Rutherford Investment Management

Joan Lamb is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at Rutherford Investment Management since 2014. She also has a long history of self-employment dating back to 1990. Outside of her advisory work, she serves as a board member of the College of the Desert Foundation, which supports educational opportunities for students in Palm Desert, CA. Rutherford Investment Management advises individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and institutional clients through discretionary portfolio management and investment advisory services. The firm employs a mix of fundamental and technical analysis to tailor portfolios and acts as investment manager and ERISA fiduciary to a collective investment trust and a multi-cap growth fund focused on U.S. equities.

James Cook is a financial advisor at Rutherford Investment Management with 23 years of industry experience. He holds the Series 65 designation and has been with W D Rutherford since 2013. Rutherford Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides discretionary portfolio management using a combination of fundamental and technical analysis and manages approximately $250 million across a concentrated client base.

Adam Brzeczek is a financial advisor with Rutherford Investment Management, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Telescope Partners and Merrill and co-founded Aestuary, Inc., a consumer packaged goods company where he serves as Co-CEO. Rutherford Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other institutional clients with discretionary portfolio management and ongoing advisory services. The firm uses a blend of fundamental and technical analysis to tailor portfolios and acts as investment manager to a collective investment trust and a multi-cap growth fund focused on U.S. equities.