Private Wealth

Debbie Robinson oversees Scharf Investments’ Client Relations team. As Director of Wealth Management, she schedules and attends regular client reviews and manages day-to-day service requests and questions. A strong advocate for every client, Ms. Robinson takes pride in going the extra mile. She delights in connecting with clients, even if it’s just a quick call to wish someone happy birthday.

Prior to joining Scharf in 2011, Ms. Robinson worked for Mt. Eden Investment Advisors and Telegraph Hill Investment Counsel, which merged with Mt. Eden. Her responsibilities included trading, operations, portfolio accounting, and client administration. Ms. Robinson began her career in the budget and treasury department at Sonoma State University, where she was a treasury analyst/accountant for university investments.

Ms. Robinson earned a Bachelor of Arts degree in psychology with a minor in business administration from Sonoma State University in Rohnert Park, CA. She holds a FINRA Series 65 license.

On a Personal Note

A fitness enthusiast, Ms. Robinson enjoys Orangetheory workouts and hiking. She is also an avid photographer who loves spending time with family—and capturing the memories.

Something You Might Not Know

Ms. Robinson is a seasoned traveler. Passionate about exploring the world, she has visited 28 countries so far.

Ken Vander Kooi serves Scharf Investments’ private wealth clients. As a Wealth Manager, he is responsible for providing financial planning services and meeting with clients during regular reviews. Additionally, he responds to client requests and makes sure that all operational service needs are met.

Prior to joining Scharf Investments in 2013, Mr. Vander Kooi worked with high net worth individuals and families across a broad range of needs at the Portola Group, a financial planning and investment advisory firm in Menlo Park, CA. His duties included personal financial planning, tax reconciliations, trading, and relationship management. Mr. Vander Kooi began his career at Smith Barney in the operations department of their Palo Alto branch, which specializes in employee stock option transactions and high net worth retail accounts.

Mr. Vander Kooi is a graduate of the University of California at Santa Cruz. He holds Bachelor of Arts degrees in economics and psychology. In addition to his Certified Financial Planner™ designation, Mr. Kooi holds a FINRA Series 65 license.

On a Personal Note

A Bay area native, Mr. Vander Kooi surfs, golfs and gardens—but never all at once.

Something You Might Not Know

Mr. Vander Kooi maintains a collection of more than 200 different cacti and succulent plants.

Evan Jones is a Wealth Manager at Scharf Investments. He serves as a primary point-of-contact for Scharf’s private clients, handling anything from day to day service requests, to regular account reviews, to complex financial planning services. His goal is to be responsive and value-adding to your long term financial plans.

Prior to joining Scharf Investments in 2019, Mr. Jones was a Wealth Manager at BNY Mellon Wealth Management in Menlo Park, CA where he managed investment portfolios and financial planning for high net worth families in the Bay Area. Coming up in the financial industry, he has gained experience in a variety of fields including brokerage, banking, and lending.

Mr. Jones has a Bachelor of Arts in economics from California State University Stanislaus. He holds both Chartered Financial Analyst and Certified Financial Planner™ designations. He is a member of the CFA Society of San Francisco and the Financial Planning Association of Silicon Valley.

On a Personal Note

Mr. Jones enjoys exploring the region by going on road trips with a good audiobook.

Something You Might Not Know

As an experienced nerd, Mr. Jones is his happy to talk with you about the latest Star Wars movie or George R. R. Martin book as much as investing.

Dan D’Orazio is responsible for driving business development as the lead contact for our Schwab Advisor Network partnership. He serves as an advisor to clients and prospects and works directly with the Schwab representatives to generate new business. Mr. D’Orazio also oversees the Firm’s Fixed Income strategy as well as the Fixed Income portion of our Multi-Asset strategy.

Prior to joining Scharf Investments in 2019, Mr. D’Orazio was the Director of Fixed Income Trading and Assistant Portfolio Manager at KCM Investment Advisors. For 13 years Mr. D’Orazio led the Taxable Fixed Income desk and strategy, serving existing client portfolios and implementing their fixed income strategy.

Mr. D’Orazio is a graduate of Saint Mary’s College of California. He holds a Bachelor of Science degree in Business and a minor in Economics. In addition, Mr. D’Orazio holds a FINRA Series 65 license.

On a Personal Note

Dan enjoys his time away from work with his wife and 3 children. They like to travel and spend time outdoors as much as possible.

