The Partners

Chris graduated from the University of Pennsylvania, Wharton School of Business with an MBA in Finance in 1979. In 1992, Chris was one of the founders of another registered investment advisory firm and a principal of a Wisconsin based broker/dealer. Prior to this, Chris served in various capacities in corporate America and the financial services industry. His experience includes 32 years of portfolio management in addition to 10 years of Corporate Finance and Strategic Planning experience at the Miller Brewing Co. in Milwaukee, Wisconsin.

Tom started his business career in 1972 as an Area Manager for the Miller Brewing Co. He served in various capacities until 1982 when he became Sr. Vice President for Sales, a position he held until 1993. Subsequently, he joined a group of other adventurous entrepreneurs and formed First Republic Inc., which was the first America style beer distributorship located in Moscow, Russia. While at Miller, Tom worked with Chris and later became one of Chris' first clients. Tom was an active participant in the management of his own portfolio. His interest and passion for the business motivated him to eventually become registered with the SEC as a registered investment advisor. Tom has 21 years of portfolio management experience.

Ted graduated from Tufts University with a BA in Economics in 1982 and from NYU with an MBA in Finance in 1985. Since 2003, he has been a partner at Grant Koehler & Levin. Prior to joining GK&L he spent 17 years in various financial positions for Pillsbury, Phillip Morris, Miller Brewing Co. and Darigold-a Northwest dairy company. At Darigold, a billion dollar company, Ted played the lead role in the company’s successful restructuring of its debt totaling $180 million. In the early 1990’s, Ted spent two years in NYC working in the Strategic Planning Group at Phillip Morris. It is here where he met Chris. Both individuals played key roles in Miller Brewing Co.’s acquisition of Molson Breweries.

Forrest has more than thirty years of management experience in the beverage industry. He has held senior field sales positions for over fourteen of his twenty-four years with the Miller Brewing Co.

As President of the Center for Professional Development, he focuses on individual development through enhanced public speaking and presentation skill as well as a wide selection of seminars that engage and challenge the attendees.

He has accumulated post-graduated executive management courses from Stanford University, University of Chicago Graduate School, and the University of Virginia Colgate-Darden Business School. He is a member of The American Society of Training and Development and the International Coaching Federation. He was a guest teacher for two years at Georgetown University teaching marketing to undergraduate and graduate students.

Forrest is married and has one child. He and his family reside in La Qunita, CA.