301 East Colorado Blvd.
Suite 802
Pasadena, CA 91101
| phone: fax: |
626.795.7583 626.795.7689 |
Tom Jones joined Jim Gamble in 1974, and together, they built this firm to what it is today. Tom became a principal and President of Gamble Jones Investment Counsel in 1980 and successfully ran the firm for over two decades. During his tenure, Tom was instrumental in attracting some of the industry’s brightest and most talented professionals to the firm. Tom Jones has been, and continues to be, influential in developing new business and sharing the story of Gamble Jones Investment Counsel. Tom currently serves as Chairman, where he continues to provide excellent leadership within the firm and dedicates his time to his client relationships and managing portfolios.
| Professional Background: | Gamble Jones Investment Counsel - Chairman, 2003 to Present, President, 1980-2003, Portfolio Manager, 1974 to Present,Principal,1980 to present Dean Witter Reynolds - Account Executive, 1968-1974 |
| Affiliations: | Woodbury University, Past Chairman, Board of Governors Polytechnic School Member, Board of Trustees Mayfield Junior School, Member, Board of Trustees California Association of Independent Schools, Trustee Committee Pasadena Humane Society, Past Director Presidential Advance for Gerald Ford, 1974-1976; Vice-Presidential Advance for George Bush, 1979-1986 |
| Education: | Woodbury College - Business School - B.S., Business Administration,1968 |
Gamble Jones Investment Counsel Employee since 1974
Email: tjones@gamblejones.com
Tom Joined Gamble Jones Investment Counsel in 1984 after a successful career as partner and President of Clifford Associates. Shortly thereafter, he became a principal in the firm, and became President in 2007. Tom continues to enjoy close relationships with his many clients while providing guidance in the management of their portfolios.
| Professional Background: | Gamble Jones Investment Counsel - Chartered Investment Counselor, President, Principal, 1985 to Present Clifford Associates - Partner and President, 1969-1984 |
| Affiliations: | Chartered Investment Counselor; Los Angeles Society of Financial Analysts, Member CFA Institute, Member Pasadena Humane Society, Past Director Historical Society of Southern California, Past Director; Pasadena Optimist Club, Member; University Club of Pasadena, Past President |
| Education: | California State University at Los Angeles - BS, Business Administration, 1968 |
Gamble Jones Investment Counsel Employee since 1984
Email: tbent@gamblejones.com
Russ joined Gamble Jones Investment Counsel in 1985 after 25 successful years as Vice President at Scudder, Stevens & Clark. He currently manages the San Diego office.
| Professional Background: | Gamble Jones Investment Counsel - Chartered Investment Counselor, Manager, 1985 to Present Scudder, Stevens & Clark - Vice-President Investments, 1962-1985 |
| Affiliations: | Chartered Investment Counselor, San Diego Society of Financial Analysts |
| Education: | University of Southern California - M.B.A., Finance, 1961 University of Southern California - B.S., Finance, 1956 |
Gamble Jones Investment Counsel Employee since 1985
Email: rmeacham@gamblejones.com
Dennis joined Gamble Jones Investment Counsel in 1990 after a successful career as an attorney. As a lifelong investor, he wanted to use that experience by helping others manage their portfolios.
| Professional Background: | Gamble Jones Investment Counsel - Portfolio Manager, 1990 to Present Countrywide Credit Industries - General Counsel & Secretary, 1987-1990 First Interstate Bancorporation - Vice President & Senior Counsel, 1976-1987 Private Law Practice, 1971-1976 |
| Affiliations: | Boys Republic, President of the Board Hillsides Homes for Children, Director Pasadena Area Respiratory Disease Association, Director Pasadena Rotary Club |
| Education: | University of Southern California - B.A., 1967 |
Gamble Jones Investment Counsel Employee since 1993
Email: dslattery@gamblejones.com
Alison joined Gamble Jones Investment Counsel in 1993 where she quickly rose through the ranks to become a principal in 1998. In 1995, she became a Registered Investment Advisor by passing the Series 2. In 1999, she took on the added responsibility of managing the Pasadena office and its employees. Today, Alison continues to maintain close relationships with her clients while also managing their portfolios.
| Professional Background: | Gamble Jones Investment Counsel - Principal, 1998 to Present, Portfolio Manager, 1995 to Present |
| Affiliations: | Pasadena Junior Chamber of Commerce, Past Member Mayfield Senior School Alumni Council, Past Member The Wellness Community, Past Member Christ Child Society of Pasadena, Member MJS Alumni Counsel, Member |
| Education: | University of San Diego - B.S. International Relations, 1991 Cannon Financial Institute, Trust I and II Series 2 |
Gamble Jones Investment Counsel Employee since 1993
Email: agamble@gamblejones.com
Ashley began her professional career with Gamble Jones Investment Counsel in early 1996 as a member of the support staff. In 2000, after taking the Series 65, she began working as a portfolio manager. That same year, she also took on the additional role of Compliance Officer, while simultaneously attending Business School where she graduated with honors. As a principal of Gamble Jones Investment Counsel, Ashley continues to use her business and communications skills to further the success of her clients.
