Employee Profiles
Nancy Mullally – CEO
 |
Nancy began her career in 1976 with Merrill Lynch in the operations division. In 1979 she joined Paine Webber and worked in the Municipal Institutional Sales Department . In 1981 she joined Dean Witter and worked on the Municipal Trading Desk. Working for 3 of the larger Wall Street firms, she was able to acquire a vast knowledge of the industry. Nancy Mullally started Alamo Capital in 1987 and has since developed a client base of over 400 institutional clients. She also manages the remarketing desk with over 750 million in bonds that are reset on a weekly basis. Nancy has a BA from St. Mary’s College of California’s Executive Business Management Program. Direct: (925) 472-5730 |
Bill Mullally – President
 |
With over 40 years of experience with securities markets, Bill was head trader for both Security Pacific National Bank and Stone & Youngberg. He was the branch manager for the municipal bond department for Paine Webber (San Francisco), and is a registered municipal bond and equities principal. Bill has a Business Administration degree with a focus in Marketing from from CSU Long Beach. He enjoys golfing, motorcycling, skiing, photography and wine tasting. Bill has two sons who work for Alamo Capital and one daughter. Direct: (925) 472-5720 |
Information
Billy Schmohl – VP of Investment Information
 |
Billy is responsible for municipal bond research at Alamo Capital. He began his investment career in 2005, trading and managing municipal bond portfolios for an investment advisor based out of Santa Barbara, CA. Prior to joining Alamo Capital, he was a trader for Natixis Asset Management, and did fixed income sales for MF Global. Billy graduated from the University of Colorado at Boulder with a Bachelor of Arts in Economics, and holds FINRA Series 7, 63, and 65 licenses. In his free time, Billy enjoys skiing, golfing, tennis, and softball. Direct: (925) 472-5700 |
Institutional
Tim Culleton – VP Institutional Sales
 |
Tim Culleton was born in Sacramento and has lived in the Bay Area since graduating from UC Berkeley, with a Bachelor’s degree in Economics. Tim began his career at Montgomery Securities in San Francisco, followed by becoming a Vice President at Thomas Weisel Partners in 2000. Tim was a Vice President on the Convertible Bond Trading Desk at Thomas Weisel Partners prior to joining Alamo Capital. Tim lives in Moraga with his family and enjoys participating in a variety of outdoor sports in his spare time. Direct: (925) 956-0131 |
Matt Jackson – VP Institutional Sales
 |
Matt has over 16 years of experience in the municipal bond field. Matt began his career at Franklin Templeton where he was a Municipal Bond Portfolio Manager for almost 10 years. Most recently, Matt was an Institutional Salesman with the Royal Bank of Canada (RBC) Capital Markets in San Francisco. At Alamo Capital Matt specializes in Municipal Bonds. Matt was born and raised in San Francisco. Matt enjoys playing golf and basketball in his free time. He has a Bachelors of Science and a Masters of Business Administration in Finance from the University of San Francisco. Direct: (925) 472-5717 |
Gordon Hoo- VP Institutional Bond Sales
 |
Gordon has spent his entire professional career of over 20 years on Wall Street. He began his first 5 years with Merrill Lynch Institutional Bond Portfolio Strategies Group analyzing and trading structured portfolio strategies with municipalities, insurance companies, pension funds and money managers. He then moved onto the Global Swaps Desk covering pension plan sponsors and municipalities for guaranteed fixed and floating rate products. After Merrill Lynch, Gordon worked the next 9 years with PaineWebber/ UBS Securities in the Institutional Taxable Fixed Income Group and Municipal Securities Group covering municipalities for general fixed income sales and for structured municipal products. A lifelong east coast resident, Gordon relocated to San Francisco to sell taxable and tax-exempt bonds to municipalities and wealth managers with Stone & Youngberg LLC for 7 years. Gordon holds FINRA series 7, 9, 10, 24, 63 and MSRB series 53 licenses. Gordon attended Columbia University for his Bachelor’s Degree and pursued his post graduate MBA at Baruch College of the City University of New York. Direct: (925) 956-0133 |
Ben Mullally – VP Institutional Sales
 |
Ben Mullally is on Alamo Capital’s Institutional desk focused in Sales . He currently holds his series 7 and 63 licenses. His hobbies are basketball, golf, and cooking various gourmet meals. Direct: (925) 956-0126 |
Gabe Velasquez – Institutional
 |
