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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 Bennett

Christina Bennett

Fresno, CA
Operations Manager

Gary DeMera*

Gary DeMera*

Burlingame, CA
Vice President
Investment Advisory

Willington Fong*

Willington Fong*

Burlingame, CA
Operations

John Marty*

John Marty*

Burlingame, CA
Vice President
Investment Advisory

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 Mullen*

John Mullen*

Walnut Creek, CA
Crofton Capital Management
Investment Advisory

Justin Sloan

Justin Sloan CFA, CFP®, MBA, MS-FAIM

Windsor, CA
Portfolio Manager

Kent Johnson

Kent Johnson CFP®

White Plains, NY
Vice President Wealth Management

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

601 Montgomery Street, Suite 1950
San Francisco, CA 94111
(415) 543.8500
Email Chris

John Bankovitch

Portsmouth Financial Services

601 Montgomery Street, Suite 1950
San Francisco, CA 94111
(415) 543.8500
Email John

Carl Demartini

CHD Investment Management, LLC

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

Steve Ocheltree, CPA

Ocheltree CPA

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