Joel R. Mogy, President

Joel R. Mogy's professional career represents
more than forty years of investment experience
as an investment counselor. He earned a
Bachelor of Arts degree from Stanford University
and a Master of Business Administration degree
from Columbia University, as well as the
designation of Chartered Financial Analyst. He
began his investment career working with
Peter L. Bernstein.

His career experience includes a seven-year tenure with Lehman Brothers in New York, subsequently returning to California to serve as a principal in the Beverly Hills investment counsel firm of Clark, Mogy and Browne. He established Joel R. Mogy Investment Counsel in 1976.

An industry veteran, Joel Mogy has invested during periods of business expansion and contraction, moderate and rapid rates of inflation, high and low interest rates, speculative booms and busts, war and peace, and political crises.

With first-hand experience at a large international Wall Street firm coupled with tenure as principal in a successful independent investment counsel firm and more than thirty years as principal of his own firm, Joel has a unique vantage point to evaluate differing investment philosophies, policies and strategies.

---