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Benjamin Ebert, APMA®, EA

President, Chief Investment Officer

 

Benjamin Ebert oversees all portfolio management and operational aspects of ECM. He incorporated 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.