Our Team

Building lasting client relationships is at the heart of our work.

Our advisers take the time to understand each clients’ complete financial picture, their circumstances, goals, and values, while helping them plan for life’s significant milestones.

Beyond this personal commitment, our principals and portfolio managers share a genuine curiosity and passion for financial markets. This intellectual engagement drives us to identify high-quality investment opportunities and craft thoughtful, forward-looking strategies.

For decades, Everett Harris & Co. has upheld a strong tradition of professional excellence. We require rigorous training, including the pursuit and achievement of the Chartered Financial Analyst® (CFA®) designation—recognized globally as the gold standard in investment management. We are proud to have twelve CFA charterholders on our professional staff, reflecting our dedication to informed, ethical, and client-focused investment counsel.

Our Clients

Meet the Team

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    OLIVER N. CRARY, CFA, CIC

    CHAIRMAN

    Oliver Crary began his career in the investment industry in 1967 and joined Everett Harris & Co. in 1972 as a securities analyst and portfolio manager. He was elected President in 1982 and became Chairman in 1991. Oliver serves on the firm's Portfolio Management Team. His background includes service as a Lieutenant in the U.S. Navy from 1963 to 1967. He holds a BS in Finance from the University of Oregon and an MBA from California State University, Long Beach. Oliver is a CFA® charterholder.

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    JAMES D. WARD, CFA, CIC

    CHIEF INVESTMENT OFFICER

    James Ward has served Everett Harris & Co.’s clients since 1982 and has extensive experience in investment management and portfolio strategy. He has played a role in guiding asset allocation and has been involved in investment research across a broad range of domestic and international opportunities. Jim serves on the firm's Portfolio Management Team. He holds BS and MA degrees in Economics from Northern Illinois University and completed Ph.D. coursework at Stanford Graduate School of Business. James is a CFA® charterholder.

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    DAVID A. CLARK, CFA, CIC

    PRESIDENT

    David Clark began his career in the financial industry in 1983 and joined Everett Harris & Co. in 1990. He has spent his career managing portfolios and advising a diverse range of clients. David is a member of the firm's Portfolio Management Team and brings valuable fixed income expertise to the firm. He received his BA in Economics from the University of California, Berkeley and an MBA from the University of Southern California. David is a CFA® charterholder.

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    DEBORAH C. GRIFFITH, CFA, CPA

    PORTFOLIO MANAGER

    Deborah Griffith began her career as an audit accountant at Coopers & Lybrand before joining Deloitte & Touche as a senior audit accountant. She joined Everett Harris & Co. in 1998 and handles portfolio management and investment implementation for high net worth individuals. Deborah also serves on the firm's Portfolio Management Team. She received her BA in Accountancy from the University of San Diego. Deborah is a CFA® charterholder.

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    ROBERT W. SPIEDEL, CFA, CIC

    INVESTMENT STRATEGIST

    Robert Speidel began his career in the financial industry in 1990 and joined Everett Harris & Co. in 2002. He has held roles in research and portfolio management and serves on the firm's Portfolio Management Team. Rob holds a BA in Engineering Sciences from Dartmouth College and an MBA from Northwestern University's Kellogg School of Management. Robert is a CFA® charterholder.

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    MARK A. FOUNDOS, CFA

    PORFOLIO MANAGER

    Mark Foundos began his career in the investment industry in 1997 at Gabelli Asset Management prior to joining Everett Harris & Co. in 2003. He serves on the firm's Portfolio Management Team and works directly with high net worth individuals, corporate retirement plans, and charitable foundations across portfolio construction and investment strategy. Mark also oversees the firm's key brokerage and trading relationships. He holds a BS in Finance from Georgetown University and an MBA from Columbia Business School. Mark is a CFA® charterholder.

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    MONICA BAIER, CFA

    DIRECTOR OF RESEARCH

    Monica Baier began her career in equity research at Brandes Investment Partners in 1999 and joined Everett Harris & Co. in 2008 as a member of the Research Team. She also serves on the firm's Portfolio Management Team. Monica holds a BA in Economics from the University of San Diego and an MBA from Northwestern University's Kellogg School of Management. Monica is a CFA® charterholder.

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    CHARLES NO, CFA

    PORTFOLIO MANAGER

    Charles No began his career in the financial services industry in 2004 at Bristlecone Value Partners and joined Everett Harris & Co. in 2008. He works with high net worth individuals and has responsibilities in portfolio management and trading. Charles also serves on the firm's Portfolio Management Team. He received his BA in Mathematics from the University of California, Berkeley. Charles is a CFA® charterholder.

