Mr. Cohen serves as Senior Managing Member of The Investment House. A seasoned professional investment manager with over 50 years of experience, also serves as Co-Portfolio Manager of The Investment House Growth Fund. Prior to the formation of The Investment House, LLC, Mr. Cohen served on the Investment Policy Committee for First Western Investment Management and was responsible for research and equity management for the firm.
Previously, Mr. Cohen had formed GKM Advisers, an investment advisory, in January 2000 and served as the Chief Investment Strategist. Prior experience includes 5 years Senior Managing Director at Gerard Klauer Mattison & Co., 10 years as a Senior Managing Director at Gruntal & Co., 14 years as a Limited Partner at Bear, Stearns & Co., and 9 years as a General Partner at Kleiner, Bell & Co. In the mid-1960’s, Cohen was associated with members of the President’s Council of Economic Advisors.
Mr. Wahl currently serves as Managing Member and President of the Investment House LLC. He also serves as Trustee and President of The Investment House Funds, which launched The Investment House Growth Fund in December of 2001. Mr. Wahl has served as Trustee, President and Co-Portfolio Manager of the Investment House Growth Fund since its inception. Mr. Wahl’s primary responsibilities include research and equity management.
Prior to the formation of The Investment House, LLC, Mr. Wahl served as a Managing Director and sat on the Investment Policy Committee for First Western Investment Management. Mr. Wahl was primarily involved in equity research and equity management and also served as manager of the Westwood office. Previously, Mr. Wahl formed GKM Advisers in January of 2000. Mr. Wahl has spent the last 20 years in the capital markets arena.
Prior to GKM Advisers, he operated his own investment advisory firm, which subsequently served as the business model for GKM Advisers. Mr. Wahl worked as a NASDAQ market maker in the early 1990’s with Gruntal Securities in Los Angeles and Cruttenden Roth in Irvine, CA. He earned his CPA credential while working for Deloitte and Touche, auditing money management firms and professional sports franchises. Mr. Wahl played professional baseball for the Milwaukee Brewers while completing his college education at California State University at Dominguez Hills, Oklahoma City University and San Diego State University with a BS in Accounting.
Mr Gardiner serves as Portfolio Manager for The Investment House’s Stay Rich, Sleep Well® multi-asset portfolio and the Special Situations strategies.
Prior to The Investment House, Mr. Gardiner served as Chief Investment Officer of Blizzard Management LLC, a $1 billion, multi-asset family office. During his 30 year investment management history, Mr. Gardiner has held positions as General Partner of Marathon Capital Partners, a value equity and special situations investment partnership; as General Partner of Eastman Research, a quantitative – based equity futures and options trading partnership; and as an independent proprietary trader in multiple asset classes. Prior to that, in the mid to late 80s, he served as Sr. Vice President and head of trading for Drexel Burnham Lambert’s convertible bond department, having started at Cresvale International in 1984 trading Euro-convertible securities. He holds a B.A. from Colgate University and an M.A. from Columbia University.
Wayne Woodman serves as a Senior Investment Adviser and is responsible for providing investment advice to high net worth individuals, families and foundations. He oversees more than 50 investor relationships holding an aggregate $210 million in assets.
Wayne began his investment career in 1982. He joined our team in 2002 from Tower Asset Management, an affiliate of M.L. Stern & Co. LLC, where he served as Executive Vice President and Chief Operating Officer for over ten years.
Outside of The Investment House Wayne serves as a national Vice President of AABGU, the American fundraising arm of Ben Gurion University of the Negev. He also is a member of the Board of Governors of Ben Gurion University. Previously, Mr. Woodman has served as a board member of the Los Angeles Business Council and The Jewish Community Center of Allentown. Woodman also serves as a member of the Advisory Board of Silberline Mfg., a privately held manufacturer.
Mr. Woodman attended The Sanford Institute of Public Policy at Duke University where he earned a Bachelor’s degree in Public Policy Studies with a specialty in finance
Mr. Steinberg serves as a Senior Investment Adviser and is responsible for providing investment advice and portfolio management to high net worth individuals. Steven joined our team in 2002 from Tower Asset Management, where he worked as a stock broker and money manager since 1994. Previously, Steven enjoyed a 17-year career in the music industry, beginning as an entertainment lawyer in Beverly Hills (Shapiro & Steinberg). He later became a partner in Dreamland Records (music production, distribution and publishing). He was also a partner in SOS Management, an artist management company.