Gabe Velasquez started at Merrill Lynch in the equity markets and moved to Fisher Investments to build relationships with high net worth individuals and increase his knowledge of capital markets theory. At FXCM, Gabe worked during Asian Market Hours serving clients with currency trading and developed a successful trading strategy for beginners. He is a CSU Chico Alumni, a member of the Diablo View Rotary Club and is currently working on pursuing his CFA designation. Gabe was a NCAA Track and Field Athlete and enjoys playing golf and participating in triathlons. Direct: (925) 956-0130 |
Brad Taylor – Institutional Sales
 |
Brad was born and raised in the East Bay. He attended St. Mary’s College of Moraga, graduating with a B.A. in Communication. Brad became a certified sommelier in 2006 and some of his hobbies include wakeboarding, snowboarding, scuba diving, and enjoying wine with his friends. At Alamo Capital he works within the instituional department. Brad holds his FINRA Series 7, 66 and 53. Direct: (925) 472-5720 |
Marketing
Sandra Carone – VP of Marketing and Recruiting
 |
Sandra manages all marketing campaigns that support the sales team at Alamo Capital. Along with marketing, Sandra is the driver of all internal recruiting efforts to help build the internal team with quality individuals. She has 4 years in the marketing and recruiting industry. Sandra received her BS in Business Administration with a focus in Marketing from CSU Chico. She holds the FINRA series 7, 63 and 24 licenses. Her hobbies are traveling, bike riding, softball and snowboarding. Direct: (925) 472-5717 |
Operations
Allison Kent-Aster – Chief Compliance and Operations Officer
 |
Allison has been in the investment industry for 20 years and has extensive knowledge of Brokerage Operations, Compliance and Supervision. She has previously worked for Fidelity Investments, A.G. Edwards and Round Hill Securities. She assists in all aspects of running and supervising the firm, and continually strives to provide the best products and services available to our clients and our brokers. She holds the FINRA Series 7, 63, 65 and 24. Direct: (925) 472-5700 |
Rene Allen – Operations Assistant
 |
Rene has over 17 years experience in the financial services industry. She began her career at Morgan Stanley where she was a Senior Client Service Associate. Rene was born and raised in the Bay Area where she attended Holy Names High School and Diablo Valley College. Rene enjoys everything outdoors like camping, off-roading, hunting, and many other activities. Rene’s greatest joy is her dogs, which are her fur kids, and spending time in the mountains. She is working towards her FINRA Series 7 license. Direct: (925) 472-5700 |
Linda Ferguson – Registered Sales Assistant
 |
Linda is in our Las Vegas office, she previously had worked the last 5 years in Reno, Nevada. Linda has over 20 years in the securitities industry and holds the FINRA Series 7 and 63 licenses. Her hobbies include golfing, water sports, bowling and most outdoor activities. Direct: (702) 804-4000 |
Connie Francis – Registered Sales Assistant
 |
Connie comes to Alamo Capital with 30+ years of trading, administration and client relations experience, and especially enjoys working with clients. Originally from the Midwest, Connie attended Augsburg College and the University of Minneapolis. She holds securities licenses Series 7 and 63 and a Certificate in HR Management from San Francisco State University. She is currently working to pass the California Life and Health Insurance exam. Direct: (925) 472-5700 |
|
|
|
|
Nancy Russell – Office Assistant
 |
Nancy dedicated 30+ years of service to the lending side of financial services with CitiFinancial and Avco Financial Services before moving to the investment side with Alamo Capital. She earned her Bachelor of Science degree in Business Administration and Project Management at the University of Phoenix. A native of Chicago, Nancy moved to the San Francisco Bay Area in 1976 and enjoys traveling with her husband and friends. She is also active in the local Ford Mustang club driving her 1966 Convertible in parades and showing it in local car shows.. Direct: (925) 472-5700 |
Technology
Luis Gutierrez – IT Manager
 |
Luis has over five years’ experience in Information Technology and is Microsoft Professional and CompTIA A+ certified. He currently facilitates Alamo Capital’s computer systems in all locations. He is completing his Associates of Art Degree at DVC and plans to transfer to a 4 year University. He enjoys traveling and has visited every country in Central America. Direct: (925) 472-5700 |
Retail
Barney Barnato – VP Investment Counselor
 |
