CURRENT CLIENTS

Meet the Investment Team

The Investment Team is dedicated to helping advisors meet the long-term financial needs of their clients.

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.
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MILOS VRZIC

Portfolio Manager
As Portfolio Manager, Milos serves as the primary resource for trading, responsible for aligning client accounts to target allocations, managing daily cash flow requirements and maintaining the firm’s performance composites.

Born in Serbia, Milos came to California to play water polo in college. He is a graduate of California State University, Long Beach, where he earned a Bachelor of Arts in Business Administration with an emphasis in Finance. He also received his Master of Business Administration with an emphasis in Finance from National University. Currently, he is a CFA Level 2 Candidate.

While he no longer plays water polo, Milos enjoys inspiring young athletes through coaching in his spare time, and resides in Anaheim Hills, with his fiancée, Paula.

CATIE SIMMONS

Director of 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.

Catie lives in Bakersfield, California. She enjoys spending time outdoors gardening, catching up with family and friends and reading a good book.
19900 MacArthur Boulevard
Suite 920
Irvine, CA 92612
949.261.7726
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