Meet the One Capital Management Team


We help individual and families pursue their investment and retirement goals

OUR TEAM

Advisory

Brad M. Barrett CFP®
Managing Director
Gary K. Dorfman
Managing Director
Samantha Bakke
Executive Director
Chad Kessler
Managing Director
Wayne Baxter
Executive Director
Joe Caballero
Executive Director
Eric Hamel, CFP®, CLU®, AEP®, AIF®
Executive Director
Tobie Rodriguez
Executive Director
Zamir Siddiqi
Executive Director
Nicholas McDonald
Director
Bobby Nichols
Director | ONE Sports Global
Josh Pollard, CFP®
Director | ONE Sports Global

Portfolio Management

Steve Cowley, CFA
Chief Investment Officer
Dan K. E. Stridsberg
Managing Director
Randol Curtis, CFA
Deputy Chief Investment Officer | Fixed Income
Jason Nahoul
Jason Nahoul, CMT – Executive Director | Senior Portfolio Manager
Laura Zimmerman, CFA
Director | Senior Portfolio Manager
Mike Galanowsky, CFA
Director | Senior Portfolio Manager
Lance Messervy
Director | Senior Portfolio Manager

Management and Operations

Kevin Robertson
Director | Human Capital
Danielle Spencer
Director | Client Service Operations

Leadership

Donald H. Mcdonald
Founder | Managing Director
Patrick J. Bowen
President
Dan K. E. Stridsberg
Managing Director
Steve Cowley, CFA
Chief Investment Officer

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today!

Or give us a call at 805-409-8150