David Dodson
CIO and Director, Wealth Management
Goli Kamangar

Director of Operations and

Chief Compliance Officer

 

Rob Santos

Director of Development and

Client Relations

Alex Keyfes

Analyst

 

Rebecca Olsson

Operations

 

 

 

David Dodson, CFA
CIO and Director, Wealth Management

 

Mr. Dodson oversees the Wealth Management division for Salem Partners.  In addition to his duties as Director, Mr. Dodson created and is responsible for SPWM's proprietary research process. Mr. Dodson also leads the investment committees of Salem Partners Wealth Management and SW Contego Fund, LLC, a fund of hedge funds established by Salem Partners Wealth Management in 2008.  Mr. Dodson joined Salem after serving as Vice President and Portfolio Manager for Essential Advisers, Inc., a wealth management firm in Denver serving ultra affluent investors.  While at Essential, Mr. Dodson was responsible for the design, implementation and management of Essential's client portfolios, deploying a wealth of investment and analytical skills for the benefit of clients.  Additionally, Mr. Dodson designed and managed Essential's disciplined Large Cap Growth stock portfolio and played an integral role in serving clients.  Before joining Essential Advisers, David was Director of Investment Planning for a billion dollar investment management firm in Overland Park, Kansas.  Mr. Dodson holds a Masters of Science in Finance degree from the University of Denver and a Bachelor of Science in Business Administration from the University of Kansas, is a Chartered Financial Analyst Charterholder, a Certified Financial Planner® Certificant and a member of the Denver Society of Securities Analysts.

 

email David at

 

 

Goli Kamangar
Chief Compliance Officer and Director of Operations


Mrs. Kamangar joined Salem Partners Wealth Management in 2006 and is Chief Compliance Officer and Director of Operations.  Mrs. Kamangar spent the previous five years with Bear Stearns as a Relationship Manager, a liaison role between introducing firms and various specialized departments.  Prior to Bear Stearns, Mrs. Kamangar was a Vice President at Thomas Weisel Partners in San Francisco where she created the Asset Management Consulting Group operations and procedures.  Previous to Thomas Weisel Partners, Mrs. Kamangar was at Montgomery Securities, where she headed the Trading and Operations department for the Investment Management Consulting Division. Mrs. Kamangar is a graduate of the University of California, Berkeley with honors and received a professional designation in Personal Financial Planning from the University of California, Los Angeles.  Mrs. Kamangar currently holds the following NASD licenses; Series 6,7,63,65,9,10,24.

 

email Goli at

 

 

Rob Santos

Director, Development and Client Relations

 

Mr. Santos joined Salem Partners in 2011 and is primarily responsible for business development and client service for Salem Partners Wealth Management and SW Contego Fund, LLC, a fund of hedge funds established by Salem Partners Wealth Management in 2008.  With over ten years of investment experience, Mr. Santos is also a member of the investment committees of Salem Partners Wealth Management and SW Contego Fund. Prior to joining Salem Partners, Mr. Santos worked as an institutional fixed income salesman for JP Morgan Securities, where he serviced public bodies, money management firms and registered investment advisors.  Prior to working in institutional fixed income, Mr. Santos held the position of Senior Analyst for a billion dollar wealth management team at JP Morgan Securities, where he was responsible for asset allocation, due diligence and client service. Mr. Santos currently sits on the Board of Directors for the Los Angeles Leadership Academy and the Los Angeles Child Development Center. Mr. Santos is a graduate of the University of California at Los Angeles.  He currently holds the NASD Series 7 and 66 licenses.

 

email Rob at

 

 

Alex Keyfes 
Analyst

Mr. Keyfes joined Salem Partners Wealth Management in January 2010.  He holds a B.A. degree in Economics from University of California, Santa Cruz.  As an undergraduate he interned at an alternative investments hedge fund where he was responsible for analytical support of asset allocation, marketing efforts, and carbon credit market related ventures.  He furthered his studies with an M.A. in Statistics and an M.A. in Economics at the University of California, Santa Barbara during the span of which he was a Graduate Teaching Assistant.  Upon Mr. Keyfes’ graduation and prior to joining SPWM he was a Consulting Analyst at a private high net worth  family wealth management office in Santa Barbara where he supported hedge fund selection via analytical and quantitative due diligence.

 

email Alex at


 

Rebecca Olsson
Operations


 

Ms. Olsson joined Salem Partners in the summer of 2008.  Prior to joining Salem, she worked for CIBC World Markets in their Los Angeles Equity Research Division.  Ms. Olsson graduated Magna Cum Laude from Northeastern University with a B.A. in International Affairs, received a language certificate from Beijing Foreign Studies University and was a Hansard Scholar at London School of Economics.  Ms. Olsson also earned an M.A. in Pacific International Affairs from The University of California, San Diego.

 

email Rebecca at