Fundraising Fox

Gary Pulford

Investor

Sr. Advisor at Ritholtz Wealth Management

Costa Mesa

About

Gary Pulford began his career in the investment industry in 1983 at Merrill Lynch and later Kidder Peabody before moving to the fiduciary side of the business. He spent about 35 years at several independent investment advisory firms and a regional trust company before joining Ritholtz Wealth Management, and focuses on trusts and estate planning and long-term investment guidance. He holds a bachelor's degree in Financial Management from California State University, Long Beach and a CTFA designation from the American Banking Association.

Experience

  1. Ritholtz Wealth ManagementInvestment Advisor Representativecurrent2017 β€” presentNewport Beach, California
  2. Private Asset Management, Inc.Sr. Vice President / Portfolio Manager2005 β€” 2017Costa Mesa, CA
  3. Gamble Jones Investment CounselSr. Vice President / Portfolio Manager / Shareholder1997 β€” 2005Pasadena, CA

Education

  1. California State University, Long BeachBachelors of Science, Business Administration with an emphasis in Finance1978 β€” 1982

Colleagues at Ritholtz Wealth Management

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Where does Gary Pulford work?
Gary Pulford is Sr. Advisor at Ritholtz Wealth Management.

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Shared employers

Also worked at Gamble Jones Investment Counsel1