Our Experienced Asset Management Team
PVG brings a highly experienced team management to your portfolio. Our management experience includes volatile as well as upward trending markets dating back to the 1960’s. We celebrate our independence from consensus management and marketing pressures.
Patrick S. Adams
CFA – Chief Executive Officer
BioManaging money since 1985, Mr. Adams prior experience includes serving as Chief Investment Officer and portfolio manager for the Berger Mutual Funds, and as a portfolio manager for Kemper and the Dreyfus/Founders mutual funds. Adams was recognized as having an outstanding long-term track record at multiple large mutual fund families. Under Mr. Adams’ leadership, Berger Funds was recognized by Mutual Fund magazine as the nation’s second best performing Fund Company for multiple years. The Founders Balanced fund was the top ranked performing balanced fund for three years under his management and Barron’s magazine recognized Pat as having “All the Right Moves” and “Perfect Timing”. Patrick’s education includes an MBA from Xavier University and a BS from Ohio State University.
Jana Henderson
Vice President
BioAn integral member of the PVG team since 2008, Ms. Henderson is the backbone of operation support. In 2010 she assumed management responsibilities across all corporate functions as Director of Operations. As Director of Operations Ms. Henderson executes trades, coordinates new business, oversees financial controls, and manages client reporting. Ms. Henderson received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.
Annie Gallegos
Vice President
BioAnnie Gallegos serves as a Senior Trader and Director of Operations for the firm. She is an Advent Axys & Moxy Trading specialist. She provides client support, daily portfolio reconciliation, performance reporting and assists in compliance. She also maintains control procedures and performs data integrity audits to ensure accuracy. Annie has her Bachelor of Arts Degree in Economics from Northwestern University. Her previous experience includes employment with Chicago based Premier Asset Management, LLC. and WaMu Investment, Inc.
Bruce Amman
Director of Fixed Income
BioBruce Amman is the Director of Fixed Income and has an extensive background in the fixed incomemarkets navigating a multitude of various market conditions. Mr. Amman was part of a team at CitiPrivate Bank and oversaw a $6 billion portfolio of assets and worked as a manager for Morgan Stanley.He also worked for LPL Financial and Boettcher and Company. Also, he has advised over thirty Coloradocounties, several publicly traded companies managing their cash positions. Clients have includedWyoming Retirement Systems and Denver Public Schools. He graduated from Arizona State Universityand The Wharton School of Real Estate. Mr. Amman is involved with his church and numerous charities.
