Private Management Group Inc

Diane De La Cruz is a financial advisor at Private Management Group Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at RSM US LLP from 2010 to 2017 before joining Private Management Group in 2017. Private Management Group Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across 3,247 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct and manage individualized portfolios across various account types.

John Luciano is a CFA® charterholder with 28 years of industry experience, currently serving at Private Management Group Inc since 1994. He is based in Irvine, CA. Outside of his advisory work, he engages in ad-hoc photography, which is primarily charitable in nature. Private Management Group Inc is a multi-team firm managing approximately $4.5 billion in discretionary assets for a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, emphasizing fundamental analysis and absolute returns across a broad range of instruments.

Luis Martinez is a financial advisor with Private Management Group, Inc. in Laguna Beach, CA, holding a Series 63 designation and 26 years of industry experience. He has been self-employed since 2015 and has worked at Private Management Group since 1991. Outside of advising, he manages a rental property business. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a long-term strategic investment approach combined with tactical decisions and manages a diverse range of securities across taxable and non-taxable accounts.

Horace Trueblood is a financial advisor with Private Management Group Inc in Orange, CA, holding a Series 63 designation and over 46 years of industry experience. He has been with Private Management Group since 1993 and has operated Trueblood & Associates and Trueblood & Associates Insurance Service for several decades. Outside of his advisory role, he owns an insurance sales and service business but is not actively engaged in new insurance sales. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm uses a combination of long-term strategic and shorter-term tactical investment approaches, emphasizing fundamental analysis and absolute returns.

Jeffrey Payne is a financial advisor at Private Management Group Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Private Management Group since 2004. Private Management Group provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in assets through a 20-advisor team, employing a combination of long-term strategic frameworks and shorter-term tactical decisions based on fundamental analysis.

Jonathan Chin is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Private Management Group Inc. since 2008. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion across more than 3,200 client relationships. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis to construct individualized portfolios that may include a wide range of instruments.

Sean Johnson is a financial advisor at Private Management Group Inc with a Series 65 designation. He joined the firm in 2024 and has prior experience working at several golf clubs and in vacation rentals. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic and shorter-term tactical investment approaches across diverse portfolios.

Gregory Lopez is a Series 65 licensed advisor with Private Management Group Inc in Irvine, CA, where he has worked since 2012. He has 12 years of industry experience. Private Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $4.5 billion in discretionary assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, using fundamental analysis to construct individualized portfolios across taxable and non-taxable accounts.

Marcus Chin is a financial advisor at Private Management Group Inc with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2012. Private Management Group, Inc. provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a long-term strategic investment approach combined with tactical decisions, emphasizing fundamental analysis and absolute returns.

Sean Seibert is a financial advisor at Private Management Group Inc with a Series 65 designation and two years of industry experience. Prior to joining the firm, he held various roles at golf courses and worked in education. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on absolute returns and a diverse range of securities.

Jon Fenster is a Series 65-licensed advisor at Private Management Group Inc with 18 years of industry experience. He has been involved with Fenster & Fenster CPA's LLP since 2014 as a limited liability partner, providing accounting and tax preparation services, and has a background with J.J.F. Investments, Inc. Mr. Fenster spends a significant portion of his time working with the accounting firm. Private Management Group, Inc. offers discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis and absolute returns across a diversified range of securities.

Matthew Franzen is a Series 65 licensed advisor at Private Management Group Inc with five years of industry experience. He has been with Private Management Group since 2020. Prior to his advisory role, he worked at golf clubs in California and was affiliated with California State University - Fullerton. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on absolute returns and utilizing fundamental analysis across a diverse range of securities.

Cody Dunn is a financial advisor at Private Management Group Inc in Irvine, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Private Management Group in 2023, he worked at the University of Alabama and held roles at Youth Surf Camp, Dove Canyon Country Club, and Jserra Catholic High School. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across about 3,247 client relationships. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis to select a broad range of securities and emphasizes absolute returns relative to a risk-free rate plus a modest risk premium.

Matthew Hudack is a financial advisor with Private Management Group Inc in Tustin, CA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at John Hancock from 1986 to 2017 and leadership positions at Financial Synergistics Group, Inc. and MD Hudack Insurance Services, Inc., where he serves as president. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing over $4.5 billion in assets. The firm employs a combined long-term strategic and shorter-term tactical investment approach across a broad range of securities.

Emily Reiland is a financial advisor at Private Management Group Inc with seven years of industry experience. She holds the Series 65 designation and has worked at Private Management Group since 2018. Prior to her advisory role, she held positions at Levi Strauss and Company and Orangetheory Fitness, and she also spent four years at Santa Clara University. Private Management Group provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets. The firm combines long-term strategic frameworks with tactical decisions, using fundamental analysis and a broad range of investment instruments to construct individualized portfolios.