Barney is a registered investment adviser (RIA) in the State of California with over 20 years of experience in municipal bonds. After achieving the highest score as a National Math Scholar, Barney Barnato went on to study at San Francisco State University where he received a degree in International Business Management. In 1985 he joined First California Capital Markets, which later led to his being recruited by UBS. Barney hobbies include enjoying fine cigars and spending time with his wife, 2 year old twins and daughter who is currently attending UC Berkeley. Direct: (925) 956-0132 |
Bill Egan – VP Investment Counselor
 |
William has been in the financial industry since 1980 and became a stockbroker in 1983. He was born and raised in San Francisco, attending Saint Gabriel’s Grammar School, Saint Ignatius College Prep High School, and Saint Mary’s College in Moraga, where he received a BA in English in 1977. William played 3 years of varsity tennis in college, as well as serving as sports editor for the school newspaper for a year and a senior on the school’s board of directors. William has a great relationship with his clients and feels they are impressed by his preparation, knowledge and integrity. He specializes in equities, retirement accounts and bonds. William is happy to serve a client in any way he can. Direct: (925) 956-0135 |
Adam Gold – VP Investment Counselor
 |
Prior to Joining Alamo Capital, Adam was an Associate at Next-Gen Ventures, an early stage Venture Capital fund located in San Francisco. There he focused on raising capital and sourcing investment opportunities. Adam graduated from the University of California at Berkeley with a B.A. in Economics. At UC Berkeley, Adam was a member of the NCAA California Golden Bears baseball team as a pitcher before being selected by the San Diego Padres in the amateur baseball draft. Adam enjoys all outdoor activities including Golf, Snowboarding, and Baseball. Direct: (925) 956-0124 |
Nicole Lim – VP Investment Counselor
 |
Nicole Lim joins Alamo Capital as a Vice President of Investments. Nicole has been in the Financial Industry since 1994 and enjoys working with her clients to achieve their long-term financial success. Nicole emphasis on portfolio management, 529 plans, equities, and insurance and retirement planning. Nicole received her Bachelor’s Degree in Psychology at the University of California, Irvine. Direct: (925) 956-0124 |
Russell H. Meers, Jr. – VP Investment Counselor
 |
Russell has been a financial advisor since May 1993. Prior to joining Alamo Capital, he had been a Vice President at Morgan Stanley Dean Witter and Wells Fargo Securities Inc. Russell holds NASD Series 7 and 63 licenses. He completed his freshman year of college by attending the Virginia Military Institute in Lexington, Virginia. He earned a Bachelor of Arts degree from the University of Georgia in 1973. While attending the University of Georgia, Russell became a member of the Sigma Alpha Epsilon fraternity and held the office of Treasurer during his junior year. He is the proud parent of two children and has lived in San Francisco since 1975. Russell specializes in investment planning, retirement plans and implementing tax saving strategies. Direct: (925) 472-5715 |
Bill Melzer – VP Investment Counselor
 |
Bill has over 30 years experience in all facets of the tax-exempt marketplace with the ability to fulfill the needs of his clientele. Direct: (415) 994-3650 |
Gary Mynatt – VP Investment Counselor
 |
With over 29 years of experience within the securities market, Gary started his career at E.F. Hutton & Co where he spent 7 years, then moved to Wedbush Morgan Securities for 19 years, next to SMH Capital for 3 years. Gary joined Alamo Capital in 2009 as the first broker in the Las Vegas office. Gary has been married to for 42 years. His hobbies include cooking, wine, art and is a current member of the Sterling Country Club in the Turnberry Towers. Direct: (702) 804-4000 |
John Sadeghi – VP Investment Counselor
 |
John has over 20 years of investment advisory experience in both the institutional and retail arenas. He is a Municipal Bond and General Securities Principal with an emphasis on fixed-income products. As a Registered Investment Advisor (RIA), John advises on wealth management and creates personalized bond ladder portfolios. John is an authority on fixed-income products and has contributed several articles to local publications on this subject. John received a BA degree from the University of California, Davis, where he graduated with honors. Direct: (925) 472-5753 |
Rob Wong – VP Investment Counselor
 |
