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 70 years of combined investment management experience. 

 

 

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

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424-320-4001

 

Bill Tanner is the President and Co-Portfolio Manager of AMI Asset Management and Co-Founded the firm in 1998.  Mr. Tanner 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.  Mr. Tanner 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, Equity Co-Portfolio Manager

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424-320-4002

 

Matt Humiston is responsible for running the day-to-day operations of AMI.  When Matt 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, Matt worked at internet startup Pop.com and at Brillstein-Grey Entertainment.  Mr. Humiston earned a degree in Business/Economics from the University of California, Santa Barbara.  He 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 Senior Equity Analyst, Lead Equity Portfolio Manager

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424-320-4004

 

Christian Sessing joined the firm in 2005 and is a member of the firm’s Investment Committee.  Mr. Sessing is responsible for providing due diligence on current and prospective equity investments.  He began his career as an Equity Analyst with a regional brokerage firm and then spent 5 years at Crowell, Weedon& Co. where he had a 5-Star rating for stock picking performance from StarMine.  Mr. Sessing earned a Bachelor of Business Administration degree 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 is a shareholder of the firm.

Timothy Somers, Managing Director - Fixed Income

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424-320-4006

 

Tim Somers has been with the firm since 2009.  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 in 2009, Tim 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, Tim held positions at SunAmerica Inc. (currently AIG) and Sutro & Company.  Tim 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.

Katharine Kim Chief Compliance Officer

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424-320-4003

 

Katharine Kim joined AMI in 2002 and is responsible for the day-to-day implementation and maintenance of the firm’s compliance program to ensure compliance with all industry regulations. Ms. 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. She began her career performing client services duties at Dreyfus Brokerage Services and earned a degree in Economics from the University of California, San Diego.

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 and earned a B.A. in Economics from the University of Southern California.  Mr. Mainstain is a CFA Charterholder and has been with the firm since 2007.

Zachary Robinow Equity Analyst

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424-320-4008

 

Zach Robinow is responsible for assisting in all phases of the equity research process, including model construction, news and event tracking, and research projects. Previously, he held internships with Whitebox Advisors, a Minneapolis-based hedge fund, and Columbia Management. Mr. Robinow graduated Cum Laude from the University of Southern California with a B.A. in Economics, and also spent a year studying finance and economics at the London School of Economics. Mr. Robinow is a CFA level II candidate and has been with the firm since 2013.

Matthew Dorband Director of Sales and Marketing

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424-320-4007

 

Matt Dorband leads the marketing and business development efforts of the firm.  He previously spent 12 years in the commercial real estate industry at CB Richard Ellis and Colliers International focusing on assisting businesses with corporate real estate planning and lease negotiation services.  Mr. Dorband earned a Bachelor of Science in Business Administration with an emphasis in Finance and Entrepreneurship from the University of Arizona. Mr. Dorband has been with AMI since 2012.  

 

Nancy Houang Equity Trading, 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 and compliance.  She 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.  Ms. Houang received her Bachelor of Sciences in Business Administration degree with a concentration in Finance from California State University, Long Beach and has been with the firm since 2013.

Erin Demchak Operations Associate

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424-320-4000

 

Erin Demchak assists in the daily management of client accounts and administration of  new accounts. Ms. Demchak previously worked as an administrative assistant at KPMG LLP in Boston and earned a B.A. in Media Studies from Sacred Heart University.  Ms. Demchak has been with the firm since 2010.