Steven earned a BA from DePaul University and his JD degree from John Marshall Law School, both in Chicago.
Glenn Goodstein serves as Senior Investment Advisor and is responsible for providing investment advice to high net worth individuals, families and foundations.
Glenn founded his former firm, GSG Capital Advisers, in 1999 and has been a money manager since 1992.
Prior to entering the investment management business, He spent 10 years in various management and executive positions with Automatic Data Processing (NYSE: ADP), a global information services outsourcing provider.
Since 2003, Glenn has been a Director of the Mexico Equity and Income Fund (NYSE: MXE). He previously served on the board of two other NYSE-traded companies.
Glenn has a strong commitment to community service. Starting as a “client” (Little Brother) of Jewish Big Brothers in 1973, he became a Big Brother himself in the 1980’s. In 1990 Glenn joined the Board of Trustees for Jewish Big Brothers Big Sisters of Los Angeles/Camp Max Straus, and has held that position continually ever since. Additionally, beginning in 2003, Glenn has served on the Board of Directors of Horses in the Hood, which provides an outdoor week-long horse camp experience (riding & horsemanship) to at-risk youngsters from Watts, and other Los Angeles inner-city areas.
Glenn earned a B.A. in Economics from UCLA, and also served on the Finance Review committee of the UCLA Alumni Association Board from 2000 through 2002.
James Eustice serves as an investment advisor representative and research analyst.
Prior to joining The Investment House in 2014, James served as Senior Analyst at ALJ Capital, a distressed bond and reorganized equity hedge fund. During his 15-year investment management history, Mr. Eustice has held positions as Assistant Portfolio Manager of Churchill Pacific LLC, an investment management company focused on leveraged loans and high yield bonds for institutional clients, and as an analyst for Funsten Asset Management, a distressed hedge fund. Prior to that, in the early 1990’s as Assistant Treasurer for Republic National Bank managing the bank’s $12 billion fixed income portfolio. He holds a B.A from the University of Michigan and an MBA from the University of Southern California.
Andrew Woodman serves as a financial advisor and is responsible for providing investment advice to individuals and families.
Andrew began his investment career in 2011, and is a CERTIFIED FINANCIAL PLANNER™ professional.
He joined The Investment House in 2018 after spending 5 years at a fintech start-up, Personal Capital, where he served as a manager of employees and financial advisor to clients. Andrew helped develop and test financial planning and investment software tools used by Personal Capital advisors and clients.
Andrew graduated from University of Colorado at Boulder with a Bachelor’s degree in Economics and studied for his CFP® certificate at the College for Financial Planning.
Anthony Bebich serves as investment adviser and is responsible for providing investment advice to high net worth individuals and families. Prior to joining The Investment House in 2012, he was an intern at First Western Financial. Anthony earned a BA from UCLA.
David Kahn responsible for compliance, client service, and operations for the firm. He also serves as our Chief Compliance Officer Prior to joining The Investment House in 2012, he was Director of Compliance and Operations at First Western Capital Management and Senior Vice President, Compliance and Operations at First Western Investment Management beginning May 2009. Previously, Mr. Kahn was Chief Compliance Officer at GKM Advisers. Mr. Kahn earned an MBA from the University of California at Irvine and completed the Personal Financial Planning Certificate Program at UCLA Extension. He holds the Certified Financial Planner® designation.
Samuel Metzner is responsible for client service. He ensures that all administrative and operational needs are handled accurately, efficiently and with the highest level of professionalism.
Prior to joining The Investment House in 2012, Samuel was responsible for client services at First Western Investment Management. He has been in financial services since 1998.
Samuel earned his Bachelors degree in Business Management with a concentration in Finance Management from Cal Poly San Luis Obispo.
Michael Coles is responsible for trade order execution and maintaining our portfolio accounting system. Prior to joining The Investment House in 2018, he was the Operations & Client Service Manager at First Western Capital Management. Michael has worked as a finance professional for over 25 years starting his career at Cantor Fitzgerald & Co in Century City, CA.