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RB Capital Management’s Investment Team

More Than 200 Years of Combined Investment Experience

INVESTMENT ADVISORS

Rob Ballan

Rob Ballan

Reno, NV
Chief Executive Officer
Chief Investment Officer

Jon Donahue

Jon Donahue

Reno, NV
Vice President
Portfolio Manager

Shawn Young

Shawn Young

Fresno, CA
Chief Operations Officer
Chief Compliance Officer

Christina Tovar

Christina Tovar

Fresno, CA
Operations

Gary DeMera*

Gary DeMera*

Burlingame, CA
Vice President
Investment Advisory

Willington Fong*

Willington Fong*

Burlingame, CA
Operations

Rob Leiphart

Rob Leiphart, CFP® 

Shelton, CT 
Vice President 
Financial Planning

Craig Frieders*

Craig Frieders*, AIF®, CIMA®

Walnut Creek, CA
Crofton Capital Management
Investment Advisory

John Marty*

John Marty*

Burlingame, CA
Vice President
Investment Advisory

John Mullen*

John Mullen*

Walnut Creek, CA
Crofton Capital Management
Investment Advisory

If you would like to check the background of any investment professional, please click here: FINRA’s BrokerCheck

*This advisor offers securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211

STRATEGIC PARTNERS

Christopher Bankovitch

Portsmouth Financial Services

250 Montgomery Street, Suite 200
San Francisco, CA 94104
(415) 543.8500
Email Chris

Carl Demartini  

CHD Investment Management, LLC

PO Box 942
South Fork, CO 81154
(702) 416.2807
Email Carl

John Bankovitch

Portsmouth Financial Services

250 Montgomery Street, Suite 200
San Francisco, CA 94104
(415) 543.8500
Email John

Steve Ocheltree, CPA

Ocheltree CPA

6435 N Palm Ave, Suite 101
Fresno, CA 93704
(559) 691-4001
www.ocheltreecpa.com
Email Steve