Our Team — McCullough & Associates
Our team provides our clients with the highest standard of financial and investment advice to create a roadmap for your financial portfolio based on your personal investment objectives, liquidity requirements, tolerance of risk and time horizon. Each portfolio is individually managed to meet these specific needs.
Leon Wiatrak, Managing Member
Leon is the Managing Member of McCullough & Associates and serves as Chairman of the Investment Committee with final accountability for all investment decisions made by the firm. His professional experience includes over 20 years at Bank of America where he was a Senior Vice President responsible for the bank’s global fixed-income activities. During his tenure, the bank was recognized as a Primary Dealer by the Federal Reserve Bank of New York, becoming a major participant in the US Government and money markets. Following his time at the bank, Leon transitioned to the advisory side of the business, forming Wiatrak Behnke Capital Management focusing on the fixed-income investing. The firm then merged with Van Kasper & Co broadening the scope of his responsibilities to include equities. Leon graduated with a BA in Economics from the University of San Francisco and is a graduate of the Harvard University Graduate School of Business, Senior Managers’ Program in Vevey, Switzerland.
David Yang, Analyst
David is an analyst at McCullough and Associates LLC and serves as the Secretary of the Investment Committee. Additionally, his duties include performing background and trend analysis and writing research reports. David received a BA in Economics from the University of California, Riverside. While attending UCR he served as a student analyst with the Financial Club where he applied his relevant coursework. Currently David is a Level II CFA candidate.
Maryann Harrison, Chief Operating and Compliance Officer and Member
Maryann began her career in the financial industry in 2004 in operations and administration with Round Hill Securities. When Round Hill was acquired by First Allied Securities, Maryann was asked to relocate to the bond department where she obtained her securities licenses and began working as a fixed-income trader. In 2008, she began working at McCullough & Associates LLC in administration and client services and then took on more responsibilities. Her current role, now also includes operations, compliance and client services. Maryann attended
San Francisco State University and has her FINRA series 7, 55 and 66 licenses.
Shamira Dwarica, Client Services
Shamira is a recent graduate of Wesleyan University, holding a BA in Anthropology and Sociology. During her time there, she was involved in a variety of administrative positions, which developed her skills as a leader, team player and independent thinker. As an undergraduate, she participated in relevant coursework, leadership programs and networks to advance her skills for entering the work force. Within these roles, she has developed a key understanding of providing quality customer service which she brings to the position of Client Services administrator at McCullough & Associates LLC. Shamira’s responsibilities at the firm include client services, account reconciliation and assisting with marketing meetings and materials.
Ted Ward, Solicitor and Member
Ted has been affiliated with McCullough & Associates LLC since 2011. He is also a participant of the Investment Committee. Ted’s 40 years in the investment business include trading and sales responsibilities with First Boston Corporation and Lehman Brothers, and marketing with NewBridge Partners. Ted graduated with a BA from Yale University and received an MBA in Finance from Pepperdine University. He served for three years as an officer in the US Marine Corps.