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Benjamin Ebert, APMA®, WMS, EA

President, Chief Investment Officer

 

Benjamin Ebert oversees all portfolio management and operational aspects of ECM. He began managing investment portfolios in early 2008 and incorpoated Ebert Capital Management in 2010. He is the creator of the Value Stock Score® system used to manage several of ECM's investment strategies. Benjamin has earned the Accredited Portfolio Management Adviser license from the College for Financial Planning and is an IRS Enrolled Agent. Benjamin received his Bachelor's Degree in International Studies from Humboldt State University and a Master's Degree in Public Policy from Cal Poly San Luis Obispo.

 

Donni Mok

Chief Financial Officer

Donni is ECM's CFO and compliance assistant. Donni has years of business experience in various leadership roles and uses her talents with ECM's client relations, marketing, compliance and administrative needs. Donni studied Business Administration at Humboldt State University, with an Accounting focus.

Tristan Caswell, MBA

Investment Adviser Representative

Tristan received his MBA from Humboldt State University, with a focus in Finance. Tristan also has a Bachelor's degree in Business from Humboldt State University. In addition to experience working as a portfolio manager on student investment fund projects in college, Tristan brings a passion for value investing and a deep knowledge of corporate finance and accounting. Tristan serves as ECM's Operations Manager and co-portfolio manager.

Heather Ponsano, MBA, DBA

Client Services Associate

Heather was born and raised here in Humboldt County. In 2003, she briefly moved out of the area but soon decided to return to her family and the community in which she was raised. She is from McKinleyville and has two small children. Heather received a BA in History from Humboldt State University in 2003, an MBA/HRM from University of Phoenix in 2007, an MS in Justice Studies from Southern New Hampshire University in 2018, and a Doctorate in Business Administration from University of Phoenix in 2013. With a passion for education she is continually researching and learning new concepts. Professionally, Heather most recently worked in the insurance industry assisting clients with developing solutions to properly insure their lives and property. Previously, she gained experience in the financial industry as a licensed personal banker and small business specialist with a large national bank.