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  • Careers


    Mark Burkhard

    Vice President, Director of Human Resources
    Started at PineCrest: 2013

    What I do at PineCrest: Management and oversight of human resource functions (recruiting, benefits, training, compensation, employee relations), initiatives and policy that supports the company’s culture and mission.
    "I believe there's no better place to work."

    Why I love coming to work: The people and culture of PineCrest. I firmly believe there is no better place to work.

    What makes working at PineCrest unique: Our Core Values are the foundation of our culture and fully supported by the senior leaders of PineCrest.

    What makes someone successful at PineCrest: First it starts with living and embracing our Core Values. Hard work and striving and achieving excellence in your job will always be rewarded over the long run.




    Yana Barton, CFA

    Vice President, Equity Portfolio Manager Started at PineCrest: 2013


    What I do at PineCrest: I manage various equity products (Focused Growth Opportunities, Large-Cap Growth, Tax-Managed Growth, Tax-Managed Multi Cap). On any given day I’m involved in investment research, trading, marketing and sales.
    "My colleagues are some of the most talented, engaged and driven individuals."

    Why I love coming to work: Many reasons. But mainly because I enjoy what I do and the people I work with. My colleagues are some of the most talented, engaged and driven individuals. Winning is the name of the game. To me, winning is about achieving the diverse objectives of our clients and contributing to their economic success.

    How PineCrest’s work culture is special: PineCrest’s culture is special and somewhat difficult to define. Maybe the best way to define special is to point to PineCrest employees who embody our company’s core values.

    What fosters success at PineCrest: Hard work, can-do attitude, focus, agility and execution.










    Ivan Huerta

    Internal Wholesaler Started at PineCrest: 2005


    What I do at PineCrest: I work in partnership with an external wholesaler to maintain and create new client relationships.
    "PineCrest has a sincere interest in all employees."

    Why I love coming to work: The overall work environment, from the people I directly work and interact with in the sales group to the different management groups.

    What makes working at PineCrest unique: PineCrest has a sincere interest in all employees, which creates a great work environment.











    Jie Lu

    Vice President, Application Support Manager Started at PineCrest: 1994


    What I do at PineCrest: I manage the Enterprise Systems group in IT. We are a team of 10 who support over 60 applications across the firm.
    "I love my coworkers as well as the work itself."

    Why I love coming to work: PineCrest is an outstanding firm with great management and a friendly work environment. I love my coworkers as well as the work itself. I have been working here for 20 years and look forward to another two decades.

    How PineCrest’s work culture is special: PineCrest is one of the oldest investment management firms in the States. It has a culture of caring, respect and teamwork. The flexible work environment encourages innovation and creativity.

    What fosters success at PineCrest: People with strong work ethics, positive attitudes and a sense of teamwork will thrive at pinecrest.

    My favorite PineCrest moment: Seeing the smiling faces of users after we've helped them resolve a technical problem.











    Mike McLean

    Vice President, Co-Director of US Small Cap Equity
    Started at PineCrest: 2001

    Why I love coming to work:During my time at PineCrest, I’ve seen the downside of the dot-com bust, a housing boom-bust, a financial crisis, some of the largest frauds and corporate failures in U.S. history, the advent of social media, and a host of other market developments both positive and negative. Finding good investments is challenging in such a dynamic environment, but the process is always interesting and rewarding, especially when you work with a group of talented and dedicated professionals like I do.

    "...the process is always interesting and rewarding, especially when you work with a group of talented and dedicated professionals like I do."

    How PineCrest’s work culture is special: There’s an intense focus on hard work and results, but never at the expense of mutual respect for fellow employees or adherence to our core values.

    Other roles served at PineCrest: I spent my first two years in the Mutual Fund Services group. There I fielded phone calls from brokers and mutual fund shareholders while learning about the many products PineCrest has to offer.











    William O’Brien

    Courier
    Started at PineCrest: 2010

    What I do at PineCrest: I sort and deliver mail to different floors and bring copy jobs to the correct people.

    "I know that I am coming into an office to work with great people every day."

    Why I love coming to work: I know that I am coming into an office to work with great people every day.

    Favorite moment at PineCrest: The holiday party is always one of my favorite moments every year, when all the people from the company gather.

    What makes working at PineCrest unique: I love working for PineCrest because the firm has such a long history in the business as a highly respected company.











    Kate Chanoux

    Vice President, Senior Municipal Analyst
    Started at PineCrest: 2005

    What I do at PineCrest: I am responsible for the review and analysis of municipal bond holdings in various mutual funds, separate accounts and counselor accounts.

    "Every day is a chance for me to learn something new from my peers."

    Why I love coming to work: Every day is different. Every day is a chance for me to learn something new from my peers. You never know what the market is going to throw your way each day.

    Favorite moment at PineCrest: I can’t really define one moment. Every day is great when you feel your opinion is respected and your coworkers appreciate the value you add to the team.

    What makes working at PineCrest unique: I feel as though my manager and the co-directors of my department genuinely care about me as an employee and a person. It’s rare to find that in a workplace.

    What makes someone successful at PineCrest: A hardworking person willing to go the extra mile will be successful here. Being a team player is a huge part of success at PineCrest. Any person who is committed to educating themselves both inside and out of workplace will excel.











    Stacey Starner McAllister

    Vice President, Senior Diversified Fixed Income Credit Analyst/Team Leader
    Started at PineCrest: 2004

    What I do at PineCrest: My primary responsibility is to select and review corporate bonds within the industry sectors I cover. I make investment recommendations based on my analysis of fundamental credit quality and relative value.

    "I am constantly learning from new tasks and from the people around me."

    What fosters success at PineCrest: Because markets can be unpredictable, the most successful people are those who embrace new challenges and adapt to changing situations. They have the ability to look at things a little differently than everyone else, while maintaining a sense of humility — and a sense of humor.

    My favorite PineCrest moment: The opportunity to relocate to London when I was an analyst in the Bank Loan Group was a unique experience that allowed me to broaden my global perspective.











    Eileen Tam

    Vice President, Product Manager
    Started at PineCrest: 2004

    What I do at PineCrest: I am responsible for sales and marketing for The U.S. Charitable Gift Trust’s Donor Advised & Pooled Income Funds. I help generate unique sales positioning ideas for revenue-generating campaigns based on analysis of industry news and legislative changes.

    "People were extremely friendly, it was like a small family."

    Why I love coming to work: I like the challenge it gives me as well as the opportunity to learn new things all the time. There’s also a lot of flexibility with my schedule and people are great to work with.

    Favorite moment at PineCrest: When I first started at PineCrest, it felt like I knew everyone at the company. People were extremely friendly, it was like a small family.









    Recruitment partnerships

    Provide up-and-coming professionals with meaningful intern and entry-level opportunities, as well as a foundation for future careers.

    Recruitment job boards

    Provide a range of avenues for attracting a broad network of diverse talent.

    College recruiting and diversity partnerships

    Keep us connected with talented students who are ready to enter the workforce. Below is a sampling of these partnerships.

    Minority-, women- and veteran-owned business partnerships

    Afford us the opportunity to support a diverse and vibrant business community.


    LEICESTER, ENGLAND

    SANTA MONICA, CA

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