rounds out the team in all aspects of the business by conducting financial research and assisting with customer relations and trading teams. A Marin County native, Julian enjoys live concerts and playing golf in his spare time.
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