Something You Might Not Know

Dan is avid golfer and had a hole-in-one at the age of 12.

Aaron Miller is a Client Portfolio Manager at Scharf Investments. He is responsible for new business development in addition to managing portfolios for high net worth clients. Aaron serves as the Southeastern lead for our Schwab Advisor Network partnership.

Prior to joining Scharf Investments in 2019, Mr. Miller was an Investment Management Specialist at Wells Fargo Private Bank for the past 5 years, where he was directly responsible for asset allocation, manager selection and portfolio management for a large book of high net worth clients. He has been in the investment management industry for over 10 years.

Mr. Miller graduated from Kennesaw State University in Kennesaw, GA where he earned a Bachelors of Science in Economics. Mr. Miller earned his Master of Business Administration with a specialization in Finance from Northeastern University in Boston, MA. Mr. Miller is also a Chartered Financial Analyst and is currently a member of the CFA society of Atlanta.

On a Personal Note

Mr. Miller enjoys spending quality time vacationing with his wife and their three children.

Something You Might Not Know

Mr. Miller is a big movie buff and loves spaghetti westerns.

Debbie McCarroll is responsible for new business relationships with individuals, small businesses, trusts, family foundations, and endowments that are interested in financial planning and investment portfolio management. Dedicated to client service, she provides the highest level of individualized support.

Prior to joining Scharf, Ms. McCarroll directed business development and marketing at Sequoia Wealth Advisors. Previously, she held senior positions in business development, client relationships, and commercial lending with several independent business banks in Silicon Valley, the Central Coast, and Santa Cruz.

Ms. McCarroll graduated from San Jose State University with a degree in business and finance.

On a Personal Note

Ms. McCarroll has been involved with and served on the boards of many nonprofit organizations in San Jose and Santa Cruz, including Opera San Jose, Silicon Valley Business Forum, Sacred Heart, Hope Rehabilitation Services and the Pacific Autism Center of Education. She is a member of the Santa Cruz Rotary Club.

Something You Might Not Know

Ms. McCarroll is grateful to have lived abroad in mainland Japan and Okinawa. She speaks fluent Japanese. Her hobbies include golfing, cycling, opera, and the sport of purebred Boxers.

George R. Gallucci has more than 33 years of experience in the financial services industry. As a member of the Client Relations team, Mr. Galluccci conducts client reviews and handles service requests and questions.

Before joining Scharf Investments in 1991, he was President and CEO of both Western Capital Management, a registered investment advisor, and Pacific Trust Company. Each is a subsidiary of Pacific Western Bank. At Western Capital Management, Mr. Gallucci was responsible for the development of investment strategy, portfolio management, selection of individual securities, and all related trading activities. At Pacific Trust Company, he was responsible for all fiduciary activities, account administration and related tax, investment and legal compliance matters.

Mr. Gallucci earned a Bachelor of Science degree in business management at San Jose University and graduated from the Pacific Coast Banking School at the University of Washington in Seattle.

On a Personal Note

A Bay area native, Mr. Gallucci golfs and spends time with his family.

Something You Might Not Know

Mr. Gallucci is a vintage automobile enthusiast.

Jan Erbe provides administrative support for the entire office as a Client Service, Operations professional. She is also responsible for operational and client service duties, working directly with clients to resolve day-to-day service requests.

Before joining Scharf Investments in 2007, Ms. Erbe worked in customer service and trust departments. She has a 22-year background in the finance industry.

Ms. Erbe earned a Bachelor of Arts degree from the University of California at Santa Barbara.

On a Personal Note

Ms. Erbe enjoys traveling the world. At home, she delights in gardening activities.

Something You Might Not Know

A lover of the Portuguese language, Ms. Erbe has hosted a weekly Portuguese class for the past 24 years.

Annie Blackmun is an Executive Administrative Assistant. She is responsible for providing administrative support, office management assistance, and client service. Ms. Blackmun works directly with clients to determine their needs, and connects with client relations managers to help deliver effective solutions.

Ms. Blackmun has 17 years of experience in administration and office management. Prior to joining Scharf in 2017, she served in administrative and managerial roles for several corporations in the Santa Cruz area.

Ms. Blackmun earned an Associate of Arts degree from Cabrillo College in Aptos, CA. She is a licensed Notary Public.

