Jeremy graduated from Utah Valley University with a B.S. in business management/finance. In 2011 Jeremy began his career as an investment advisor with Edward D. Jones. He specialized in goal based retirement planning and income and distribution planning. He then spent the next 5 years as a senior portfolio manager and partner of the Sierra Pacific Group at Morgan Stanley. He managed portfolios for high net worth and ultra-high net worth clients. He then decided to leave the big financial firms and opt for a boutique independent shop called Balboa Wealth Partners. With 13 plus years of diverse financial experience under his belt he finally felt it was time to start his own company and Tate Capital Group was born. Jeremy’s background as an entrepreneur and business owner makes him uniquely qualified to work with business owners and their complex investment needs. His area of focus is with business owners, athletes, entertainers and retirees seeking current income. Jeremy has been a public guest speaker at UCSD for their retirement association on Social Security planning, Medicare, and retirement planning. He is a member of the American Sailing Association and when not working tries to spend as much time as possible on the water. He currently resides in Newport Beach, CA.
Ken Lambert founded Peavine Capital in 2012 after serving as Chief Investment Officer of Nevada's $35 billion public pension plan. He has 31 years of investment management experience, leading investors through some of the most volatile markets in history.
At Peavine Capital, Ken provides high net worth investors the same unique, common sense investment strategy he implemented for Nevada PERS'. Peavine oversees more than $1 billion in assets.
Ken is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). His strength lies in disciplined portfolio management, calm leadership and clear communication-qualities that help investors stay confident in uncertain markets.
WHAT WE DO
Peavine Capital builds simple, efficient portfolios with one goal-deliver superior returns with less risk.
We manage core portfolios with a disciplined, contrarian approach. We actively manage asset allocation, patiently making tactical changes when valuation and investor emotions are out of sync. Our portfolios are diversified and cost efficient.
Peavine Capital claims compliance with the CFA Institute Asset Manager Code of Conduct and is voluntarily audited each year for adherence to Global Investment Performance Standards (GIPS®).
John is a senior investment professional with over thirty years of experience as a top-ranked Portfolio Manager. He has a GIPS-compliant and audited track record of success, delivering top-tier performance in Small Cap stocks. John began his career in Private Equity and as a Convertible Securities Analyst, he was also the Team Leader and CIO, overseeing fourteen investment products and over a thousand clients for a midwestern firm. He held the position of senior portfolio manager for Palley-Needelman Asset Management, inc. where he managed large, mid, and small cap stock portfolios. He was the lead Small Cap Value manager for Apex where he managed the equity portfolio for America's largest privately held insurance company. Most recently, Mr. Appleby founded his own small-cap investment firm, Rockwood Investment Counsel. John earned his undergraduate degree in Finance and a master's in business administration from the University of Southern California. He finished at the top in his class, and was a recipient of the Dean's Academic Scholarship. Mr. Appleby maintains a CFA Designation and has been featured on Bloomberg radio and television.
