Darren C. Pollock, a member of Cheviot since 1998, provides investment analysis and portfolio management for the firm. Referring to Darren as “a manifestly bright fellow” and a “seasoned, risk-conscious portfolio manager,” famed journalist Alan Abelson of Barron’s says: “Mr. Pollock obviously knows his way around a financial statement and has a seasoned investment eye.” In addition to Barron’s, Darren’s views on the financial markets are regularly sought after in The Wall Street Journal, Bloomberg, Money Magazine, Yahoo!Finance, FoxBusiness and others. He has served on Cheviot’s investment management team as a portfolio manager since 2000 and is recognized for helping clients navigate the extreme bear markets of 2000-2002 and 2008.
David A. Horvitz, CFP® joined Cheviot in 2006. A CERTIFIED FINANCIAL PLANNER™ professional, David has been practicing comprehensive financial planning since 2002. He is skilled in the areas of taxation mitigation, retirement planning, estate planning, insurance and personal risk management. David holds a BSBA degree in Management from Washington University in St. Louis, an MA in Education degree from Pepperdine University, an MBA from California Lutheran University, and a professional designation in Personal Financial Planning from UCLA Extension where he also serves on the faculty teaching the Introduction to Personal Money Management course, the Practical Investing course, and the Mutual Funds and ETFs Investing course.
David’s community service includes teaching financial literacy to high school-aged foster children at UCLA Guardians and Operation Hope, and he provides pro bono financial planning services to the faculty at his alma mater, Harvard-Westlake School, and at Campbell Hall School where he served as a teacher from 1999-2006. David also sits on the Board of the Jewish Free Loan Association, a charitable organization that provides interest-free loans to people of all faiths, cultures, and backgrounds.
David has been named a Five-Star Wealth Manager, a distinction attributed to less than 2% of all wealth advisors in Los Angeles, by Los Angeles magazine for the years 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017.
Dixon Karmindro joined Cheviot in 2013 and possesses more than twenty years of financial analysis and investment management experience. He brings a deep analytical focus to current and potential investment holdings and overall portfolio construction. Dixon has previously held positions in equity research and investment management at bulge bracket investment banks and alternative investment firms within Deutsche Bank and Pequot Capital in New York City. He is a graduate of Yale University and also holds a Masters in Business Administration with an emphasis in Finance and Accounting from the NYU Stern School of Business.
Susan J. Weiss, CFP® joined Cheviot in 2018. Susan has over 25 years of experience in the High Net Worth Private Client marketplace and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1997. She is skilled in the areas of retirement planning, estate planning, divorce, education planning, charitable giving, insurance, and taxation. Her strengths include the ability to communicate and implement investment and financial planning concepts to clients in various financial situations. Susan previously held positions as a Managing Director at First Republic Wealth Advisors, Senior Vice President at Bailard, Inc., and owner of her own independent consulting practice. Susan holds her AB in History from the University of Michigan, Ann Arbor.
Since 2014, Susan has held numerous positions on the board of University Synagogue in Los Angeles. She is currently serving her third year as a member of the Executive Committee in the position of Treasurer and will become the Vice President, Development in the next fiscal year.
John F. Feldsted has over twenty-five years of experience as a tax and corporate attorney and is a legal and tax advice resource to Cheviot’s clients. John has been involved in all phases of business analysis, real estate development, financing and syndication transactions throughout the course of his professional practice.
John holds a B.S. in Engineering Physics from Cornell University and a Masters of Science in Nuclear Engineering from the Massachusetts Institute of Technology. He earned his law degree from Loyola Law School in Los Angeles in 1981 and an LL.M. in Taxation from New York University in 1983.
Zena L. Shlah joined Cheviot Value Management in 2007 and currently serves as Director of Client Services. Zena has accumulated more than 20 years of experience in the financial industry. Her duties include managing client service relationships, handling all administrative inquiries and processes related to client investment accounts, and overseeing office operations. Prior to joining Cheviot, Zena worked in Client Services at CIBC Wood Gundy in Calgary, Canada.
James M. Whiting joined Cheviot in February of 2018 as a Financial Advisor. He brings to the team a unique background of experience in small business ownership, real estate investing, education, administration, fundraising, and music. In his more recent roles, James has served as chair of Faculty Evaluation and Compensation from 2015-2017 at Campbell Hall, where he has also taught music and held various administrative positions since 2000. In 2007 and 2016, he also founded two start-up companies in consumer communications and robotics. James uses his experience in education and business to help clients develop a confident understanding of their financial position and guide them toward their long-term goals.
Frederic G. Marks is the founder and former Chief Investment Officer at Cheviot where he currently serves on the Advisory Board. Fred has lectured on Investments, Security Analysis, and Financial Planning at UCLA Extension (1988-1997). He was formerly a lawyer in private practice (business law) in Los Angeles (1965-1989), a member of the Executive Committee, Taxation Section, of the State Bar of California (1984-1987), and author of West’s California Code Forms: Corporations (1978). Fred received his B.A., M.A., and Ll.B. degrees from the University of California at Los Angeles.