Our Team

Leon A. Wiatrak

Leon is responsible for managing the business of McCullough & Associates LLC.  In that capacity he is chairman of the investment committee with final accountability for portfolio decisions made.  Leon’s other duties include maintaining client relationships and marketing for the firm.  Leon graduated in 1967 with a B.A. in Economics from the University of San Francisco.  He is also a graduate of the Harvard University Graduate School of Business, Senior Managers’ Program, Vevey, Switzerland 1983.  Leon is the managing Member of the company.   

Robert D. Bachmann, CFA

Rob is a member of the investment committee and provides research and analysis supporting portfolio management decisions.  This includes overall market and company-specific research on existing holdings as well as new investments under consideration.  Rob holds a B.S. degree in Business Administration from the Haas Business School at the University of California, Berkeley.  He has earned an M.B.A. degree in Finance and Strategic Management from the University of Chicago.  In addition, Rob is a CFA Charterholder and is a member of the CFA Institute and the CFA Society of San Francisco.  Top↑

William J. McLoughlin

Bill is responsible for the firm’s trading activities; he also serves as Secretary of the Investment Committee.  Bill’s career exceeds 25 years of expertise in the equity markets as a trader and market maker and includes experience in fixed income and preferred securities.  He is an active member of the San Francisco Securities Traders Association, having served on its board from 1978 to 1982.  Bill graduated with a B.S. degree from the United States Air Force Academy, and then served as a commissioned officer. Top↑

Mavis K. Sonnier

Prior to entering the investment advisory business Mavis began her career in the brokerage industry in 1967 where she earned her Series 7 securities license.  In 1977 she joined McCullough & Andrews, Inc. in a senior role and became a key member in building the entity known today as McCullough & Associates LLC.  In addition to her administrative and operational responsibilities Mavis oversees client portfolio accounting and reporting and the bank and broker custodial relationships.  Mavis graduated from Golden Gate University with a B.S. in Finance and is a Member of the company. Top↑

Maryann F. Harrison  

Maryann started her career in the financial industry working in new accounts and cashiering for Round Hill Securities in 2004.  In 2005 Maryann moved over to the trading desk and became a trading assistant for First Allied Securities, who had acquired Round Hill.  She earned her series 7 in 2006 and became a Fixed Income Trader.  She quickly added her series 66 and 55 while working as a trader.  Maryann's responsibilities with McCullough & Associates LLC include operations, trading and managing client services.  Maryann attended San Francisco State University. Top↑

Brooke S. Cannaday  

Brooke recently joined McCullough & Associates to head our new client and marketing activities.  Her career in the financial industry began with Linkenheimer LLP, where she developed and marketed financial awareness programs to the Santa Rosa School District.  After leaving the CPA and financial advisory firm, Brooke moved into real estate and earned her Certified Appraiser License. Most recently Brooke worked with Wachovia Mortgage where she managed the San Francisco appraisal team.  Brooke holds a Bachelors degree in Communication Studies and Business Administration from Sonoma State University. Top↑

 

Average industry experience amongst firm employees exceeds 30 years.