General Investing >> Money Manager Interviews >> April 22, 2002

Robert Bannon – Eureka Investment Advisors Inc

STEFAN RANZLOV is a Vice President and serves as the Director of Equities Management for Eureka Investment Advisors, a subsidiary of United California Bank. In that capacity, he leads the portfolio management teams for the Eureka Equity and Eureka Global Mutual Funds. Mr. Ranzlov previously served as Senior Quantitative Analyst for the Wealth Management Division of United California Bank, which preceded the formation of Eureka Investment Advisors. Prior to joining UCB, he was associated with the All Student Loan Group as a Senior Financial Analyst performing portfolio risk analysis, cash flow forecasting and valuation. Mr. Ranzlov also served as a Financial Analyst for the Federal Home Loan Mortgage Corporation in Washington, DC where he developed models to measure and analyze interest rate risk. He earned an MBA from the University of Southern California in Los Angeles, and a Master's in Engineering Physics from the Lund Institute of Technology in Sweden. Mr. Ranzlov is a Chartered Financial Analyst. Profile
ROBERT BANNON is President and Chief Executive Officer of Eureka Investment Advisors, Inc. In addition, he serves as Chief Investment Officer of United California Bank. As head of EIA, Mr. Bannon is responsible for all activities of the firm, including portfolio management, research, marketing and client service. In this capacity he reports to the Chairman of the Board of Eureka Investment Advisors. Mr. Bannon also serves as an Officer and Member of the Board. In his role as Chief Investment Officer of United California Bank, Mr. Bannon supervises a portfolio management staff responsible for nearly 2,000 separate trust and investment management relationships, reporting directly to the Vice Chairman. He has more than 15 years' experience in the investment management field. Before joining United California Bank, Mr. Bannon was Managing Director of Analytic Investors, Inc. At Analytic, Mr. Bannon was responsible for a wide array of the firm's activities, including investment research, product management, client servicing, and business development. Prior to Analytic, he was employed as a fixed income strategist for a New York-based consulting firm, and was a financial economist for a major money center bank. Mr. Bannon is a Chartered Financial Analyst and has a graduate degree in Econometrics and Financial Economics from UCLA, as well as an undergraduate degree in Economics from Villanova University. He has taught courses on economics, finance, and statistics at the University of California and Pepperdine University. Profile
TWST: Tell us about your responsibilities at United California Bank and

something about the Eureka Funds that you cover.

Mr. Bannon: At United California Bank, we have a proprietary family