On a Personal Note

Scrapbooking and craft projects allow Ms. Blackmun to express her creative side. She also enjoys reading.

Something You Might Not Know

Ms. Blackmun organizes volunteers for the flagship food delivery program at Jacob’s Heart, an organization that serves children with cancer and their families.

Carey van Putten provides administrative assistance to the Firm as a Client Associate and Office Manager. She takes care of all client service needs and assists in office organization and management tasks.

Ms. van Putten has 20 years of office experience including customer service, sales and administrative support. She is new to the Bay Area, and prior to her move she served in many administrative rolls in her hometown of Holland, MI.

Ms. van Putten earned a Bachelor of Arts degree from Hope College.

On a Personal Note:

Ms. van Putten is a woman of many talents and she loves to do various crafts and projects in spare time. Her talents are not limited as she is a great sewer, painter, gardener and carpenter. If you are around her house, she is guaranteed to be in the middle of a project.

Something you Might Not Know:

Ms. van Putten has 3 talented daughters, and one of her favorite activities is watching them perform as student-athletes at both West Virginia University and Old Dominion University for their Swimming and Diving teams.

Brian Krawez is Scharf Investments’ President and Investment Committee Chairman, as well as Portfolio Manager. He began his career more than 20 years ago with Smith Barney in San Francisco. He later moved to their investment banking division in New York City, where he was ranked as a top-rated analyst focused on health care.

Prior to joining Scharf Investments in 2007, Mr. Krawez was a partner and head of research for Belden and Associates Investment Counsel, managing a successful Large Blend portfolio. He has also held research analyst positions at Dodge & Cox, Telegraph Hill Investment Counsel, and SC Fundamental, a successful value oriented hedge fund.

Mr. Krawez earned both a Bachelor of Science with honors in business administration and a Master of Business Administration from the Haas School of Business at the University of California, Berkeley. While at UC Berkeley he worked for Professor Yellen, the former Chair of the Board of Governors of the Federal Reserve. Mr. Krawez is a Chartered Financial Analyst and a member of the Security Analysts of San Francisco.

On a Personal Note

Mr. Krawez is an active dad who enjoys playing baseball and basketball.

Something You Might Not Know

A true investment prodigy, Mr. Krawez started trading currencies in 3^rd grade and attended his first shareholder meeting at age eight.

Eric Lynch is a Managing Director and an investment committee member. He manages Scharf Investments’ institutional investment team and handles new business development. Mr. Lynch is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He holds responsibility for new idea generation, research, analysis and valuation. Mr. Lynch also presents recommendations to the investment committee.

Before joining Scharf Investments in 2007, Mr. Lynch contributed research to Scharf Investments while running his own registered investment advisory firm, Lynch Capital Management, LLC. Prior to founding Lynch Capital Management, he was co-chief operating officer, research analyst and portfolio manager at Polen Capital Management, a top-performing money manager. As co-chief operating officer, he led the firm’s institutional channel. Previously, Mr. Lynch spent several years as a management consultant to Fortune 500 companies with Accenture and Price Waterhouse-Japan.

Mr. Lynch graduated magna cum laude from John Carroll University with a Bachelor of Arts in economics and a concentration in Japanese. Mr. Lynch earned his Master of Business Administration from the University of North Carolina at Chapel Hill.

On a Personal Note

An outdoor enthusiast, Mr. Lynch enjoys trail running and mountain biking.

Something You Might Not Know

Mr. Lynch speaks Nihongo—known to us as the Japanese language.

Gabe Houston serves as a Senior Research Analyst and Head Trader, as well as an investment committee member. He is a primary analyst for companies in the Core portfolio, co-PM of the Hedged portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He heads the trading team, and provides operations support. Mr. Houston is also responsible for new idea generation, research, analysis and valuation. He presents recommendations to the investment committee, and coordinates with the trading team and the Portfolio Manager on large portfolio moves.

Mr. Houston joined Scharf Investments in 2006, after completing his university degree.

Mr. Houston earned a Bachelor of Arts in business management economics from the University of California, Santa Cruz. He earned his Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He also holds a FINRA Series 65 license.

On a Personal Note

Mr. Houston enjoys playing outside with his daughter. He is also a basketball player and swimmer.

Something You Might Not Know

A bona fide native son, Mr. Houston has lived in Santa Cruz County his entire life.

