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 | David Dodson, CFA
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. He also creates and implements investment strategies for clients and above all, serves every aspect of SPWM's client needs. 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. |
 | 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. |
 | Max Shen
Analyst
Mr. Shen joined Salem Partners Wealth Management in May 2007. Mr. Shen is primarily responsible for providing analytical support to SPWM’s proprietary research process. Mr. Shen also plays an important role in creating and maintaining portfolio strategies for SPWM clients. Mr. Shen is a recent graduate from Vanderbilt University’s Owen Graduate School of Management, where he received his Masters of Science in Finance degree. In addition, Mr. Shen holds a B.S. degree in electrical engineering from University of California, San Diego and is a member of Tau Beta Pi Engineering Honor Society. |
 | Kerry Christian
Operations Assistant
Ms. Christian has been responsible for operations and administrative support since joining Salem Partners in 2007. |
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