President, Founder & Portfolio Manager
Kenneth G. Winans
For over 27 years, he has conducted landmark investment research and designed creative investment strategies while serving as a portfolio manager, investment analyst, broker and investor.
When Ken left a promising career with Merrill Lynch and started Winans International in 1992 with only 7 clients, he envisioned an advisory practice different from other investment firms. By providing innovative investment solutions, made possible through his proprietary research, he could design individual portfolios to meet the complex needs of each client. Ken's beliefs runs counter to the impersonal, "one-size-fits-all" asset management approach commonly practiced on Wall Street.
Today, Winans International manages equity and fixed income investments for 124 clients throughout the country and has won national acclaim for its success. In 2009, Winans International won the Small Business Commerce Association’s national “Best of Business” Award. In 2008, Goldline Research ranked Winans International in Forbes Magazine as one of the “10 Most Dependable Investment Advisors”. more . . .
Director & Senior Portfolio Manager
Marc G. Edwards, B.S.
After graduating from the University of Miami in 1972, Mr. Edwards has held many positions in the investment business throughout his career on Wall Street; including V.P. of Dillon Read & Co., and Drexel Burnham Lambert. In 1987, Marc was recruited by Smith Newcourt & Co., Inc as Executive Vice President and Director to run their equity sales, research, and trading business in the U.S. Merrill Lynch acquired Smith Newcourt in 1995 and Marc was appointed as Managing Director and Co-Head of Non-U.S. Equity Products in the U.S. In 2005, Marc joined Van Cleef, Jordan, and Wood, Inc., an RIA in New York where he was a partner. In 2009, he joined Winans International as a Senior Portfolio Manager and Director.
Portfolio Manager & Analyst
Justin Gularte, CMT
Mr. Gularte graduated with a Bachelor’s in Business Administration from Golden Gate University in 1997. After starting out as an entrepreneur, he found his passion for the markets trading equity options as a Market Maker on the Pacific Exchange. He joined Winans International Investment Management and Research in 2005 and is a Portfolio Manager and Technical Analyst; he received the Chartered Market Technician designation in 2007.
Controller & Operations Manager
As the president of Pacific Coast Office Services, Ms. Blair provided bookkeeping and organizing services to Winans International beginning in 1995. She later joined Winans International as its first official employee. Her previous experience includes work in pension accounting for Affiliated Plans Administrators, Inc. and governmental accounting for Contra Costa County. She earned her Bachelor's in Business Administration in 2008. She also holds an Associate's degree in Accounting. She is currently studying to be a Certified Financial Planner.
Director of Marketing & Client Services
Mrs. Boaz began her career in financial Services as a Branch Office Administrator for Edward Jones Investments in 1998. Since then she has held positions in the industry in customer service, marketing and operations management. She joined Winans International in 2008 as a Client Liaison and has moved up to Director of Marketing & Client Services. She has an Associate's degree in Accounting and is currently finishing her Bachelor's Degree in Accounting from Western Governors University. She is currently studying to be a Certified Financial Planner.