The Team

Mark Mowrey, CFA

Chief Investment Officer

With a career in investment research and management spanning nearly two decades, Signature Resources’ Chief Investment Officer, Mark Mowrey, brings a uniquely broad and relevant expertise to the firm. Graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst® designation, his roles have ranged from financial journalism and sell-side equity research to the management of multi-billion-dollar investment portfolios.

Having endured several capital market cycles during his industry tenure, Mark has learned firsthand the power of a quantitative methodology, grounded in an approach that fosters continual learning, to impart a beneficial discipline to the investment process. He further believes candid, transparent reviews of investment methods and results nurtures the trust that is required for clients and colleagues to share in the team’s confidence in its work.

Even so, Mark understands that confidence is at best a secondary source of investment success and that hubris and similar emotional states only detract from the investment process. Rather, he believes a methodical approach, grounded in more than a century’s-worth of collective industry knowledge development and evolved to be relevant to the investment challenges and opportunities of today, ultimately will enable the firm to achieve client investment goals.

Mark’s career highlights:

  • Graduated from the Wharton School of the University of Pennsylvania with a B.S. in Economics in 1994
  • Wrote for technology-focused publications The Industry Standard and Red Herring
  • Began his career in investments managing value-focused equity portfolios
  • Promoted and managed whole-portfolio, multi-asset-class ETF-based solutions
  • Retained a regular presence in business- and finance-oriented television
  • Studied abroad in Moscow, Russia in 1992

 

Catie Reilly

Investment Operations

Catie began her career with the firm in 2008 as an intern while she was working on her Bachelor of Arts at the University of California, Irvine. Upon graduation, she joined the firm in the capacity of Portfolio Administrator. In that role, she worked very closely with clients and their Financial Advisors, helping them with their setup and ongoing account maintenance.

In her current role as the Director of Portfolio Operations, she oversees an actively growing support team that assists advisors and their clients with the ongoing maintenance of their accounts.

Originally from Bakersfield, Catie splits time between her home town and San Clemente.  She enjoys spending time outdoors gardening, catching up with family and friends and reading a good book.

Stephen Caldwell

Stephen Caldwell has been an advisor with the firm since 2009 and is a Chartered Retirement Planning Counselor. His passion is to “help others live responsibly, retire actively and leave a legacy.” A graduate of UC Santa Barbara, he also has masters degrees from the University of Melbourne, Australia and Cal State Long Beach, where he graduated with highest honors.

From the years of his youth in Santa Barbara, Stephen has enjoyed a wide range of outdoor activities, especially running and hiking wilderness trails. He enjoys spending time with his family as well as swimming and writing and is actively involved in local churches and ministries.

Aleksandar Glebov

Aleksandar Glebov started his financial services career in the year 2000. Originally from Northern California, Aleks moved to Southern California to attend college at UC San Diego. After graduating with a management science degree, he immediately started his career in financial services. Aleks has always been passionate when it comes to helping people and managing money. He takes pride in helping his clients, aiming to provide his clients with sound advice when it comes to investment, insurance, business and estate planning. He strives to provide his clients with the best possible client experience as they navigate the difficult tasks of preparing themselves, their families, and their businesses for a successful financial future. With over 16 years of experience, Aleks knows how to find the best solutions to the needs and challenges that his clients will face now and in the future. Aleks has earned various honors over his career, including top 10 in production for Northwestern Mutual in 2002, as well as top 50 sales manager for Mass Mutual in 2006.

Aleks lives in Irvine and enjoys outdoor actives with his dog Kona. He also continues to play competitive soccer and recently his team won the national title for men over 30. He enjoys being on the Orange County Bar Foundation and spends time helping “at risk” youth prepare for college applications and interviews.

 

Corina Gutman

Born in Argentina to European immigrants, Corina has lived in Albuquerque since 1983, where she raised three children and developed a thriving financial practice, which she started in 1986.

Fluent in both Spanish and Italian, she also holds the following industry certifications: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Estate Planner and Chartered Life Underwriter.

Since 1991 she has devoted her professional practice to helping small and medium size businesses, as well as non-profit organizations, navigate the process of developing and managing qualified retirement and executive compensation plans for the purpose of attracting and retaining quality employees. Corina also assists her clients in the design and implementation of business continuation plans that support the long-term viability of their business.

Brett Laddusaw

Brett Laddusaw has spent his entire career in the financial services industry with prior experience including institutional asset management and investment syndication. His education background is in Economics from the University of California San Diego and he has earned the CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.

His practice includes both individuals and business clients with a focus on attorneys and medical professionals helping them with investment and risk management as well as retirement, estate and business planning.

Brett believes his purpose as a financial planner is to serve individuals and institutions by creating and managing strategies that aim to minimize financial risk and maximize the potential to achieve their unique vision of financial independence, thereby equipping them with the financial resources to be agents of positive change in the lives of other people.

Michelle Mai

Michelle Mai is a licensed Investment Adviser Representative who provides comprehensive financial planning to families and has a specialty in college funding. After moving to San Diego 13 years ago, she began working with families to educate them on the importance of creating a strategic financial plan that is tailored to their unique needs. It was then that she recognized the negative impact that insufficient planning can have on a family’s financial future. She has since pledged to help families understand these deficiencies and has been working with families to develop secure and confident financial plans that aim to minimize their costs for college and maximize their lifetime savings.

