For more than 150 years, Pacific Life has provided the strength, stability, and long-term focus to fulfill what are often decades long promises, helping generations of families and businesses reach their financial goals. Pacific Global ETFs and its line of income-focused, actively managed ETFs build on this tradition, providing innovative investment strategies that focus on delivering value.
Kevin, who has more than 30 years of business and finance experience, is chief executive officer of Pacific Global Asset Management which oversees Pacific Global ETFs. He is responsible for strategy and long-term vision for asset management as an independent growth business. Kevin joined Pacific Life in 2012 as senior vice president, Finance and Risk Management for the Retirement Solutions Division where he was responsible for business planning, financials, valuation and compliance. Before joining Pacific Life, he was executive vice president and chief investment officer for AXA Equitable Life. Kevin earned an MBA from New York University and bachelor’s degree from Fordham University.
Anthony J. Dufault, who has more than 22 years of experience within the financial services industry, is managing director of Pacific Global ETFs, overseeing Strategy and Product Development. Prior to joining Pacific Global Asset Management in 2018, he served as assistant vice president of Product and Investment Marketing for the Retirement Solutions Division of Pacific Life. Previously, he was a vice president of Investment Advisory Services at MetLife Investors. Anthony holds a bachelor’s degree in business administration from Siena College.
Dominic, who has more than 19 years of industry and investment experience, heads Pacific Asset Management, subadvisor to Pacific Global’s fixed-income ETFs. Prior to joining the company in 2008, Dominic served as a director of institutional business at Lombardia Capital Partners. Previous to that, he was vice president and product manager for LM Capital Group. Dominic earned an MBA from the Anderson School of Management at UCLA and a bachelor’s degree in business finance from California State University, Fullerton. He is a CFA charter holder and a member of the CFA Society of Los Angeles.
Michael, who has more than 30 years of investment experience, is the chief executive officer of Cadence Capital Management, subadvisor to Pacific Global ETFs’ equity-income ETFs. He joined Cadence in 1994 as managing director and member of the investment team. Previously, he was vice president for Pacific Financial Asset Management Corp., Cadence’s former parent company. Prior to that, he was an analyst at Pacific Life. Michael earned a bachelor’s degree in business finance from California State University, Chico and serves on the executive board of Southern Methodist University’s Cox School of Business.
Joe, who has more than 15 years of experience in financial services, is head of Pacific Global ETFs sales and product management at Cadence Capital Management, subadvisor to Pacific Global ETFs. Prior to joining Cadence Capital, Joe was a senior managing director with Foreside; director of business development at Lumina Fund Management; and vice president at ETF Securities, now part of WisdomTree. Joe earned a bachelor’s degree from Purchase College, State University of New York.
JG, who has more than 21 years of experience in the asset management industry, is legal counsel to Pacific Life’s investment advisor businesses, including Pacific Global ETFs. Previously, JG served as counsel with Invesco Ltd. and has significant experience in the retail and institutional investment management industry. JG earned a law degree from the University of Houston Law Center and a bachelor’s degree from the University of California, Davis.
Carol, who has over 18 years of investment adviser and fund compliance experience, serves as the chief compliance officer for the Pacific Global ETFs and subadvisor Pacific Asset Management. Carol earned an MBA from the University of California, Irvine and a bachelor’s degree in business management from Pepperdine University.
Joshua, who has more than 14 years of experience in investment operations and finance, is the head of operations for the Pacific Global ETFs. He previously served as assistant vice president at Pacific Alternative Asset Management Company, where he was responsible for helping to build out the infrastructure and ran a managed-account platform for direct hedge fund investments. Prior to that, Joshua worked at Hedgeworks, a hedge fund administration firm that was purchased by Deutsche Bank in 2008. Joshua earned a bachelor’s degree in business finance from Indiana University. He is a CFA charter holder and a certified public accountant.
Ivan Sunguroff is a user experience and marketing designer with over 10 years of experience in the tech, agency, and finance industries. Before joining the Pacific Global ETF team he worked for companies such as HubSpot in Boston, and Swell Investing in Santa Monica. Ivan earned a bachelor’s degree in Visual Media Arts from Emerson College.
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This information is intended for U.S. residents. The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial advisor/financial consultant before making any investment decision.
Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only. An investment in the Funds is subject to risk, including the possible loss of principal amount invested. The risks associated with each Fund are detailed in each Fund’s prospectus and on each Fund’s webpage.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit the Fund webpages. Read the prospectus or summary prospectus carefully before investing.
Funds are distributed by Foreside Fund Services, LLC, a member of FINRA and SIPC.
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