General Investing >> Money Manager Interviews >> October 11, 2004


PETER F. BANKS, CPA, is President and Chief Investment Officer of Bernzott Capital Advisors. He obtained a BBA in Finance from Texas A&M University. Previously CFO of a private investment corporation, Mr. Banks was responsible for investment analysis and selection, asset allocation strategies, and tax and estate planning. While CFO of a publicly traded bank holding company, Mr. Banks managed a bond portfolio, evaluated and executed investment strategies, and formulated and executed strategic and capital management plans. He was an Audit Manager with KPMG Peat Marwick, and speaks fluent Spanish. Profile
Bernzott, Kevin
Kevin Bernzott, Chairman and CEO of Benzott Capital Advisors, founded the firm in 1994. Previously CEO of McGaelic Group, a multigenerational family investment office, he focused on real estate development and asset management. He is a Director of the Ventura County Sheriff's Foundation. Mr. Bernzott earned a doctorate in law from the University of West Los Angeles. He is a member of the CFA Institute and CFA Society of Los Angeles — CFALA.  Profile
TWST: Would you begin with a brief overview of Bernzott Capital Advisors

and describe your respective responsibilities at the firm?

Mr. Bernzott: Bernzott Capital is a private, independent