Edward P. Ogle, Jr., CSA, Principal
Teams: Investment Counselors Team
Ed Ogle has a 35 year background in investment counseling, particularly in the fixed income arena. Prior to joining the firm in 2003, he was a Senior Vice President in the Los Angeles portfolio management office of Brown Brothers Harriman & Co. for 17 years, with responsibilities including the management of over $600 million in institutional fixed income portfolios and over $200 million in balanced portfolios for high net worth individuals. Between 1974 and 1986, he was a Senior Vice President with the Pacific Century Group an investment management subsidiary of Security Pacific Bank, where he was in charge of the fixed income common trust funds for the Bank. He was a Vice President and co-manager of the Capital Placement Unit of the Los Angeles office of Clark Dodge & Co. from 1972 to 1974.
Affiliations
- The Pasadena Tournament of Roses Association
- Town Hall of California
- World Affairs Council
- The Bond Club of Los Angeles
- The Society of Certified Senior Advisors
- SCORE, Los Angeles
- The Financial Planning Association of Orange County
- The Drucker Center Executive Management Association
- The Jonathan Club
- The Board of the Orange County World Trade Center
- The Board of Elders for the Canyon Hills Presbyterian Church
- The Board of Governors for the University of Southern California
- The Board of Councilors for the USC School of Social Work
- Former President of the Claremont Graduate School Alumni Association and Ad Hoc member of the University’s Board of Trustees
Education
- BA degree in Mathematics from the University of Southern California
- MBA from the Claremont Graduate University
