AMI Asset Management has built an organization consisting of highly qualified individuals with a singular purpose in mind: providing superior risk-adjusted returns while offering the highest quality of service to our clients.  The management of the equity strategies and fixed income strategies are independent of each other, with two distinct teams focusing on the two asset classes.  The equity and fixed income portfolio managers have over 50 years of combined investment management experience. 

 

 

William Tanner, CPA Co-Founder, Chairman, Co-Equity Portfolio Manager

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424-320-4001

 

Bill Tanner is the Chairman and Co-Equity Portfolio Manager of AMI Asset Management and Co-Founded the firm in 1998.  He has been the portfolio manager since the inception of the firm and is still currently a member of the firm’s Investment Committee.   Mr. Tanner began his career in auditing small and medium sized companies for a public accounting firm before co-founding the CPA/Business Management firm Tanner, Mainstain, Glynn & Johnson in 1975.  He earned a degree in Business Administration and Accounting from the University of California, Los Angeles and a Master’s Degree in Taxation.  His professional and business activities consist of being a member of the American Institute of Certified Public Accountants (AICPA) and The California Society of Certified Public Accountants.  Mr. Tanner is a shareholder of the firm.

Matthew Humiston President, Co-Equity Portfolio Manager

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424-320-4002

 

Matt Humiston is responsible for running the day-to-day operations of AMI.  When Mr. Humiston joined the firm in 2000, he and Bill Tanner formulated the investment process that AMI uses today.  He is a member of the firm’s Investment Committee and oversees the portfolio management trading and reporting operations.  Prior to joining AMI, Mr. Humiston worked at internet startup Pop.com and at Brillstein-Grey Entertainment.  He earned a Bachelor of Arts in Economics degree from the University of California, Santa Barbara.  He also received a professional designation in Personal Financial Planning (PFP) at the University of California, Los Angeles in 2005.  Mr. Humiston is a shareholder of the firm.

Christian Sessing, CFA Chief Investment Officer, Lead Equity Portfolio Manager

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424-320-4004

 

Christian Sessing leads the equity research efforts for the firm and is responsible for the portfolio construction for all of the firm’s equity strategies.  He began his career as an Equity Analyst with a regional brokerage firm and then spent 5 years at Crowell, Weedon & Co.  He earned a Bachelor of Business of Business Administration with a concentration in Finance from California State University, Northridge.  His professional and business activities consist of being a member of the CFA Institute and The CFA Society of Los Angeles.  Mr. Sessing has been with the firm since 2005 and is a shareholder.

Andrew Zamfotis, CFA  Senior Equity Analyst

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424-320-4012

 

Andrew Zamfotis is responsible for assisting in all phases of the equity research process. Prior to joining AMI, Andrew was a Senior Analyst at EVA Dimensions, an equity research firm focused on economic profit based models whose clients manage over $100 billion in assets. Prior to EVA, Andrew was a senior analyst at the long/short hedge fund Legarde Capital Management. Andrew began his career at the Halyard Capital Fund, a private equity fund where he was responsible for the Fund’s investments into Technology, Media, Internet, and Telecommunications companies. Andrew is a CFA® Charterholder and holds a bachelor’s degree in Finance and Information Systems from New York University’s Stern School of Business where he graduated with honors.

Darrin Mainstain, CFA  Equity Analyst

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424-320-4005

 

Darrin Mainstain is responsible for assisting in all phases of the equity research process, including model construction, news and event tracking, and research projects.  Mr. Mainstain began his career in client services with the William Morris Agency in Los Angeles.  He graduated from the University of Southern California where he earned a Bachelor of Arts in Economics degree.  Mr. Mainstain is a CFA® Charterholder and has been with the firm since 2007.

Richard Schimbor Equity Analyst

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424-320-4008

 

Richard Schimbor is responsible for assisting in all phases of the equity research process, including model construction, news and event tracking, and research projects. Richard began his career at Falcon Point Capital, a long short hedge fund in San Francisco. Most recently Richard served as an Assistant Vice President at U.S. Bancorp. Richard has held internships in equity research with Trust Company of the West and Dalton Investments. Richard received a B.A. in Economics with Highest Honors from the University of California, Berkeley and an M.B.A from the UCLA Anderson School of Management. Richard has been with the firm since 2016.