Rob was born and raised in the San Francisco Bay Area and holds a B.S. degree in Business / Computer Information Systems. Rob began his financial services career at Lehman Brothers as a specialist in their Private Client Group where he obtained his Series 7 and 63 licenses. Rob brings 17 years of investment advisory experience to Alamo Capital where his specialty will be personal wealth management with an emphasis on portfolio construction and long-term financial planning. He previously was a Vice President at Redwood Securities in San Francisco and is excited to join Alamo Capital as a Vice President in our Client Investment Group. He resides in Alameda with his wife and two children.Direct:(925) 472-5713 Toll Free: (877)68-ALAMO Email: rwong@alamocapital.com |
Walt MacCarron -Senior Vice President
|
Walt has over 30 years of experience in all phases of stock brokerage ranging from retail to institutional sales. Also, considerable experience managing retail branch offices and institutional equity trading desks. Worked for several prestigious firms such as Kidder Peabody, Drexel Burham and Lehman Bros. Has successfully navigated through 6 bull and bear markets, bringing real-time experience helping affluent investors manage their financial affairs. Walt holds the FINRA Series 7, 63, 66, 24 and the Nevada Health and Life Insurance licenses. Direct: (702) 804-4154 |
Trading
George Hribar – VP Municipal Trading
 |
George is a graduate of Villanova University, where he was finance major and captain of the lacrosse team. George joins our trading department with over 7 years of experience in the municipal market. George was a Vice President at Chapdelaine and Company in New York City where he was an inter-dealer broker focusing on the California market. Most recently, George was Head of New Business Development at Sixx Design; a real estate development firm located in Manhattan. He currently holds his FINRA Series 7, 66 and 53 licenses. George recently relocated to San Francisco with his wife and identical twin boys. Direct: (925) 472-5720 |
Andrew Jensen – Trading
 |
Andrew is a graduate of University of California, Irvine where he obtained an Economics degree. Andrew has worked for Alamo Capital since 2003 as IT support, but has been promoted to our trading department focusing on trading municipal bonds. He holds the FINRA Series 7 license. In his spare time Andrew enjoys playing outdoor sports and watching local sports teams. Direct: (925) 472-5718 |
John Bannon – Head Agency and Treasury Trader
 |
John brings extensive U.S. Treasury and Agency trading experience to Alamo Capital . John started trading for Kidder Peabody in New York City as a Repurchase Agreement Trader . Moved to Bank of America in San Francisco and started trading U.S. Treasury Securities . Traded the entire U.S. Treasury curve from Bills to 30 year bonds , including stints trading in London, Tokyo and Hong Kong over a 16 yr period. Most recently John has been with Stone & Youngberg in San Francisco as Head Agency Trader and Underwriter. John holds the FINRA Series 7 and 63 licenses. John graduated from Villanova University with a degree in Economics . Direct: (925) 472-5720 |
Sara Johnson – VP Trading
 |
Sara recently graduated from UC Berkeley with a B.A. in Sociology. She has been working in the financial industry for over 5 years. She enjoys playing softball, bowling, and watching movies. Direct: (925) 472-5720 |
Ryan Kent – Facilitation Engineer
 |
Ryan Kent has been with Alamo Capital for over 2 years. He is a student at a local college pursuing his educational goals. Ryan assists in our operation department. His hobbies are snowboarding and all outdoor sports. Direct: (925) 472-5720 |
Chris Leung – VP Trading
 |
Chris was born and raised in Hong Kong before coming to the United States to attend Pacific Union College in the Napa Valley, where he graduated with a degree in Business Administration with an emphasis in Information Systems. He worked in Southern California for a year and a half before recently deciding to move back to the Bay Area to be close to his family. Chris also loves playing soccer and basketball and enjoys all kinds of outdoor sports. Direct: (925) 472-5720 |
Nick Mullally- VP Mortgage Backed Securities Trader
 |
Nick attended California State University, Chico where he graduated with a bachelors of science in business administration with an emphasis in marketing and a minor in international business. Nick was a member of the Division I men’s rugby team at Chico and now plays for the division II men’s Diablo Gaels rugby club. At Alamo Capital Nick specializes in Mortgage-Backed Securities. His other hobbies include golf and travel. Direct: (925) 472-5720 |
Patrick Simmons, Seattle – Trading
|
1420 5th Avenue #3020 Seattle, WA 98101 Direct:(206) 224-8787 |