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Professional Staff
James L. Watts
David A. Jackson
Gideon Kory, CFA
Christopher Rusch
Michelle Watts
 
Advisory Board
Gilbert F. Amelio, PhD
Charles Dargan, CPA/CFA
Mike Halloran, Esq.
Steven Meyer, MD/JD
William B. Patton, Jr.
Major General Paul A.
Weaver, USAF Ret.


Michelle Watts, V.P. Marketing & Administration

Mrs. Watts oversees marketing and advertising for the Firm and also assists with NASD compliance and reporting for the affiliated Broker/Dealer, Pacific Summit Securities. Michelle began her career in commercial banking at First Interstate Bank where she became Manager of a $42 million branch at the age of 24. She later became a Business Development Officer for Marine National Bank specializing in commercial lending for small business and middle market customers. Michelle received her B.A. in English Literature and Marketing from Chapman University and currently holds Series 7 and 63 Securities licenses.

 

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