| Katherine Wimmer, and the Wimmer Associates research team, together bring over one hundred years of experience in research and investment counseling to our clients.
|
Katherine J. Wimmer, CFA, CIC
President
Prior to founding Wimmer Associates, Kathy was a Principal at a local advisory firm providing investment counseling to individuals, family groups, foundations and endowments. She previously served as a portfolio manager and Vice President at Payden & Rygel Investment Counsel in Los Angeles advising both institutions and individuals on fixed income accounts. Kathy began her investment career at the Wall Street firm of Warburg Paribas Becker in 1980 and held an equity analyst position at William O'Neil and Company. She holds an MBA degree from the University of Virginia, The Darden School. Kathy is a Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC). She is active in the Pasadena community serving as Chair on the Planned Giving Advisory Council of the Huntington Memorial Hospital and as past Chair of the Pasadena Public Library Commission and is the current Treasurer of the San Rafael Library Associates. Kathy is also a Board Member and Treasurer of the Bloom Again Foundation.
|
Kathryn B. Kenney
Vice President of Operations
Kate was previously with the investment firm of Metropolitan West where she managed the compliance department for ten years. Before Metropolitan West, Kate held managerial positions in operations and administration for both Prudential Securities and Thomson McKinnon Securities . She is responsible for the day to day operations of Wimmer Associates, including compliance, trading, and reporting, and with over twenty years of experience in the securities industry is a valuable resource for our clients. Kate attended local schools, including Alverno Heights Academy and the University of California at Los Angeles. She is an active volunteer at the Scripps Home in Altadena and a member of the Huntington Library.
|
Warren R. Wimmer, MSFS
Energy and Banking Analyst
Warren graduated from the University of California at Santa Barbara in 1979 with a B.A. in Political Science. He received the M.S. in Foreign Service award at Georgetown University in 1983 with an emphasis on Energy and Natural Resources. Warren co-authored the World Bank volume, Attracting Foreign Investment in Lesser Developed Countries. Returning to his native California, Warren had a fifteen year career in international banking. Warren is an active volunteer and sits on the Board of the Serra Project.
|
W. David Niebuhr, CFA
Senior Adviser
Dave brings over forty years of investing expereince to Wimmer Associates. Dave graduated from the University of Kansas in 1964 with a B.A. in Mathematics. He received an MBA in Finance and an M.S. in Statistics in 1969 from Stanford University. While there, he co-authored several published papers in the areas of finance and computers. Dave has been a Senior Vice President of Research at Scudder, Stevens and Clark and at U.S. Trust of California. He was also West Coast Director of Research for Scudder and has been a research consultant for several LA. based investment counseling firms. He is a member of CFA Institute, IEEE and the Los Angeles Society of Financial Analysts and has taught CFA Review courses as a part of a USC-LASFA program.
|
Robert W. Templeton, CFA, CIC
Senior Adviser
Bob is a forty-year veteran of the investment management business. He spent the first twenty�two years at Scudder, Stevens and Clark, the last three as a managing director. Bob spent the next eight at George D. Bjurman and Associates as an executive vice president, and the next ten as President of his own firm, RWT Investment Advisers. He has had extensive experience with many types of institutional and individual client relationships. Bob has a BA from Carleton College and an MBA from the Stanford Graduate School of Business. He is also a Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC). Bob is a member of Town Hall and The World Affairs Council and is a member of the Board of Councilors of the Phi Beta Kappa Society of Southern California.
|
|
