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
- Ritholtz Wealth ManagementInvestment Advisor Representativecurrent2017 β presentNewport Beach, California
- Private Asset Management, Inc.Sr. Vice President / Portfolio Manager2005 β 2017Costa Mesa, CA
- Gamble Jones Investment CounselSr. Vice President / Portfolio Manager / Shareholder1997 β 2005Pasadena, CA
Education
- California State University, Long BeachBachelors of Science, Business Administration with an emphasis in Finance1978 β 1982
Colleagues at Ritholtz Wealth Management
Anna Chaiken
Vice President at Ritholtz Wealth Management
Barry Ritholtz
Chairman & Chief Investment Officer at Ritholtz Wealth Management
Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth Management
Bill Artzerounian
Director of Tax Services at Ritholtz Wealth Management
Blair duQuesnay
Lead Advisor β The Preserve at Ritholtz Wealth Management
Brian Rosen
Sr. Advisor at Ritholtz Wealth Management
Chris Carey
Advisor at Ritholtz Wealth Management
Colleen Parker
Director of Client Service at Ritholtz Wealth Management
Frequently asked questions
- Where does Gary Pulford work?
- Gary Pulford is Sr. Advisor at Ritholtz Wealth Management.
Same school
Also attended California State University, Long Beach22
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