KCM Investment AdvisorsTeam - KCM Investment Advisors

Meet 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 C. Pogue, John A. Lundin, Donald O. Jesberg, Michelle L. Durgy and Guy J. Benstead

- Jay A. Kellett
  
  Founder, CEO & CIO
- John C. Pogue
  
  President and Senior Portfolio Manager
- John A. Lundin
  
  Partner and Senior Portfolio Manager
- Michelle L. Durgy
  
  Partner and Senior Portfolio Manager.
- Donald O. Jesberg
  
  Partner and Senior Portfolio Manager
- Guy J. Benstead
  
  Partner and Senior Portfolio Manager
- Loni L. Tankoos
  
  CCO and COO
- Raymond J. Randolph
  
  Partner and Director of Marketing
- Honna Li
  
  Certified Financial Planner
- Jason V. Love
  
  Chief Technology Officer
  and Equity/Preferred Trader
- Noelle D. Vranjes
  
  Director of Municipal Research and Trading
- Rob J. Byers
  
  Director of Taxable
  Fixed Income Trading
- Charley Cornwell
- Denise Lescohier-Tung
- Christine Lopez
- Becky Wambach
- Joe Balmain
- Isabella Mattina
- Celine Bou Shakra

Contact Us

If you would like to contact KCM Investment Advisors about our services, please fill out the following online form and a KCM Partner will contact you shortly. Alternatively, please call Raymond Randolph at the number below.

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To learn more about KCM please contact Raymond Randolph.
- Greenbrae Office
  
  KCM Investment Advisors
  300 Drakes Landing Road, Suite 210
  Greenbrae, CA 94904
  Click to View Map
- Phone No:
  
  (415) 461-7788
  (888) 287-5555
- For all other Inquiries Contact
  
  Loni Tankoos, Manager of Client Services
  Email : clientservice@kcmadvisors.com