RB Capital Management’s Investment Team: More Than 125 Years of Experience

The RB Capital Management Difference

A team with the credentials, depth of knowledge, and breadth of experience to implement the right solutions for you.

INVESTMENT ADVISORS

ROB BALLAN

Chief Executive Officer
Chief Investment Officer

With 30 years of industry experience Rob is responsible for the overall performance of RB Capital Management and its subadvisors. Oversees the firm’s portfolio management process, including proprietary strategies designed to minimize risk and enhance returns.

JON DONAHUE

Vice President
Portfolio Manager

Jon is responsible for portfolio management and trading for client portfolios. Additionally, he implements protective risk management strategies for client portfolios, utilizing his past experience as an institutional options market maker for NYSE- ARCA. His 30 years of industry experience also includes advising high-net-worth families and hedge funds.

SHAWN YOUNG

Chief Operations Officer
Chief Compliance Officer

With 15 years of industry experience Shawn is responsible for all aspects of the firm’s business and investment operations, and oversees the regulatory obligations of the firm.

FRANCOIS CAZALOT

Vice President
Investment Advisory

Francois comes to RB Capital Management with 15 years of Institutional Fixed Income trading experience. His experience focused on hedging global fixed income portfolios and interest rate risks for some of the largest banks and financial institutions on Wall Street.

GARY DEMERA*

Vice President
Investment Advisory

With 30 years of industry experience Gary works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. Expertise in retirement planning, corporate/ executive services, investment analysis, insurance and real estate.

WILLINGTON FONG*

Operations

Willington has been in the financial services industry since 1999.  With real estate & NMLS licensure, Willington has a vast array of knowledge in multiple financial areas. Dedicated to helping his clients achieve their goals, Willington works with them to secure long term financial success.

CRAIG FRIEDERS*, AIF®, CIMA®

Crofton Capital Management
Senior Investment Advisor

Since 1995, Craig has managed the financial lives of wealthy individuals and families. Craig also brings expertise in retirement planning, corporate/ executive services, investment analysis, insurance and real estate to help his clients achieve their goals. Craig has earned industry designations including the Certified Investment Management Analyst (CIMA) and the Accredited Investment Fiduciary (AIF).

ROB LEIPHART, CFP®

Vice President
Financial Planning

With 20 years of industry experience Rob works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. As a CFP®, Rob’s specific areas of expertise include financial planning to analyze client needs, portfolio asset allocation, 401(k) plan education, and fiduciary due diligence oversight.

JOHN MARTY*

Vice President
Investment Advisory

John has been in the financial services industry since 1988. He earned a Bachelors in Finance and an MBA from the University of San Francisco. He focuses on financial planning for his clients, taking a holistic approach. John spent 12 years as the Treasurer for the City of San Bruno, and was Chairman of the San Mateo County Treasurer’s Oversight Committee, which helped manage a $5 billion fund.

JOHN MULLEN*

Crofton Capital Management
Investment Advisory

John has a strong passion for helping people achieve their financial goals, using a multi-disciplinary approach to offering financial advice. The primary objective is to make it easier for his clients to gain financial independence by using his experience in areas such as investment research, financial analysis and portfolio diversification to offer solutions that work.

If you would like to check the background of any investment professional, please click here: FINRA’s BrokerCheck

*This advisor offers securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211

INVESTMENT SUBADVISOR PARTNERS

Christopher Bankovitch

Portsmouth Financial Services

250 Montgomery Street, Suite 200
San Francisco, CA 94104
(415) 543.8500
[email protected]

John Bankovitch

Portsmouth Financial Services

250 Montgomery Street, Suite 200
San Francisco, CA 94104
(415) 543.8500
[email protected]

Carl Demartini

CHD Investment Management, LLC

PO Box 942
South Fork, CO 81154
(702) 416.2807
[email protected]

Daniel Barnes, CFA®, CEO / CIO

Barnes Capital, Inc

985 Moraga Road, Suite 205
Lafayette, CA 94549
(925) 284.3503
[email protected]

Office Locations

RB CAPITAL MANAGEMENT OFFICES
RB Capital Management, LLC

5365 Reno Corporate Drive
Suite 200
Reno, NV 89511
(775) 993-2900
Contacts:
Rob Ballan
Jon Donahue
Francois Cazalot

RB Capital Management, LLC

6435 N Palm Avenue
Suite 101
Fresno, CA 93704
(559) 478-2565
Contact:
Shawn Young

RB Capital Management, LLC

700 Airport Blvd.
Suite 490
Burlingame, CA 94010
(650) 825-9013
Contacts:
John Marty
Gary DeMera
Will Fong

RB Capital Management, LLC

4 Research Drive
Shelton, CT 06484
(203) 242-3141
Contact:
Robert Leiphart, CFP®

RB Capital Management, LLC

Crofton Capital Management
1615 Bonanza Street
Suite 403
Walnut Creek, CA 94596
(925) 934-9930
Contacts:
Craig Frieders, AIF®, CIMA®
John Mullen, MS

SUBADVISOR AFFILIATES
CHD Investment Management, LLC

156 Woodchuck Drive
P.O. Box 942
South Fork, CO 81154
(702) 416-2807
Contact:
Carl Demartini

Barnes Capital Inc

985 Moraga Road
Suite 205
Lafayette, CA 94549
(925) 284-3504
Contact:
Daniel Barnes, CFA

Portsmouth Financial Services

250 Montgomery Street
Suite 200
San Francisco, CA 94104
(415) 543.8500
Contacts:
Walt Bankovitch
Chris Bankovitch
John Bankovitch

CHD Investment Management, LLC

156 Woodchuck Drive
P.O. Box 942
South Fork, CO 81154
(702) 416-2807
Contact:
Carl Demartini

Barnes Capital Inc

985 Moraga Road
Suite 205
Lafayette, CA 94549
(925) 284-3504
Contact:
Daniel Barnes, CFA

Portsmouth Financial Services

250 Montgomery Street
Suite 200
San Francisco, CA 94104
(415) 543.8500
Contacts:
Walt Bankovitch
Chris Bankovitch,
John Bankovitch

Let's Start A Conversation Now

Headquarters:

RB Capital Management, LLC
5365 Reno Corporate Drive,
Suite 200
Reno, NV 89511
(775) 993-2900

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RB Capital Management, LLC is a Registered Investment Advisor. Certain representatives of RB Capital Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800)637-3211. If you wish to check the background of the firm, please click here: FINRA's BrokerCheck. For more information about FINRA, click on the following link: FINRA.

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