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Portfolio Management Team
The portfolio management team has over fifty years of combined, complementary investment management experience.
BRAD DINSMORE received his BA from the University of Washington, where he majored in Political Science. He returned to California in 1990 to attend the Leavey School of Business at Santa Clara University. While earning his MBA, with a concentration in Finance and Investments, he worked at Petersen, Flynn & Dinsmore doing fundamental equity research and assisting with portfolio management. Following graduation, Brad joined the Equity Research Department at RCM Capital Management, a large San Francisco money manager. After two years in research, Brad moved to the Portfolio Management Team at RCM where his duties ranged from macro-level economic research to sector allocation and stock selection through interaction with both internal and external analysts, brokers and company managements. Brad returned to PFD in 1995.
MASON FORD, CFA grew up in Miami, Florida. He graduated from Harvard University magna cum laude in Economics in 1993. He then joined Salomon Brothers in New York City as a financial analyst in the Equity Capital Markets group. He trekked out to California in 1995 to attend Stanford Business School. Upon graduation, he spent three years as a research analyst and portfolio manager at Wentworth, Hauser and Violich, a San Francisco-based investment counselor. Having earned the Chartered Financial Analyst designation, Mason joined PFD in 2001.
M. BRAD BRANSON, CFA received a Bachelor of Arts degree in Economics from Pomona College in 1991. He worked as an Equity Analyst at Duncan & Branson from 1991 until 1993. Brad joined RCM Capital Management in 1993. While at RCM he became a Managing Director and served as both a Senior Portfolio Manager on the Institutional Investment Team and Chief Investment Officer of the Private Client Group. These two groups represented the majority of the firm’s $15 billion of assets. Brad received his Chartered Financial Analyst designation in 1995 and is currently a member of the CFA Institute and the Security Analysts Society of San Francisco. Brad joined PFD in 2006.
Portfolio Administrative Team
JULIE CUTLER was born and raised in Southern California. She received a Bachelor of Science degree from Purdue University in 1998, majoring in Industrial Management. Following graduation, she worked at Verizon Wireless Messaging Services as a Corporate Accounts Manager. Julie moved to San Francisco and joined PFD in 2003.
The portfolio management team has over fifty years of combined, complementary investment management experience.
BRAD DINSMORE received his BA from the University of Washington, where he majored in Political Science. He returned to California in 1990 to attend the Leavey School of Business at Santa Clara University. While earning his MBA, with a concentration in Finance and Investments, he worked at Petersen, Flynn & Dinsmore doing fundamental equity research and assisting with portfolio management. Following graduation, Brad joined the Equity Research Department at RCM Capital Management, a large San Francisco money manager. After two years in research, Brad moved to the Portfolio Management Team at RCM where his duties ranged from macro-level economic research to sector allocation and stock selection through interaction with both internal and external analysts, brokers and company managements. Brad returned to PFD in 1995.
MASON FORD, CFA grew up in Miami, Florida. He graduated from Harvard University magna cum laude in Economics in 1993. He then joined Salomon Brothers in New York City as a financial analyst in the Equity Capital Markets group. He trekked out to California in 1995 to attend Stanford Business School. Upon graduation, he spent three years as a research analyst and portfolio manager at Wentworth, Hauser and Violich, a San Francisco-based investment counselor. Having earned the Chartered Financial Analyst designation, Mason joined PFD in 2001.
M. BRAD BRANSON, CFA received a Bachelor of Arts degree in Economics from Pomona College in 1991. He worked as an Equity Analyst at Duncan & Branson from 1991 until 1993. Brad joined RCM Capital Management in 1993. While at RCM he became a Managing Director and served as both a Senior Portfolio Manager on the Institutional Investment Team and Chief Investment Officer of the Private Client Group. These two groups represented the majority of the firm’s $15 billion of assets. Brad received his Chartered Financial Analyst designation in 1995 and is currently a member of the CFA Institute and the Security Analysts Society of San Francisco. Brad joined PFD in 2006.
Portfolio Administrative Team
JULIE CUTLER was born and raised in Southern California. She received a Bachelor of Science degree from Purdue University in 1998, majoring in Industrial Management. Following graduation, she worked at Verizon Wireless Messaging Services as a Corporate Accounts Manager. Julie moved to San Francisco and joined PFD in 2003.