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    BETH R. MARGALIS, CFA

    PORFOLIO MANAGER

    Beth Margalis began her career in the financial industry in 2006 as an underwriting analyst at Raymond James Tax Credit Funds and joined Everett Harris & Co. in 2010. She handles portfolio management and trading and serves on the firm's Portfolio Management Team. She received a BBA in International Business with a Finance emphasis and a BA in French from the University of Georgia. Beth is a CFA® charterholder.

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    TATYANA PAK, CFA

    INVESTMENT ANALYST

    Tatyana Pak began her career as an analyst at ZPR Investment Research and Rainbow Fund before joining Everett Harris & Co. in 2011. She covers a broad range of equity holdings. Tatyana received her BA in Economics from Stetson University and an MS in Accountancy from California State University, Fullerton. Tatyana is a CFA® charterholder.

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    CHRIS APRILL, CFA

    PORTFOLIO MANAGER & FAMILY OFFICE LIASON

    Chris Aprill began his career in the investment industry in 2002 and spent a decade at Wells Fargo's multi-family office handling portfolio construction for high net worth clients. He joined Everett Harris & Co. in 2012 and manages investment portfolios for family offices, high net worth individuals, and private foundations. Chris serves on the firm's Portfolio Management Team. He holds a BS in Analytical Finance from Wake Forest University and an MBA from the University of Virginia's Darden School of Business. Chris is a CFA® charterholder.

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    ALEX MARTINIAN, CFA

    PORTFOLIO MANAGER / INVESTMENT ANALYST

    Alex Martinian began his career in equity research at T. Rowe Price in 2011 and joined Everett Harris & Co. in 2016 as a member of the Research Team. Alex also serves on the firm's Portfolio Management Team. He holds a BA in History modified with Economics from Dartmouth College and an MBA from Stanford Graduate School of Business. Alex is a CFA® charterholder.

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    MELANIE SANTOS

    INVESTMENT ANALYST

    Melanie Santos began her career in equity research in the Philippines in 1994. She joined Montgomery Asset Management (acquired by Wells Capital) in 2001, followed by Swiss Re's bond desk from 2008 to 2009, and subsequently worked as an analyst at a family office from 2011 to 2018. Melanie joined Everett Harris & Co. in 2018. She holds a BS in Management Engineering from Ateneo de Manila University and an MBA from Columbia Business School.

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    JULIANA SHEN

    PORTFOLIO ASSOCIATE

    Juliana Shen began her career in financial statistics at The Capital Group Companies, Inc. in 1999. Over more than a decade, she worked across their Los Angeles and London offices before joining Everett Harris & Co. in 2015. Juliana is a member of the Portfolio Management Team and supports two portfolio managers, overseeing portfolio administration and trading. She holds a BS in Business Administration from the University of Southern California.

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    SEBASTIAN JIMENEZ

    PORTFOLIO ASSOCIATE

    Sebastian Jimenez began his career in the financial services industry in 2012 at Imperial Capital LLC and joined Everett Harris & Co. in 2019. His responsibilities include portfolio administration and trading, and he is a member of the Portfolio Management Team. He received his BA in Economics from Loyola Marymount University.

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    JOANA BASSIL

    PORTFOLIO ASSOCIATE

    Joana Bassil began her financial career at Handford Financial Strategies in 2014, later joining Imperial Capital LLC before joining Everett Harris & Co. in 2020. Her responsibilities include portfolio administration and trading, and she is a member of the Portfolio Management Team. Joana holds a BS in Finance from George Mason University.

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    WAZHMA RANDALL

    PORTFOLIO ASSOCIATE

    Wazhma Randall began her career in finance at Dimensional Fund Advisors, where she spent more than eight years gaining experience on the investment side. She joined the Portfolio Management Team at Everett Harris & Co. in 2021 and supports client servicing, trading, and portfolio management. She holds a BS in Political Science from the University of California, Irvine.

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    MILETTE ALCABAO

    ACCOUNTING MANAGER

    Milette Alcabao began her career at McAmis & Spalding, where she worked for 12 years before joining Everett Harris & Co. in 2000. She is responsible for the firm's finances, including billing and payroll. Milette holds a BS in Commerce with a major in Accounting from the University of San Carlos.