Timothy Somers, Managing Director - Fixed Income

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424-320-4006

 

With over 20 years of buy-side fixed income experience, Tim Somers is responsible for managing the Firm's tax-exempt, taxable and high yield fixed income strategies.  Prior to joining AMI, Mr. Somers was a senior partner at Financial Management Advisors LLC for 14 years where he managed a diverse array of fixed income products including domestic and offshore high yield hedge funds.  He also had sole responsibility for the workout and restructuring of all distressed positions within the Firm’s portfolios.  Prior to FMA, Mr. Somers held positions at SunAmerica Inc. (currently AIG) and Sutro & Company.  He earned a Masters of Business Administration degree in Finance from the University of Southern California and a Bachelors of Business Administration degree in Finance & Economics from Loyola Marymount University, where he graduated Cum Laude and Beta Gamma Sigma.  Mr. Somers has been with the firm since 2009.

Katharine Kim Chief Compliance Officer

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424-320-4003

 

Katharine Kim is responsible for the day-to-day implementation and maintenance of the firm’s compliance program to ensure compliance with all industry regulations.  Mrs. Kim coordinates all the audits at the firm, including the annual GIPS audit.  She also oversees the daily management of client accounts, the administration of new accounts and the trading operations. Mrs. Kim began her career performing client services duties at Dreyfus Brokerage Services.  She earned a Bachelor of Arts in Economics degree from the University of California, San Diego.  Mrs. Kim has been with the firm since 2002.

Erin Gudino Operations Associate

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424-320-4011

 

Erin Gudino assists in the daily management of client accounts and administration of new accounts.  Mrs. Gudino previously worked as an administrative assistant at KPMG LLP in Boston.  She earned a Bachelor of Arts in Media Studies degree from Sacred Heart University.  Mrs. Gudino has been with the firm since 2010.

Nancy Houang Equity Trader, Operations Associate

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424-320-4009

 

Nancy Houang is responsible for implementing all of the equity trading for AMI.   Mrs. Houang also assists in the daily management of client accounts and assists in maintaining performance composites and working on the annual audits.  Mrs. Houang began her career with First Western Capital Management as an associate and then joined First Quadrant, LP where she worked as a senior investment accountant.  She received her Bachelor of Sciences in Business Administration degree with a concentration in Finance from California State University, Long Beach.  Mrs. Houang has been with the firm since 2013.

Christopher Guerrero Operations Associate, IT

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424-320-4010

 

Christopher Guerrero is responsible for managing AMI’s IT operations, as well as assisting with equity trading, proxy voting and database maintenance.  Previously, Mr. Guerrero worked at Tanner, Mainstain, Glynn & Johnson for 17 years as the IT Director.  He received a Bachelor of Sciences in Psychology and Political Science degree from the University of California, Los Angeles.  He has been with the firm since 2014.

Romona Thompson Operations Associate

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424-320-4000

 

Romona Thompson assists in the daily management of client accounts and the administration of new accounts. Prior to joining AMI, Mrs. Thompson was an Investment Management Associate with First Western Capital Management for 9 years. Prior to First Western Mrs. Thompson held positions as Trading assistant at Transamerica Investment Services, Inc. and Merrill Lynch Pierce Fenner and Smith, Inc. Ms. Thompson earned her Associate Degree from West Los Angeles College.

Matthew Dorband Director of Sales and Marketing

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424-320-4007

 

Matt Dorband leads the marketing and sales efforts of the firm.  He is responsible for developing and executing the firm’s business development plan for promoting the equity strategies within the institutional investment community.  He previously spent 13 years in the commercial real estate industry at CB Richard Ellis and Colliers International focusing on assisting businesses with corporate real estate planning.  Mr. Dorband earned a Bachelor of Science in Business Administration degree with an emphasis in Finance and Entrepreneurship from the University of Arizona. Mr. Dorband has been with the firm since 2012. 

Rob Knowles Senior Vice President – Institutional Markets

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424-320-4014

 

Rob Knowles is responsible for institutional business development. He has 22 years of investment experience, working with both institutional and private client investors. Early in his career, Mr. Knowles worked in the consulting division of Wilshire Associates, an institutional pension consultant. He spent the next 11 years in sales/client service for Transamerica Investment Management, marketing to pension plans, investment consultants and retail platforms. Prior to joining AMI, Rob was with Wall Street Associates. He received a Bachelor of Arts degree in Economics from California State University, San Diego and earned a Masters of Business Administration degree from Loyola Marymount University. Mr. Knowles joined the firm in 2016.

Anna Cross Sales Associate

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424-320-4013

 

Anna Cross assists with all facets of the firm’s sales, marketing and client servicing operations. Ms. Cross previously worked in the San Francisco Bay Area as a business development associate with Validant Consulting and most recently worked as an administrative coordinator at the University of California, Berkeley. She earned a Bachelor of Arts in Integrative Biology from the University of California, Berkeley. Ms. Cross has been with the firm since 2016.