Mary M. Bersot CFA
CEO and Chief Investment Officer
Bersot Capital Management LLC was founded in 2006 by Mary Bersot, CFA to provide investment management services to individuals, families, foundations and endowments. Ms. Bersot began her career at Wells Fargo Bank in 1974 where she managed investments for some the largest and most complex family trusts as well as individual advisory accounts. Ms. Bersot left Wells Fargo in 1984 and joined Citicorp Trust of California as part of the firm’s global private bank. She was responsible for investing client portfolios and also a member of the task force to merge the domestic and private banks at Citicorp.
In 1989 Mary Bersot joined McMorgan & Company to manage equity portfolios for Taft Hartley Pension and Health and Welfare plans. Ms. Bersot and her colleagues managed mutual funds with Morningstar ratings of 4 stars as well as individual portfolios. Ms. Bersot was a speaker at the Employee Benefit Foundation National Conference on several occasions and she authored a textbook chapter for the organization titled Introduction to Common Stock Investing.
Mary Bersot joined Dresdner RCM- formerly known as Rosenberg Capital Management- in 1999, where she was a managing director and Co-Chief Investment Officer of the Large Cap Team, responsible for over $20 billion of assets under management. Ms. Bersot was a member of the Investment Policy and Executive Management Committees. The investment team’s performance record attracted new business to the firm and earned her a reputation as one of the leading investment managers in San Francisco.
McMorgan & Company hired Mary Bersot back in 2003 as Chief Investment Officer and in this role she was responsible for the strategy and policy implementation for the equity and fixed income groups. Ms. Bersot was also a member of the Investment Committee for New York Life Investment Management – McMorgan’s parent company.
Mary Bersot has over 30 years experience managing investment portfolios for clients. Her 16 years working with individuals and their families, her mutual fund management experience and her role with major pension funds offers clients of Bersot Capital Management the depth and experience needed to manage their funds to achieve their investment goals.
Contact:
mbersot@BersotCM.com
415-388-2007
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Robert R. Barron
President
Robert Barron began his investment career in 1984 with McMorgan & Company and served for many years as client service officer and operations manager. In 1988 he established and managed the Los Angeles Office for McMorgan and was responsible for the client service and marketing activities for Southern California and Southern Nevada.
Mr. Barron returned to San Francisco in 1991 and served as Executive Vice President of Operations. He continued to manage client relationships as well as the internal operations of McMorgan, then a firm with approximately $10 billion of real estate, equity and fixed income assets under management. He served on the Executive Committee and Board of Directors of the McMorgan mutual funds.
McMorgan’s assets in Southern California continued to grow. In 1994 Mr. Barron returned to the Southern California office before becoming Chief Executive Officer of McMorgan, a position he held until 2004.
Mr. Barron was recently appointed to the Directors Guild of America-Producer Pension and Health Plans. He serves on behalf of the Directors Guild of America.
Robert Barron has many years of operations and client service experience in the investment management business. As President of Bersot Capital Management LLC he will be instrumental in overseeing the firm’s growth and operations to insure the firm meets the standards of excellence in today’s complex investment environment.
Contact:
rbarron@BersotCM.com
818-434-8789
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