Bob Condon is a financial advisor and president of The Foundation Investment Group. Mr. Condon is responsible for setting strategic direction for the company's investment, insurance, and planning recommendations. Mr. Condon was previously employed at IBM, Merrill Lynch, Landsing Properties, and Liquidity Fund Investment Group. Mr. Condon has been a registered investment professional since 1976, and has collaborated with Richard Band on alternative investment strategies since 1991. Mr. Condon is the codirector of Planet Care/GHAP, a nonprofit medical relief organization.
Mr. Condon is a graduate of Brown University (economics '74) and University of California /Haas School of Business (MBA '80). Mr. Condon holds his FINRA Series 7, 24, 31, 63 and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser, as well as a State of California Life and Health Insurance license.
Hiro Kagiyama is a financial advisor and analyst, working with Mr. Condon and the firm's clients on investment research and portfolio design. Prior to joining The Foundation Investment Group in 2009, Mr. Kagiyama was a research analyst at the Kensington Investment Group where he worked with international real estate, senior real estate securities, and infrastructure related industries, including basic materials, rail transportation, utilities and energy.
Mr. Kagiyama has lived in Japan, worked in Australia, and studied in Mexico. Mr. Kagiyama is a graduate of University of California Santa Barbara (Business Economics with honors 'O5). Mr. Kagiyama holds his FINRA Series 7, 31 and 66 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. Mr. Kagiyama is avid outdoorsman and a devoted fly fisherman.
Jerry Kohn is our client services manager, working with Mr. Condon since 1995 on investment research, portfolio design, and investment strategies. Mr. Kohn combines alternative investments with traditional investment holdings to build client portfolios that have the potential for more diversification and less dependency on stocks, bonds, and mutual funds for their investment success.
Mr. Kohn attended Yale University and is a graduate of University of California Santa Cruz (sociology with honors '79). Mr Kohn holds his FINRA Series 7 and 63 securites registrations as a Registered Representative of Commonwealth Financial Network.
Greg Partalis is a financial advisor and vice president of The Foundation Investment Group working with clients in a regional capacity since 2005. Mr. Partalis was formerly the president of a NASD Broker/Dealer that specialized in private placement real estate offerings. Over his career he has also worked in sales as an individual contributor, field sales manager, and senior level sales executive with a number of publically traded technology companies and several venture capital financed, pre-IPO, high-tech start-up firms.
Mr. Partalis started his career at IBM and is a graduate of Central Michigan University (business administration/magna cum laude '74). Mr Partalis holds his FINRA Series 7, 24, 31, 63, and 66 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser, as well as a State of Georgia Life and Health Insurance license.
Nicole Storto is the office manager and systems/compliance coordinator for the firm, working with Mr. Condon since 2000. Ms. Storto is responsible for all administrative functions, client paperwork, and internal systems. Ms. Storto is a graduate of San Diego State (english '94), a three-time Tennis All-American, a Western Athletic Conference Player of the Year, a 2003 inductee to the San Diego State Athletic Hall of Fame, and a professional musician.
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