H. David Kavrell

Mr. Kavrell has been professionally involved with the financial community since starting at Goldman Sachs in 1978. Mr. Kavrell fulfilled his desire to move back to the West coast, moving to Bear Stearns in 1982. He became a limited partner in their San Francisco office. In 1992, Mr. Kavrell helped start the Private Client Department of Montgomery Securities and, subsequently, CICB Oppenheimer. David has built a large following of hedge fund and money managers with whom he trades and introduces to high net-worth individuals.

Mr. Kavrell holds a Bachelor's Degree in Economics from Claremont McKenna College (1976) and an MBA from the University of Chicago (1978).

David is an avid golfer and the father of three beautiful girls.