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About Us |
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Overview | Principals | Contact | ||||||||||||||||||
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Bud Green A. W. "Bud" Green has over 17 years of experience in financial analysis, portfolio management, and retirement plan consulting, specializing in qualified plans. In 1985, with an Economics degree from UC Davis, Bud started his career as a Securities Analyst for GFA Research Inc. As a Consultant with GFA, Bud created the nation's first rating system for Real Estate syndication firms. In 1988, Bud entered the employee benefit and retirement plan business as a founding partner of Pacific Benefit Consultants. Shortly thereafter, Bud founded Interactive Capital Management, a SEC Registered Investment Advisor providing fee based investment advisory services to defined contribution Retirement Plans. From 1994 to 2003, Bud was lead Portfolio Manager for TRI-AD Capital Management, a SEC Registered Investment Advisor, where he was responsible for the investment supervision and/or direct management of over 125 Defined Contribution and Defined Benefit Plan accounts. Bud also served as the primary marketing lead for TRI-AD's 401kChoice open architecture record-keeping services. In the course of that position, Bud was involved with the creation, implementation, and management of virtually every component of a daily 401(k) system including pricing, communication, education, plan design, mutual fund negotiation, and compliance. Bud is an Accredited Investment Fiduciary (AIF) from the Centre for Fiduciary Studies in association with the Joseph M Katz Graduate School of Business at the University of Pittsburgh. Bud lives in Santa Monica, California where he shares a home with his wife Sandy. |
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