Jerry Beyke holds the position of Senior Research Analyst and is an investment committee member. He is a primary analyst on companies in the Core portfolio, and a contributing analyst on the Multi-Asset and Global portfolios. He is responsible for new idea generation, research, analysis and valuation. Mr. Beyke also presents recommendations to the investment committee.

Prior to joining Scharf Investments in 2002, Mr. Beyke was a vice president and portfolio manager at Carson Feltz and First Commerce Investors, where he managed value oriented equity portfolios in discretionary accounts and a commingled fund. He also ran a successful Limited Partnership, Beyke Partners, as general partner and portfolio manager. Mr. Beyke has more than 20 years of financial services experience.

Mr. Beyke earned a Bachelor of Science degree in finance from the University of Nebraska in Omaha. He holds a Chartered Financial Analyst designation, and has been a member of the Association for Investment Management and Research since 1986.

On a Personal Note

A tennis and basketball player, Mr. Beyke is at home on the courts.

Something You Might Not Know

Originally from Omaha, Mr. Beyke admires Warren Buffet and owns a collection of hundreds of investment books.

Byron Penstock is a Senior Research Analyst covering a number of portfolio names and candidates.

Prior to joining Scharf Investments in 2017 , Mr. Penstock was Co-Portfolio Manager and Investment Analyst for each of the four strategies managed by the RS Value Group at RS Investments. Prior to his 12-year tenure at RS Value Group, Mr. Penstock was an attorney at Skadden, Arps, Slate, Meagher and Flom in New York.

Mr. Penstock holds a Masters of Business Administration from Harvard Business School and a Juris Doctorate degree from Osgoode Hall Law School at York University, Toronto. He is also a CFA charterholder.

On a Personal Note

Mr. Penstock enjoys travel and is an avid reader.

Something You Might Not Know

Mr. Penstock is a former professional hockey player.

Mr. Warren has responsibility for conducting due diligence and provides supporting research for senior analysts. He assists with ongoing analysis, financial modeling, and formal investment recommendations.

Mr. Warren joined Scharf Investments in 2016, after graduating with first class honors from the University of Warwick. He earned a Bachelor of Science degree in Economics with Study Abroad at the University of California, Berkeley. He is also a CFA charterholder.

On a Personal Note

Mr. Warren enjoys working out and yoga. He also likes reading, travelling, and exploring the Bay Area.

Something You Might Not Know

From England, Mr. Warren is a life-long Manchester United fan and loves to watch the team when he’s back home.

John Almazan holds a dual role at Scharf Investments, providing both operational and administrative support to the firm. As an Institutional Associate, he assists with institutional business including servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. As a Research Associate, he conducts initial due diligence on companies and provides supporting research on companies for senior analysts. He also assists with earnings reports, financial modeling, and formal investment recommendation presentations.

In 2014, Mr. Almazan joined Scharf Investments after completing his university degree.

Mr. Almazan earned a Bachelor of Arts in applied mathematics from the University of California at Berkeley. He is also a CFA charterholder.

On a Personal Note

Mr. Almazan shares his financial expertise by volunteering to teach financial literacy. For recreation, he spends time boxing and repairing old cars.

Something You Might Not Know

A mechanical whiz kid, Mr. Almazan began learning to fix cars at age five.

Sam Kanagawa is an Institutional Associate at Scharf Investments. He holds administrative and operational responsibilities related to Scharf’s institutional business. His duties include servicing and marketing requests, attribution analysis, and portfolio reviews covering current performance and future outlook. Mr. Kanagawa also provides research support.

In 2015, Mr. Kanagawa joined Scharf Investments, after completing his university degree.

Mr. Kanagawa earned a Bachelor of Arts in business management economics with a minor in technology information management from the University of California at Santa Cruz. He holds a Charted Financial Analyst designation and a FINRA Series 65 license.

On a Personal Note

Mr. Kanagawa enjoys staying active, working out, and is an avid sports enthusiast. He likes watching football and basketball, and is a die-hard New York Jets fan.

Something You Might Not Know

An accomplished martial artist, Mr. Kanagawa has a black belt in Tae Kwon Do.

Junshi Wu is a Data Associate at Scharf Investments. He is responsible for on-going portfolio and research data projects. He also assists the institutional team with servicing and marketing requests.

Mr. Wu joined Scharf Investments in 2019, after graduating with honors from the University of California, Santa Cruz. He holds a Bachelor of Arts degree in Economics. He is a CFA level III candidate.

