Our Team

 

 

 

 

 

Blake Todd, AIF® – Portfolio Manager

Mr.Todd is the lead portfolio manager responsible for the day to day management of the Fund. Mr. Todd is the majority owner of the Fund Manager. Mr. Todd also has been a partner at Crowell Weedon & Co. since December 2006. At Crowell Weedon & Co. he manages individual portfolios for private clients and retirement funds under the Montecito Investment Portfolios program within the Crowell Weedon RIA.

 

 

 

 

 

 

 

 

 

Jarrett Perez, CFA – Associate Portfolio Manager

Mr. Perez is a co-manager of the Fund. Mr. Perez is a minority owner of the Fund Manager.  Mr. Perez also has worked at Crowell Weedon & Co since 2006. At Crowell Weedon & Co. he is the assistant portfolio manager for private clients and retirement funds in the Montecito Investment Portfolios program within the Crowell Weedon RIA.