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.

Howard Lu, CFA®, CFP®

Biography

Howard Lu, CFA®, CFP® 

Portfolio Manager
President & CEO

Scott Hood, CFA®, CFP®

Biography

Scott Hood, CFA®, CFP® 

Portfolio Manager
Chairman

Bill Caton, CFA®, CFP®

Biography

Bill Caton, CFA®, CFP®

Portfolio Manager
Head of Trading

Feliks Zlochistyy, CFA®, CFP®, CPA

Biography

Feliks Zlochistyy, CFA®, CFP®, CPA

Portfolio Manager

Nicole Green

Biography

Nicole Green

Chief Operating Officer
Chief Compliance Officer

Thomas Hanson

Biography

Thomas Hanson

Senior Vice President

Esther Johnson

Biography

Esther Johnson

Client Services Director

Cristian Pedroza

Biography

Cristian Pedroza

Trader

Nancy Mckenzie

Biography

Nancy Mckenzie

Accounting Manager

Katya Shaposhnik

Biography

Katya Shaposhnik

Operations Assistant

Celebrating 45 Years of Disciplined Value Investing

Book a Meeting Today

Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors recognizing companies with great prospects at an attractive price. 

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