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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.

nmullally@alamocapital.com
(925) 472-5730
(800) 362-5260

Bill Mullally - President

Bill Mullally With over 35 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 three children, all attending college. He enjoys all sports, including softball, basketball, golf, and motorcycling.

bmullally@alamocapital.com
(925) 472-5720
(800) 748-5087

Allison Kent-Aster - Vice President - Financial Operations

Allison Kent-Aster has been in the industry for 17 years and has extensive knowledge of Brokerage Operations, Compliance and Supervision. She began her career at Fidelity Investments as a Cashier, then was recruited to AG Edwards where she advanced to Operations Manager. After 7 years there she came here to Alamo Capital in 1997 where she performed in several capacities, such as Assistant Sales Manager and Staff Supervisor. In 2000 she was recruited to Round Hill Securities, where she was a Regional Compliance Manager and Regional Sales Supervisor for 5 years, until the firm was bought out in July 2005. Allison came back to Alamo Capital in February 2006 and now is a Vice President. She assists in all aspects of running and supervising the firm, and continually strives to provide the best products and services available for the firm, our brokers and our clients.

akent@alamocapital.com
(925) 472-5700
(800) 645-5560

Bill Egan - Vice President - 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.

began@alamocapital.com
(925) 956-0135
(800) 645-5560

Russell H. Meers, Jr. - Vice President - Investment Counselor

Russell Meers 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.

rmeers@alamocapital.com
(925) 472-5715
(800) 645-5560

Bill Melzer - Vice President - 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.

bmelzer@alamocapital.com
(415) 994-3650
(800) 645-5560

John Sadeghi - Vice President - Investment Counselor

John Sadeghi John has over 15 years of investment advisory experience in both the institutional and retail arenas. He is a Municipal Bond and General Securities Principal with an empasis 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.

jsadeghi@alamocapital.com
(925) 472-5753
(800) 645-5560

Daniel A. Vargas - Vice President

Dan was born in Austin, TX and moved to San Carlos, CA in 1981. After graduating from California State East Bay in 1988, Dan began his financial services career at Franklin Templeton Investments. Upon obtaining his series 7, 63 and California Insurance licenses in 1992 he continued his career with Smith Barney, UBS, and First Bank. Dan takes a conservative approach to helping his clients reduce taxes and maximize returns. His daughters Diana and Kayleigh keep him active in the Walnut Creek area. He enjoys community service activities with Kiwanis and the Chamber of Commerce,managing local Softball teams, golf and travel. Dan is enthusiastic and persistent in his efforts to help his clients and is excited about joining Alamo Capital as Vice President on November 1st, 2007.

dvargas@alamocapital.com
(925) 472-5714
(800) 645-5560

Patrick Simmons, Seattle - Trading

1420 5th Avenue #3020 Seattle, WA 98101
psimmons@alamocapital.com
(206) 224-8787

Sara Johnson - 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.

sjohnson@alamocapital.com
(925) 472-5720
(800) 748-5087

Chris Leung - 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.

cleung@alamocapital.com
(925) 472-5720
(800) 748-5087

Rob Wong - Vice President - 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.

rwong@alamocapital.com
(925) 472-5713
(800) 645-5560

Nicole Lim - Vice President - 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.

nlim@alamocapital.com
(800) 645-5560
(925) 956-0124

Henry Lim - Senior Vice President

Henry has been an investment broker for over 37 years and was previously a Senior Vice President at Redwood Securitas in San Francisco; CA. Henry is a Bay Area native and was born and raised in Oakland, California. He received his BA in Business from Golden Gate University. At Alamo Capital Henry specializes in equities for personal accounts.

hlim@alamocapital.com
(800) 645-5560
(925) 956-0132

Kathleen Coppo - Operations Assistant

Kathleen Coppo joins Alamo Capital as a member of the Operations Team. She is a 2001 graduate of Fairfield University in Connecticut. After graduating from college, Kathleen moved to New York City to work for Municipal Partners as a broker’s broker where she obtained her Series 7 and 63 licenses. In 2005 she was accepted into the JPMorgan Chase Fundamental Markets Analyst Program. Upon completion of the program, she worked in JPMorgan’s Tax Exempt Capital Markets division until she relocated to Walnut Creek in early 2008.

kcoppo@alamocapital.com
(800)645-5560
(925)472-5700

Christian Giquinto - Vice President

Mortgage Back Securities Prior to coming to Alamo Capital Chris worked for HSBC Securities in San Francisco selling mortage backed securities to money managers, banks and government institutions. Enjoying the diversity of fixed income products, Chris also worked for Bear Stearns and Company for eight years as Vice President of Institutional Sales of Mortgage Backed securities. Working at Bear Stearns, enabled Chris to gain understanding in this complex market.Chris graduated from Boston University with a BA in English in 1996. Chris lives in San Francisco with his wife and young son and he enjoys fishing and traveling.

cgiquinto@alamocapital.com
(800) 645-5560
(925) 956-0126

Ryan Harold

Ryan attended Saint Mary’s College of California, where he graduated with a BSE in Accounting and a Business Administration minor with an emphasis on Finance. Ryan graduated from Saint Mary’s in 2006 and worked for PriceWaterhouse Coopers LLP for a year before coming to Alamo Capital. Ryan enjoys the personal interaction of Sales and Trading. In his spare time Ryan enjoys watching and playing in a variety of sports. Among his favorites are: Basketball, Snowboarding, and Skateboarding. Ryan has a love for music and plays the guitar, bass, drums, and piano.

rharold@alamocapital.com
(800) 362-5266
(925) 472-5700

 

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201 N. Civic Drive, Suite 145, Walnut Creek, CA 94596 (Map)
Phone: (800) 645-5560 | Fax: (925) 472-3909 | information@alamocapital.com