People who make a difference. Not excuses.
The staff of Pacific American Securities is comprised of seasoned professionals with the experience and skill to effectively meet the needs of institutional investors and high net worth individuals.
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Michelle Morton President, Chief Executive Officer |
Constance L. Gibbs Chief Compliance Officer, Chief Financial Officer |
Steven S. Brixey III Senior Vice President, Director of Fixed Income |
Randy Schiffman Managing Director of Operations and Information Services |
President, Chief Executive Officer
Ms. Morton has been in the investment industry since 1983 and has an extensive understanding of both the buy side and the sell side of the business. Prior to the founding the Pacific American Securities, Ms. Morton was a Vice President of Mellon Private Asset Management. Her responsibility in that role included leadership in expanding Mellon's presence among high net worth investors in Southern California. Before joining Mellon, she was an Assistant Vice President and Treasury Officer with Union Bank. At Union, her duties included providing investment services to the bank's corporate clients as well as its high net worth clientele. In her capacity as President and CEO, Ms. Morton is responsible for the day to day operations and marketing of both Pacific American Securities and Pacific American Advisors.
In recognition of her leadership abilities, Ms. Morton was a finalist in the Working Woman/AT&T General Excellence category of the Working Woman Entrepreneurial Excellence Awards for 2001. As a member of the Board of Trustees of her alma mater from 2001 until 2006, she served as Chair of its Finance Committee from 2003 until 2005 and as Chair of the Board from 2005 until 2006. In January of 2007, Ms. Morton was elected to the Board of Trustees of the Cancer Institute of New Jersey Foundation. Ms. Morton also served as a Producer on the award winning documentary film, "Little Man" directed by Nicole Conn.
Ms. Morton holds a Bachelor of Arts degree in Economics from Hood College and Series 7, 63, 24, and 87 securities licenses
Chief Compliance Officer, Chief Financial Officer
Ms. Gibbs is both the Chief Compliance Officer and CFO (FINOP) at PAS. She and her staff ensure that the firm and staff comply with FINRA regulations, and that all reporting (both financial and non-financial) is done on a timely basis. Ms. Gibbs has been in the investment industry since 1988. She has been a Chief Compliance Officer for 15 years and has operated as a FINOP for 18 years. During her career, she has worked as Compliance officer at both broker/dealers and investment advisory firms. Ms. Gibbs has been with Pacific American Securities since its inception in 1997. She holds Series 7, 24, 27, 52, 55, 63, and 65 licenses.
Back to TopSenior Vice President, Director of Fixed Income
Mr.Brixey has been in the investment since 1984 and is a founding employee and minority share holder of Pacific American Securities, LLC. As Director of Fixed Income, he oversees all corporate and municipal fixed income trading and underwriting for the firm. Before joining Pacific American, He was Director of Fixed Income Sales and Underwriting for Yaeger Capital Markets, Inc.
Mr. Brixey's depth of experience in the fixed income arena has allowed Pacific American to successfully expand its fixed income division.
Mr. Brixey holds a Bachelor of Arts Degree in Business Economics from the University of California at Santa Barbara. He received his Masters of Business Administration in Finance from the University of Southern California. He holds Series 4,7,24,27,53,55,63, and 65 securities licenses.
First Vice President, Managing Director
Mr. Johnson heads the Syndicate department at Pacific American Securities, LLC. An Equity Trader since 1972, Mr. Johnson was Senior Managing Director of Equity Sales Trading at Blaylock & Partners, L.P. before joining Pacific American. While there, he was responsible for the development of Blaylock's equity trading, sales, and syndicate activities. Before joining Blaylock, