About Us
G. Allen Mabry III
History:
G. Allen Mabry III served in the military from 1967-1971 during the Vietnam War. After completing his military service and college education he began his investment career in 1973 with Merrill Lynch in the Bay area of Northern California. He continued to work closely with high-net worth clients and their investments until his retirement from the financial services industry in 2000.
Specialities:
Investing in; Options Strategies, Fixed Income, Global Equities, Emerging Markets, and private placements.
Family:
He currently resides in San Diego, California with his wife of 44 years. Together, the have two grown children and enjoy boating and spending time with their two granddaughters.
Education:
Cal State University – class of ‘73 BS Business Administration – Economics and Marketing Marketing
Credentials:
Has held Series 7, 8, 63
R. Anthony Schwartz
History:
Mr. Schwartz has spent the past 40+ years serving businesses, families and his community with his broad expertise in investing, risk assessment and accounting to name a few.
He spent 16 year for a Big 8 Accounting firm, lastly as an Audit Partner. For over 20 years, he owned and operated multiple businesses and conducted business both domestically and abroad, including trustee and general partner services for high net worth families.
Specialities:
Wealth and Risk Management
Consulting and Accounting services with the following industries: oil and gas, agriculture, mining, manufacturing, transportation financials and real estate.
Investing in: small businesses, natural resources, fixed income, global equities, emerging markets, private equity, options, currencies, private placements, and hedge funds.
Family:
He is married for over 45 years to Nancy; together they are proud of their six children and fourteen grandchildren.
Education:
BS Accounting Regis College (University) 1961
Credentials:
Certified Public Accountant, CPA, Trustee and General Partner
BS Regis College (University) 1961 CPA
CME Group
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