PORTFOLIO MANAGEMENT
Leon A. Wiatrak, Managing Member: Leon Wiatrak is chairman of the investment committee with final accountability for portfolio decisions. In addition, Leon leads the firm and is ultimately responsible for management of the overall business. Leon's extensive investment knowledge and business experience is an invaluable asset to McCullough & Associates. 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.
William B. Patterson, CFA, Portfolio Manager / Research Analyst: Will is a member of the investment committee and is responsible for investment analysis and portfolio management. He has over 30 years experience in the investment management business and has been responsible for the portfolio management of assets of over $4.2 billion. His experience spans across both equity and fixed income management; he has been a senior portfolio manager with Credit Suisse Asset Management (previously DLJ Asset Management), Chase Manhattan Bank, Bankers Trust, and Scudder Stevens & Clark. He has a BA in Economics from Claremont McKenna College, an MBA in Finance from the University of Southern California and a CFA from the Institute of Chartered Financial Analysts.
Ted Ward, Financial Advisor: Ted joined McCullough & Associates in 2011 as a Financial Advisor and is responsible for business development with individuals, family offices and smaller institutions. His forty years in the investment field, both in California and New York, bring an increased depth of experience and oversight in the current market environment to prospective clients. Ted’s professional experience includes having worked with First Boston Corporation, Lehman Brothers and most recently NewBridge Partners. Ted is a graduate of Yale University and received an MBA in finance from Pepperdine University. He served for four years as an officer in the US Marine Corps. Ted is on the board of Guide Dogs for the Blind in San Rafael, CA. where he serves on the Investment Committee, and he also works as a volunteer with Experience Corps helping 2nd and 3rd grade students with language difficulties
Rick Cullen, Portfolio Manager/Research Analyst: Rick Cullen joined McCullough & Associates LLC in 2012 as a portfolio manager and equity analyst and serves as a member of the investment committee with oversight for portfolio investment decisions. With over 30 years in the equity and fixed income markets Rick’s experience provides a key role in the investment strategies of the firm. Rick has a BS in Finance from UCLA and attended Glendale College of Law. He is also a member of the Los Angeles Society of Financial Analysts and a fellow of the Financial Analyst Federation.