On a Personal Note

Mr. Wu stays active in his spare time. He is an avid tennis player and enjoys working out. He has finished The Lord of the Rings trilogy marathon five times.

Something You Might Not Know

Being bilingual, Mr. Wu enjoys reading in both English and Chinese.

Jason Marcus is Chief Operating Officer and Chief Compliance Officer. He is responsible for all operational, administrative, legal, and compliance facets of the company. Mr. Marcus is also involved in business development and strategy.

Prior to joining Scharf Investments in 2010, Mr. Marcus worked for Fairholme Capital Management as the operations and compliance manager.  His previous roles at that firm included execution trader, operations specialist, portfolio accountant, and client administration associate. During his eight years at Fairholme, the firm grew by more than $15 billion.

Mr. Marcus earned a Bachelor of Science in business administration with a concentration in management from the Montclair State University School of Business in Montclair, NJ.

On a Personal Note

Mr. Marcus is a travel buff. He also appreciates spending time with family.

Something You Might Not Know

With an aficionado’s eye for detail, Mr. Marcus enjoys restoring antique automobiles.

Joel Houston is an Operations Associate. He is responsible for client billing and Information Technology support. He also helps oversee software migration projects.

Mr. Houston joined Scharf Investments in 2013, after completing his university degree.

Mr. Houston earned a Bachelor of Arts from the University of California at Santa Cruz.

On a Personal Note

Mr. Houston likes to travel and stay active. He plays sports, works out, and goes on the occasional hike.

Something You Might Not Know

A film major, Mr. Houston writes screenplays in his free time.

Sean Wright is a Trader and Operations Specialist. He works closely with the portfolio manager and is responsible for global trading. Mr. Wright also interfaces with relationship managers concerning account flows.

Before joining Scharf Investments in 2016, Mr. Wright was head trader and performance analyst for Trust & Fiduciary Management Services. He previously worked as director of operations for Suncoast Equity and as head trader for Polen Capital, both in Tampa, FL. He began his career at Smith Barney, Harris Upham and also worked for Salomon Brothers.

Mr. Wright received his undergraduate degree in economics from the University of South Florida in Tampa, and his Master of Business Administration from the University of Miami. He also served as an arbitrator for FINRA.

On a Personal Note

Mr. Wright likes sporting events. An avid golfer, he directs an annual golf tournament raising funds for needs-based nursing scholarships at a local community college. Since inception it has raised more than $50,000.

Something You Might Not Know

In 1992, Mr. Wright went undercover with the Secret Service to help them catch counterfeiters.

Jim Giblin is an Operations Analyst. He is responsible for back office operations including account reconciliations, portfolio accounting, and mutual fund maintenance. Mr. Giblin also works with outside brokers and custodians to resolve any issues that arise.

Mr. Giblin joined Scharf Investments in 2016. Prior to joining Scharf, he was a senior accountant for Passport Capital. Previously, he worked as a senior manager for Charles Schwab Investment Management. Mr. Giblin began his career at State Street Corporation. 

While in the military, Mr. Giblin held top-secret clearance.

On a Personal Note

An active parent, Mr. Giblin loves spending time with family. He is a golfer and scuba diver. Mr. Giblin also makes time to volunteer with Project Open Hand, feeding the sick in San Francisco.

Something You Might Not Know

During his military service, Mr. Giblin spent time on an aircraft carrier in the Persian Gulf.

Cameron Cavalin is an Operations Analyst at Scharf Investments. Mr. Cavalin is also a member of the Fixed Income Committee and assists in selecting and purchasing bonds and preferred stocks.

Mr. Cavalin joined Scharf Investments in 2018, after graduating from University of California, Santa Cruz with a double major in Economics and Environmental Studies. During his time at UCSC he founded the Slugs Fund Investment Group. The Slugs Fund aims to teach general finance to all students and to give members a more in depth look at the financial industry. Mr. Cavalin continues to speak at the annual “Careers in Finance” event hosted by Slugs Fund.

On a Personal Note

Mr. Cavalin enjoys living in Santa Cruz and often goes on runs on West Cliff. He also likes kayaking and watching stand-up comedy.

Something You Might Not Know

Mr. Cavalin once worked for Volcano National Park in Hawaii for 3 months in 2015, backpacking to remote beaches to tag and track the endangered Hawksbill Turtle.