Team

Our multinational staff has over 100 years of combined First Wilshire research experience. We are dedicated to the value investing proposition and to providing like-minded investors with an opportunity for above market returns. First Wilshire has attracted, trained and retained talented individuals with diverse experience and education. The common thread is a passion for value investing and a commitment to providing exceptional client service. First Wilshire’s durability and success has resulted from our shared purpose, emphasis on continuing education and long tenures.

Scott Hood, CFA

Chairman, Portfolio Manager

Howard Lu, CFA

CEO, Portfolio Manager

Bill Caton, CFA

Portfolio Manager, Head of Trading

Nicole Green

Chief Operating Officer, Chief Compliance Officer

Tom Hanson

Senior Vice President

Esther Johnson

Client Services Director

Feliks Zlochistyy, CFA

Research Analyst, Financial Analyst

Nancy Mckenzie

Accounting Manager

Karen Wu

Research Analyst

Katya Shaposhnik

Operations Assistant

Celebrating 45 Years of Disciplined Value Investing

Our Expertise

Years Of Experience In Investment

The common thread is a passion for value investing and a commitment to providing exceptional client service. First Wilshire’s durability and success has resulted from our shared purpose, emphasis on continuing education and long tenures.

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Year History

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Happy Clients

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Companies Analyzed

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Person Team