President

Theodore S. Jablonski, Jr., CFP:
Ted is a Vice President and Wealth Management Advisor with Garrison Swartz, a personal investment advisory team in the Merrill Lynch Global Private Client Group. Prior to joining Merrill Lynch in 2007, Ted was a Vice President and Relationship Manager with the Credit Suisse Private Banking USA Group. He joined its predecessor, Donaldson, Lufkin & Jenrette in 1998. Before joining DLJ, he was a Managing Director – Investments with Piper Jaffray & Co. He began advising clients with Kidder, Peabody & Co. in 1986. Ted graduated with a Bachelor of Science degree in Political Science from Arizona State University. He holds the Certified Financial Planner certification. He is a member of the Financial Planning Association, the Marin Community Foundation Council of Partners and previously served on the Board of Directors of the CFA Society of San Francisco. He is currently a Director of the Bay Area Financial Education Foundation. In appreciation of helping clients understand the benefits of charitable giving, Ted and his wife, Kathy, live in San Rafael. Their son Alex is completing his MFA in film direction at UCLA.

Vice President/Secretary

Robert B. Thomson, CFA, CIC:
Bob is a Vice President and Portfolio Manager at Dodge & Cox, an investment management firm located in San Francisco. He has been involved with fixed income investing for 30 years and has spent his last 15 with Dodge & Cox, where he is a shareholder of the firm.
Bob received his AB degree in economics from Stanford University in 1971, served as a nuclear-trained submarine officer in the U.S. Navy for four years, and returned to Stanford, earning his MBA in 1977. He is a Chartered Financial Analyst (CFA) and a Chartered Investment Counselor (CIC).
Bob is a Past President of the CFA Society of San Francisco, a current director of the Bay Area Financial Education Foundation, and has been active in volunteer activities, mostly revolving around his children’s school, scout, and sports activities as well as his church. Bob lives in Orinda with his wife, Maryett, and three college (and post-college) age children.

Directors

Lilian L. Conrad, CFA

Curt Smith, CFA

Nelson Weller, CFA

Matthew Winter, CFA