With over 1,200 families she’s helped over the years, she continues to maintain her pledge of educating others daily. Over the last few years, she has made it a point to give back to the community through educating its members on various financial planning topics. Michelle stays involved on many levels with the financial planning industry by currently serving on the board for N.A.I.F.A. (National Association of Insurance and Financial Advisors) and providing financial literacy workshops regularly.

Michelle lives in San Diego, California, and spends the time away from her office with her family, running, biking, and enjoying all that San Diego has to offer.

College planning services are provided by Michelle through College Planning Source and are independent of the  services of Signature Resources Capital Management.

Kevin Messenger

Kevin joined SRCM in 2008 and has spent years developing a process to address clients concerns and goals.

With a background in Economics he believes his role in the financial planning process is to provide his individual and business clients with the necessary information to manage risk while they continue to work toward accomplishing their unique goals.

“Developing and maintaining a relationship with our clients is very important. We strive to meet quarterly to make sure the strategies and goals are still in line with each other,” says Kevin, regarding the ongoing relationship he has with his clients.

Kevin enjoys working with CPAs and attorneys so that together they can create a team for their client’s best interest. A collegiate golfer, Kevin continues to get on a course when not working with clients.

Garrett Powell

Garrett was born and raised in Southern California. He attended Brigham Young University and is the father of three. Fluent in Spanish, Garrett spent some years abroad in Mexico, Spain and Portugal. During his time in Madrid, he worked for an affiliate of an American financial services company.

He began his career as an advisor after spending many years as an equities trader, broker, and Specialist/Market Maker on the Pacific Stock exchange in LA.

Garrett is an avid outdoorsman and enjoys motor sports and anything water related whether in frozen or liquid form. For over 20 years, he has been involved in youth sports and scouting.

Lisa Sakai

Lisa joined the firm in 2011 and has built her practice in the area of advising corporate executives and their employees, helping them understand their benefits and what role they play in their financial plan.

She attended Kenyon College in Gambier, OH where she earned a Bachelor of Arts. She also holds the Chartered Mutual Fund Consultant designation from the College for Financial Planning.

Active in her community of Mission Viejo and South Orange County, she is currently the President Elect of the Mission Viejo Chamber of Commerce.

Lisa is passionate about supporting the needs of professional women. To that end, she created OC Professional Women and WINFLUENCE, both networking organizations geared specifically towards building relationships, community outreach and support for women.

Lisa resides in Ladera Ranch, with her husband. Whenever she has downtime, she enjoys hiking, running, movies, reading a good book, and trying out the next great restaurant in town.

Christopher Whalen

Chris joined the firm in 2000 and has over 18 years of experience in the financial planning industry assisting clients with their wealth management needs. His area of focus is helping affluent individuals and their businesses meet their planning objectives.

He attended Arizona State University where he earned a Bachelor of Science. In 2006, Chris moved from our Scottsdale, AZ branch to California. He and his family now reside in Ladera Ranch. In his free time, he enjoys spending time with his family, watching the kids play sports from soccer to tennis.

Gary Kaltenbach

Mr. Kaltenbach brings over 40 years of experience in the wealth management arena. From growing two Independent Registered Investment Advisories to creating and driving Signature Resources Insurance and Financial Services, a firm that has been a nationwide leader in the industry for over 35 years.

Gary has worked with a broad range of individuals in the areas of Advanced Life underwriting, Advanced Estate Planning, Charitable Planning, Planned Giving, Fee Based Asset Management, Deferred Compensation, Fee Based Benefit Design, Pension Design, Retirement Planning and Succession Planning. Gary holds the designations CLU and ChFC.

Gary is a graduate of University of Pittsburgh. Gary is actively involved in the charitable community and supports such organizations as The American Cancer Society, March of Dimes and the Pancreatic Cancer Action Network.

Gregory L. Kaltenbach

Founding Member of Signature Resources Capital Management

Mr. Kaltenbach brings over 16 years of experience in the wealth management arena. Greg started his career as an independent producer for Signature Resources Insurance and Financial Services focusing his practice almost exclusively in the areas of Estate Planning and Investment Management. He has been instrumental in the growth and development of Signature Resources Insurance and Financial Services. Greg is a partner in Signature Resources Capital Management.

Greg is a graduate of the University of Southern California with a degree in Political Science. He is actively involved in and supports the American Cancer Society and the Pancreatic Cancer Action Network.

Geoffrey Kaltenbach

Geoff Kaltenbach is a Founding Partner of Signature Resources Capital Management and has over 25 years of experience in the area of financial services and asset management. Born into the business, the Kaltenbach family has over 55 years in financial services.  As one of the firms Founding Partners, he is responsible for growing the firm including its institutional relationships, speaking regularly to the industry about the important role the advisor plays as a fiduciary to their clients and the role empirical based investing and the Five Factor Risk model play in that role.

Geoff maintains an active involvement in several community service organizations.  In the past he has served on the Board of Directors for Padres Contra el Cancer (Parents Against Cancer), a pediatric cancer foundation. Currently he supports the Pancreatic Action Network, the Wyland Foundation, St. Michael’s Abbey and the Triplet Connection.  In addition, he is a member of the Cal State Fullerton Family Business Center, Legatus and serves on the Board of Directors for the Long Beach State Athletic Foundation and since 2009 he and his family provide Christmas Trees to families of the Marine Expeditionary Units at Camp Pendleton.  Geoff received his Bachelor of Arts in English from the University of Southern California.

He and his wife Elena have 4 children, When not working, Geoff enjoys riding horses and trail rides with his daughter, watching his sons play collegiate water polo, seeing a great blues band and collecting antique books and art.

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