The One Capital Management family consists of a dedicated team of professionals who are devoted to making a positive difference in our clients lives. It is our belief that successful businesses thrive under the quality, skill set, and passion of the hard working individuals at One Capital. As a firm, we are committed to fostering a culture of equality and fairness that forges a path of professional growth.

“ Teamwork is the ability to work together towards a common vision. The ability to direct individual accomplishments towards organizational objectives. It is the fuel that allows common people to attain uncommon results.” - Andrew Carnegie

The One Capital Management family consists of a dedicated team of professionals who are devoted to making a positive difference in our clients lives. It is our belief that successful businesses thrive under the quality, skill set, and passion of the hard working individuals at a One Capital. As a firm, we are committed to fostering a culture of equality and fairness that forges a path of professional growth.

“ Teamwork is the ability to work together towards a common vision. The ability to direct individual accomplishments towards organizational objectives. It is the fuel that allows common people to attain uncommon results.”
- Andrew Carnegie

Samantha Bakke
Executive Director | Wealth Management
Brad M. Barrett
Managing Director | Wealth Management
Wayne Baxter
Senior Executive Manager | Wealth Management
Patrick J. Bowen
President
Shannon Brown
Director | Client Services
Janet Brown
Managing Director | Wealth Management
Joe Caballero
Executive Director | Wealth Management
John Clagett
Managing Director | Wealth Management
Kris Clagett
Director
Nicholas Costas
Associate | Wealth Manager
Steve Cowley
Chief Investment Officer
Dan Cozano
Executive Director | Wealth Management
Randol Curtis
Deputy Chief Investment Officer | Fixed Income
Gary K. Dorfman
Managing Director | Wealth Management
Cranston "Dan" Gesell
Executive Director | Wealth Management
Eric Hamel
Executive Director | Wealth Management
Ryan Howard
Associate | Wealth Manager
Chad Kessler
Managing Director | Wealth Management
Matt Kitzman
Executive Director | Wealth Management
Michelle Kleynberg
Director | Human Resources
JP Mabini
Managing Director | Wealth Management
Sean McKeon
Managing Director | Wealth Management
Donald H. McDonald
Founder | Managing Director
Nicholas McDonald
Director | Wealth Management
Lance Messervy
Executive Director | Senior Portfolio Manager
Mark Miller
Executive Director | Wealth Management
Candy Moore
Director | Wealth Management
Carl Mueller
Executive Director | Wealth Management
Shelley Myer
Executive Director | Client Services
Melvyn Nachman
Executive Director | Wealth Management
Jason Nahoul
Managing Director | Senior Portfolio Manager
Rohan Nayak
Executive Director | Wealth Management
Tobie Rodriguez
Executive Director | Wealth Management
Zamir Siddiqi
Executive Director | Wealth Management
Jeff Smith
Managing Director | Wealth Management
Danielle Spencer
Executive Director | Operations
Dan K. E. Stridsberg
Managing Director
Craig Valdes
Managing Director
Kaitlyn Voyce
Associate | Wealth Manager
Curtis Wheeler
Director | Compliance
Andrew Whitehouse
Associate | Wealth Manager
Sheri Ann T. Chang Yamaguchi
Managing Director
Laura Zimmerman
Executive Director | Senior Portfolio Manager