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.

Investing and Research

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Scott Hood

Chairman, Portfolio Manager

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Howard Lu

CEO, Portfolio Manager

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Bill Caton, CFA

Portfolio Manager, Head of Trading

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Nicole Green

Chief Operating Officer

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Tom Hanson

Senior Vice President

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Esther Johnson

Client Services Director

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Nancy Mckenzie

Accounting Manager

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Feliks Zlochistyy, CFA

Research Analyst, Financial Analyst

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Karen Wu

Research Analyst

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Shandel Gauthier

Marketing Specialist

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Katya Shaposhnik

Operations Assistant