The WCAM Team

Paul Orfalea
Director

Kinko's Founder Paul Orfalea started with a single copy shop and built an industry leader with 1,200 branches and 25,000 co-workers worldwide. He holds a business degree from the University of Southern California and has been successfully investing for more than 40 years. Paul serves on WCAM's investment committee and board of directors. In addition to his involvement in WCAM, Paul teaches at various universities, speaks with business groups and talks with organizations about learning differences. Through his family foundation, Paul also works with government leaders to encourage businesses to provide family-friendly policies, quality early care for children and intergenerational programs. His book "Copy This!" was published in 2005 by Workman Publishing.

Lance Helfert
President

WCAM President Lance Helfert heads the investment committee and board of directors. Before founding West Coast Asset Management, Lance oversaw a $1 Billion portfolio at Wilshire Associates, and was involved in a full range of financial strategies at M.L. Stern & Co. He has served on the board of directors for Junior Achievement of Southern California and the Tri-Counties Make-A-Wish Foundation.  Lance is a frequent commentator on the Fox Business Channel and has been a featured speaker at the Value Investing Congress in New York and Los Angeles. He is involved with the Santa Barbara Investment Forum and Pepperdine University's Estate Planning Network.  He has been honored as one of the top executives in banking and finance by the Pacific Coast Business Times, and holds a Bachelor of Science in Business Administration from Pepperdine University in Malibu, California.

Atticus Lowe, CFA
Chief Investment Officer

Atticus Lowe manages WCAM's investment process, serves on the investment committee, and actively pursues business development opportunities. He is a CFA Charterholder, and a member of the National Association of Petroleum Investment Analysts and the Los Angeles Society of Financial Analysts. Atticus volunteers for Junior Achievement, and was honored as a member of the "Forty Under 40" Class of 2003 by the Pacific Coast Business Times. He has completed the Value Investing Executive Education Program at Columbia University's Graduate School of Business and holds a Bachelor of Arts degree in Economics and Business from Westmont College in Montecito, California.

Jacques Soiret
Director

Jacques Soiret was the senior partner and chairman of the law firm of Kirtland & Packard. He brings 35 years of legal experience and expertise to the board of West Coast Asset Management. Jacques has been retained by numerous Fortune 500 Companies to advise them on class action and other complex litigation. He has been profiled in the Wall Street Journal and is considered one of the leading lawyers in the United States. He is a fellow of the prestigious International Academy of Trial Lawyers and the author of several published papers and articles on legal matters. In addition, he has been a lecturer at some of America's finest law and business institutions. Jacques received his Bachelor of Arts from Loyola University in Los Angeles and his Juris Doctorate from the University of Southern California.

Linda Schuman
Chief Compliance Officer

Linda Schuman has more than 25 years of experience in the investment management business. She is responsible for overseeing WCAM's compliance with SEC rules and regulations, establishing internal policies and procedures, and document control. Linda also maintains the firm's composites and is the liaison with an independent GIPS verification firm. A member of the Southern California Compliance Group and The National Society of Compliance Professionals, Linda has also been designated an Investment Advisor Certified Compliance Professional ^sm by the NRS Center for Compliance Professionals.

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Lori Gillem
Chief Operations Officer

Lori brings more than 25 years of operations experience in the financial industry to WCAM. She oversees day to day operations, including portfolio accounting, trading and account reconciliation, billing and processing new accounts. Lori is an Executive Member of the Hedge Fund Business Operations Association. Her responsibilities include report preparation, client service and communicating with various custodians.

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Dave Naylor
Senior Vice President

With over 18 years of experience in the investment management business, Dave seeks unique business development opportunities for WCAM. Prior to joining WCAM, Dave spent the bulk of the last decade as a senior member of the investment management division for Bank of America, where he helped launch the firm's Separately Managed Account business as well as its Alternative Investments Group. Dave is a member of the American Economic Association and serves on the regional board of the American Youth Soccer Organization. Dave also serves as co-chair of the Newborn and Infant Critical Care Unit Campaign Committee of Children's Hospital Los Angeles. He holds a Bachelor of Arts degree in Business Management from North Carolina State University.

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Jess Parker
Analyst

University of Pennsylvania graduate Jess Parker brings client-side foundation investing experience to the WCAM team, and has served on the Santa Barbara County Grant Selection Committee of the Hutton Foundation. Jess assists our Portfolio Managers through intensive research of companies and industries under consideration.

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Brian Harris, CFA
Portfolio Manager

Brian Harris conducts equity and fixed income trading, portfolio management and stock research. Prior to joining West Coast Asset Management, Brian worked as a Portfolio Manager and Analyst with A&M Investment Management in San Diego. Brian is a CFA Charterholder and a member of the CFA Society of Los Angeles. He holds a Bachelor of Arts degree in Business Economics along with a minor in Probabilities and Statistics from the University of California Santa Barbara.

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Erika Buse
Investor Relations

Erika is responsible for developing and leading communication initiatives with the company's clients and prospective clients, including coordination of events. She contributes to life-science investment research, and assists with the management of investor relations. Erika participates in the Katherine Harvey Fellowship working with the Santa Barbara Foundation; the country's largest private source of funding for non-profit agencies.  Erika holds a Bachelor of Science degree from Point Loma University, and volunteers for Junior Achievement and Habitat for Humanity.

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Katie Mazzocco
Office Manager

Katie manages office administration and works closely with the Operations Department, assisting with client requests, new accounts and portfolio accounting. Katie joined the WCAM team with seven years experience in the financial services industry with a focus in brokerage operations and administration. Katie has a Bachelor of Arts degree in Political Science from the University of Michigan.

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