| Professional Background: | Gamble Jones Investment Counsel - Principal, 1999 to Present, Portfolio Manager, 2000 to Present, Compliance Officer, 2001-2004,
Support Staff, 1996-2000 |
| Affiliations: | The Wellness Community, Past Member Delta Mu Delta National Honor Society in Business Administration, 2003 |
| Education: | Woodbury University - M.B.A., 2003 |
Gamble Jones Investment Counsel Employee since 1996
Email: ajones@gamblejones.com
Dave joined Gamble Jones Investment Counsel early in 1999 as a principal and assumed responsibility as a portfolio manager and analyst. He also took on the role of Chief Compliance Officer. At that time, he had in excess of 35 years of experience in the investment counsel business, working for large, nationally recognized firms. His experience includes managing individual and institutional portfolios.
| Professional Background: | Gamble Jones Investment Counsel - Principal, 1999 to Present, Compliance Officer, 1999-2001 McMorgan & Company - Executive Vice President/National Marketing Coordinator, 1996-1997 Loomis Sayles & Company - Senior Partner, 1972-1995 United California Bank, 1965-1972 |
| Affiliations: | Pasadena Tournament of Roses, 2004/2005 President College Football Hall of Fame, Board of Directors Pasadena Community Foundation, Board of Directors Pasadena Tournament of Roses Foundation, Board of Directors Pasadena Fire and Police Retirement System, Former Chairman Pasadena Playhouse State Theater of California, Former President Los Angeles County Arboretum
Foundation, Former Board Member. |
| Education: | University of Southern California - B.A., Psychology, 1965 |
Gamble Jones Investment Counsel Employee since 1999
Email: ddavis@gamblejones.com
Colby relocated from Houston, Texas to join the team of Gamble Jones Investment Counsel in 1998. In 2001, Colby became a principal of Gamble Jones Investment Counsel. Today, his roles include Research Analyst and Treasurer.
| Professional Background: | Gamble Jones Investment Counsel - Chartered Financial Analyst, Certified Public Accountant, Principal, 1998 to Present Anderson, Greenwood & Co. - Accountant, 1997-1998 |
| Affiliations: | CFA Institute, Member Los Angeles Society of Financial Analysts, Member. |
| Education: | University of Texas at Austin - M.P.A., 1996 University of Texas at Austin - B.B.A., 1996 Series 65 |
Gamble Jones Investment Counsel Employee since 1998
Email: chackerman@gamblejones.com
Scott joined the team of Gamble Jones Investment Counsel in 1999 from Western Asset Management Company. Soon after entering the firm, Scott joined the ranks of Gamble Jones Investment Counsel’s portfolio managers and became a principal in 2002. Scott is also a specialist in options and fixed income. Scott is the managing partner of the Portland, Oregon office.
| Professional Background: | Gamble Jones Investment Counsel - Principal, 2002 to Present, Portfolio Manager, 2002 to Present, Assistant Portfolio Manager 2000-2002 Western Asset Management Company, 1999-2000 Van Deventer & Hoch, 1994-1999 |
| Affiliations: | Los Angeles Society of Financial Analysts, Member |
| Education: | University of Southern California - M.B.A., Corporate Finance and Investments, 2004 University of Southern California - B.A., English, 1992 Series 65 |
Gamble Jones Investment Counsel Employee since 2000
Email: sphillips@gamblejones.com
Jim became a member of the Gamble Jones Investment Counsel team in 2003 after spending twelve years managing the western region of a distribution channel for a major securities broker/dealer. During that time, a staff of 100+ greatly benefited from Jim’s financial planning skills, investment knowledge and hands-on management style. Jim became a principal in 2003 and continues to provide internal support to the Gamble Jones Investment Counsel portfolio managers in the additional areas of a client’s finances beyond traditional portfolio management.
| Professional Background: | Gamble Jones Investment Counsel - Principal, 2003 to Present Spina Financial Services - 2002 to Present Woodbury Financial Services, Inc. - Regional & Branch Manager, 1991-2003 |
| Affiliations: | Woodbury Financial Services - Eagle’s Circle Harford Insurance Co. Captain’s Club & Leadership Council Pacific Life Advisory Council American Funds All-American team Cannon Financial Institute American Management Association |
| Education: | University of San Diego - B.A., Business Finance Concentration, International Relations, 1989 Insurance Licenses: Life, Health & Disability (CA, WA, AZ, MN, OR, NJ, NY) Series 6, 63, 26, 7, 24, 65 Certified Fund Specialist |
Gamble Jones Investment Counsel Employee since 2003
Email: jspina@gamblejones.com
Hampton joined Gamble Jones Investment Counsel in 2007 as the Head of the Research Department and a portfolio manager. Prior to joining Gamble Jones Investment Counsel, Hampton spent nearly two decades in equity research, institutional investment management and investment banking. Hampton became a principal of Gamble Jones in 2008.
| Professional Background: | Gamble Jones Investment Counsel - Head of Research and Portfolio Manager, 2007 to Present WCM Investment Management - PM & Research Analyst, 2005-2007 CIBC World Markets - Executive Director, 1999-2003 Prudential Volpe Technology Group - Vice President, 1998-1999 ING Barings Furman Selz - Vice President, 1995-1998 Citicorp Securities - Associate, 1992-1995 A. B. Laffer, V. A., Canto Associates - Chief Financial Officer, 1988-1990 |
| Affiliations: | CFA Institute, Member Los Angeles Society of Financial Analysts, Member |
| Education: | Darden Graduate School of Business Administration, University of Virginia - M.B.A., 1992 University of Southern California - B.S., Petroleum Engineering, 1986 Candidate for Chartered Financial Analyst - Level II Series 65 |
Gamble Jones Investment Counsel Employee since 2007
Email: hadams@gamblejones.com