General Investing >> Money Manager Interviews >> July 5, 2004
JAMES H. ROGERS is Chief Investment Officer, Fixed Income Group and lead
analyst for Inflation and Interest Rates at First American Trust.
Drawing upon knowledge and experience gained as a portfolio manager in
the fixed income market and an extensive educational background in
finance, his success comes from identifying recurring patters in the
business cycle and exploiting opportunities within sectors and in
movements of the yield curve. He has 18 years of investment management
and financial analysis experience and authored various publications
pertaining to investing strategies within the fixed income marketplace.
Prior to joining First American Trust, he was Senior Portfolio Manager
for the Wells Fargo Private Asset Management group, where he managed
over $1.5 billion in tax-exempt and taxable fixed income portfolios for
high net worth individuals, banks and corporate entities. He is a
Chartered Financial Analyst and a member of the Los Angeles Society of
Financial Analysts. Mr. Rogers received his BBA in Finance from Texas
State University and his MBA from California State University at Long
Beach and has been with The First American Family of Companies for five
years. Profile
DAVID K. ("D.K.") WILLARDSON is Chief Investment Officer, Equity Group
at First American Trust, and also lead analyst for Software and
Commercial Services sectors, where his experience in financial analysis
is critically important. Mr. Willardson's passion for investing and
analysis extends beyond normal work hours. In his free time, he has
taught investment courses at junior college and also has authored
articles on various investment topics. Mr. Willardson has 20 years of
experience in the financial services industry. Prior to joining First
American, he was a Principal at Crawford & Doherty Capital Management
Group in Houston, Texas, assisting in the management of approximately
$90 million in a global growth investment discipline. Mr. Willardson
received his BBA in Finance from the University of Texas at Austin. He
is a Chartered Financial Analyst and a member of the Los Angeles Society
of Financial Analysts. Mr. Willardson has been with The First American
Family of Companies for more than four years. Profile
both do there?
Mr. Willardson: First American Trust is a wholly owned subsidiary of the
publicly traded First American
