Doug and his team founded FullArc to advise a select group of entrepreneurs, families, and foundations on asset allocation, investment management, and all aspects of generational wealth planning and philanthropy.
Prior to FullArc, Doug spent 17 years as a Private Wealth Advisor in the Investment Management Divisions of Goldman Sachs and Morgan Stanley. Previous to that Doug was an institutional trader for 20 years, managing risk capital in bonds and currencies in London, Paris, Tokyo, and New York.
Doug earned a BA in Political Economy from Williams College and graduated from the Woodberry Forest School in Orange, Virginia.
Doug grew up in Baltimore and on Maryland’s Eastern Shore and now lives with his family in Bethesda, Maryland.
Doug is passionate about social impact enterprises and enjoys mentoring entrepreneurs at the Halcyon Incubator in Washington, DC. He supports Best Buddies, plays lacrosse, and misses the Baltimore Colts.
"Skate to where the puck is going, not where it has been" - Wayne Gretzky's father
Director of Operations
805-966-1266, ext 2644
Angie is the Director of Operations at Partnervest, where she is responsible for the back-office and IT infrastructure, custodial relationships with major financial institutions, and delivery of our reporting and wealth management services at FullArc/GWD. Since joining Partnervest in 2005, Angie has held several positions including Registered Client Services Associate, Accounting Manager, and Licensing Specialist.
Chief Investment Officer
David is the Chief Investment Officer of Partnervest and a key resource of FullArc/GWD. During his 25 years advising sophisticated institutional and private investors, he formerly headed PIMCO’s account management group in London which included 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa.
MBA, UCI Paul Merage School of Business
Chief Compliance Officer
805-966-1266, ext 8462
Tina Mahota is a member of the Compliance team at Partnervest. In this capacity, she monitors all wealth management activities and advisory functions at FullArc/GWD to ensure that our services and business practices are compliant with the regulations that govern financial services. A mathematics major in college at St. Benedict, Tina holds FINRA licenses 4, 7, 24, 27, 53 and 66.
BA, College of St. Benedict, St. Joseph, MN