FEBRUARY 18, 2019
Kingstone is a private investment management firm based in Dallas with offices in Denver, Orange County, San Diego, and Tucson. The firm specializes in managing portfolio assets for family offices, high net worth individuals, foundations, endowments, and private companies.
Ike E. Ekeh is the Portfolio Manager and Lead Equity Analyst for Kingstone based out of the San Diego office. In this role he is tasked with leading the research and tactical allocation initiatives of the Kingstone Capital CORE Portfolio as well as ancillary investment options offered through the firm.
He holds a Master’s in Business Administration from the University of San Diego, a Master’s in Science, Finance and Financial Management Services from the University of San Diego, as well as a Bachelor’s in Business Administration, Accounting from San Diego State University. Ike also holds his Series 65.
WEEKLY MEETING AGENDA
Meet with peers interested in Finance and Investments.
This time is great for getting to know other future finance professionals, and to discuss any topics that you may find interesting.
Depending on the week, we will have professionals in different fields of finance or a group workshop where you will learn practical finance skills that will help you get the job that you want after graduation.
FIS Members network with THE BEST OF THE BEST IN THE FINANCE & INVESTMENT WORLD.
BELOW IS OUR GROWING LIST OF COMPANIES AND GUEST SPEAKERS:
Jim Gilmore | CFP, CIMA | Senior VP , Merrill Lynch
Rob Grant | Director of Capital Markets, Oliver McMilan
Steve Nielander | CFA | Partner, Cerity Partners LLC
Joe Pitrofsky | Senior VP Financial Advisor in Global Wealth Management
Craig Cecilio | President at CCFG Investments
David Glanzer | Director of Marketing and Public Relations for Comic-Con
Joseph Castagnola | Senior VP Investments | Private Banking and Investment Group
Steve Goodger | CFO of Green Flash Brewing Company
Rod Roberto | Vice President at WestPac Wealth Partners
Tim O’Connell | Senior Advisor Consultant at Oppenheimer Funds
Donovan Ternes | CFO | Provident Financial Holdings Inc.
David Menashe | Senior VP Investments | Merrill Lynch
Craig Spitz | CFO of STONE Brewing
Paul Hastings | Mergers & Acquisitions
Scott Kolman | Finance Professor at San Diego State University
Jean Roche | CFO of EDF Renewable Energy
Stephen Nielander | HPM Partners
Michael Ladd | HighMark Capital
Financial Executives International | San Diego Chapter
David Wakefield | Shoreview Industries
Alexander Pellegrino | Sequoian Investments
Eric Wong | Brandes Investment Partners
Brent Wiley | Xponential Growth Solutions
Kris Lindley | LPL Financial
Chris Mizer | Chairman of Vivaris Ltd.
Drew Henriques | Associate at J.P. Morgan Municipal Research & Strategy Team
Chris Fransway | Office of the Comptroller of the Currency
Chris Shimojima | Co-Founder of The Pocket Suite, LLC
Jonathan Atun | Manager, Financial and Strategic Analysis at Sempra Energy