Our Team

KCM Investment Advisors requires a minimum of 10 years of business experience for those involved in managing investments for clients. All portfolios are managed by Jay A. Kellett, John A. Lundin, John C. Pogue, William L. Prince, Donald O. Jesberg and Patricia Small.
	Jay A. Kellett CEO/CIO Mr. Kellett received a BS degree from the University of Wisconsin at Madison, where he also attended the Graduate School of Business and Finance. In January of 1970, Mr. Kellett joined Smith Barney & Co. in the corporate bond department in New York and was transferred to San Francisco as a member of the institutional fixed income department. In 1981, Mr. Kellett joined Merrill Lynch as a Sr. Vice President to establish the firm’s West Coast fixed income department, and in 1988 joined Prudential Securities as Senior Vice President and Western Regional Manager. Mr. Kellett is a highly esteemed specialist in the areas of investment management analytics, technology systems and design. His professional qualifications have included designations as a General Securities Representative, General Securities Principal, Qualified New York Stock Exchange Institutional Branch Manager, Registered Options Principal, Universal State Securities Representative, Interest Rate Options Principal, Commodities Futures Principal, and Municipal Securities Principal. Established KCM in 1996.
	John A. Lundin Partner and Portfolio Manager Mr. Lundin graduated from the University of California, Berkeley in 1973 with a BA degree in Economics. He received an MBA in finance from Golden Gate University in 1981. Mr. Lundin began his career with the U.S. Department of the Treasury – Comptroller of the Currency as a National Bank Examiner in 1973. In 1977, he joined Bank of America in the Credit Examination Department – Bank wide, which monitored major credits worldwide and loan losses. In 1981, he joined Scudder, Stevens and Clark, later renamed Scudder Investments. He was a Senior Vice President and Portfolio Manager in charge of the Private Investment Counsel Group in San Francisco which specialized in equity and fixed income securities for high net worth individuals. Joined KCM in 2000.
	John C. Pogue Partner and Portfolio Manager Mr. Pogue graduated from Trinity College, Hartford CT, in 1966 with a BA degree in economics. Following three years of active duty as a Naval officer aboard the USS Regulus, Mr. Pogue began his investment career in 1970 with Wells Fargo Bank as a municipal bond trader and, eventually, as Vice President in charge of the taxable bond department. In 1976, Mr. Pogue joined the institutional bond department of A.G. Becker (acquired by Merrill Lynch), and in 1979 opened and managed a West Coast office for Briggs, Schaedel & Co. (a Primary Government Dealer). In 1983, Mr. Pogue became a Sr. Vice President at Dean Witter Reynolds with West Coast responsibility for institutional taxable fixed income securities. In 1997, Mr. Pogue started Pogue Capital Management. Joined KCM in 2003.
	Patricia Small Partner and Portfolio Manager Ms. Small graduated from Marymount College in 1967 with a BA degree in Economics. Most recently, Ms. Small served as the highly esteemed Treasurer of the Regents of The University of California, and was affiliated with the Treasurer’s Office for more than 28 years. Regarded as one of the highest rated institutional funds nationwide, Ms. Small was responsible for the internal management of all equity, fixed income and private equity assets totaling more than $58 billion. For twenty years she served on the UC Retirement System Board. For ten years she served as a Director of the Emerging Markets Growth Fund at Capital International, Inc, served a term as a Board Governor of the Association of Investment Management and Research (AIMR) and is currently an Advisory Board Member of ML Diversified Private Equity Program. In addition, she has served on the advisory boards of several emerging market private equity funds and serves on the Finance Committee of Marin General Hospital. Before joining the Treasurer’s office, Ms. Small was Assistant Portfolio Manager in the Pension Trust Unit at Bank of America, San Francisco. Joined KCM in August 2001.
	William L. Prince, CFA COO/CCO Mr. Prince is a 1978 graduate of Boston University cum laude. Mr. Prince has considerable private client and institutional experience, having held positions of Director of Investment Management Services at RNC Capital Management in Los Angeles, California, Senior Regulatory Securities Accountant with Jefferies and Co., Los Angeles, and California, Vice President and Director of Compliance at Wall Street Associates, La Jolla, California. Mr. Prince provides considerable expertise in the areas of benchmark analytics, stock screening and research, stock trading. Mr. Prince is a member of the San Francisco Society for Financial Analysts and the New York Society of Security Analysts.
	Donald O. Jesberg Portfolio Manager Mr. Jesberg graduated from the University of Southern California in 1977 with a Bachelors degree in Business Administration with an emphasis in Finance. Don has been in the investment business for more than 26 years with various brokerage and investment advisory firms. For the past six years Don served as Vice President at Reynolds Capital Management in Larkspur, California working with individually managed portfolios and serving as an officer for the Reynolds Funds, Inc. Don joined KCM 2006.
	Raymond J. Randolph Principal and Director of Retail Marketing Principal, Director of Retail Marketing, graduated from the University of San Francisco in 1975 with a Bachelor of Science degree in Business Economics. He has more than eighteen years of experience in financial services, including banking and securities brokerage. Immediately prior to joining KCM, Ray spent seven years with Charles Schwab and Co. as a financial consultant where he was responsible for business development and advice solutions for retail clients. Ray joined KCM in 2005.
	Mary P. Coyne Manager of Client Services Ms. Coyne received her paralegal certificate from San Francisco State University worked in the legal field in San Francisco for over 18 years before joining KCM. Ms. Coyne manages client communications and portfolio administration. She also serves as liaison with custodian banks and brokerage firms.
	Noelle Vranjes Client Services/Operations Ms. Vranjes completed her undergraduate studies with honors in Finance and International Business at San Francisco State University in 2002. Prior to joining KCM in 2003, she worked for various consulting and mortgage firms managing client relationships.