Johnny DeBiase passes level III of the CFA Program

September 1, 2014 Johnny DiBiase has now passed all three levels of the CFA (Chartered Financial Analyst) Program and may be awarded the charter upon confirmation of the required work experience. This marks the culmination of a rigorous 3-year process.

Scott and Lilly celebrate 10-year milestones

August 12, 2014 Gould Asset Management celebrated the 10-year work anniversaries for Lilly Funcion and Scott Smith. As clients know, both Lilly and Scott are integral parts of the Gould team.

Derek Baldwin joins Gould Asset Management

August 4, 2014 Please join us in welcoming Derek Baldwin to Gould Asset Management.  Derek will be working as a portfolio analyst, having previously worked in product management at Union Bank in Los Angeles.