Lee Anke has been counseling investment clients since 1977 with expertise in the area of Modern Portfolio Theory, investment research and low-risk portfolio development. Lee has provided expert witness testimony in court cases dealing with fiduciary mismanagement of assets. He teaches the on-line “Management of the Investment Portfolio” class in California State University at Fullerton’s Trustee Certification Curriculum and is a frequent presenter at fiduciary conferences. Lee earned an MBA in finance from the University of Utah and holds bachelor’s and master’s degrees in physics. In his free time, Lee is an avid bicyclist and hiker, enjoying annual backpacking trips to Yosemite and southern Idaho.
Ted Ong specializes in retirement, fiduciary and estate planning. He is a nationally recognized expert on the Uniform Prudent Investor Act and has been an investment professional since 1983. He teaches the on-line “Management of the Investment Portfolio” class offered by California State University at Fullerton’s Trustee Certification Curriculum and has taught numerous fiduciary investment classes. He holds a bachelor’s degree from Stanford and an MBA from Brigham Young University. In 2006 Ted returned from a sabbatical, serving as the President of the China, Hong Kong Mission for The Church of Jesus Christ of Latter-day Saints. He and his wife, Amelia, supervised the efforts of 150 missionaries in the region.
Check the background of Ted Ong on FINRA’s BrokerCheck
Jared Ong joined PIN in September 2010 as a Portfolio Analyst, having worked previously at the Capital Group Companies (American Funds) as a business systems analyst specializing in trade procedures and bank messages formats. While at the Capital Group, he was integral in improving equity, fixed income and foreign exchange trade processes for the firm’s American Funds trade operations group. He graduated from Brigham Young University with a bachelor’s degree in Music. Time permitting, you might find him moonlighting as a composer and pianist for local events.
Check the background of Jared Ong on the SEC Adviser Info website
Elisa Williamson manages operations and marketing. She served on the steering committee for the San Diego Fiduciary Abuse Specialist Team and also on the National Guardianship Association Education Committee. She earned bachelor’s and master’s degrees in Business Education from Brigham Young University. A Board of Trustee member of the local school district since 2000, Elisa takes advantage of the wonderful Southern California weather by growing vegetables, citrus, avocados, peaches, apricots and apples.