Adam is the Director of Portfolio Strategy at EP Wealth Advisors, where he helps establish asset allocation strategy as a member of the firm’s Investment Committee. Adam also serves as the voice of the firm’s investment strategy, and frequently provides market commentary across the media and in client communication pieces. Prior to joining EP Wealth Advisors in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts. Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and is a member of the CFA Society of Los Angeles and the CFA Institute. Adam was named to the Forbes Best-in-State Next Gen Wealth Advisors in 2019. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.

Janet Rilling is a senior portfolio manager and head of the Wells Fargo Asset Management (WFAM) Multi Sector Fixed Income - Plus and High Yield. In this capacity, she has oversight and portfolio management responsibilities for separate accounts, mutual funds and commingled vehicles across a range of strategies. She joined WFAM from Strong Capital Management in 2005 as a portfolio manager. Prior to joining WFAM, she was a high yield and investment grade credit research analyst beginning in 1995 and then a portfolio manager starting in 2000. Janet began her career in 1990 as an auditor with Coopers & Lybrand, spending three years specializing in the manufacturing and financial services industries. She earned a bachelor’s degree in accounting and finance and a master’s degree in finance from the University of Wisconsin, Madison. Janet is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

Jeff Klingelhofer is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Jeff is also a portfolio manager on multiple strategies. He joined the firm in 2010, then was promoted to associate portfolio manager in 2012. In 2015, Jeff was made portfolio manager and managing director. Jeff earned a BA in economics with a minor in business from the University of California at Irvine, and an MBA from the University of Chicago Booth School of Business in 2010. He is also a CFA charterholder. Prior to joining Thornburg Investment Management, Jeff spent four years with PIMCO, where he was responsible for monitoring portfolio leverage and risk tolerances.

Senior Vice President, Fixed-Income Client Portfolio Manager Kris Moreton is a senior vice president and client portfolio manager on the fixed-income investment team at Columbia Threadneedle Investments.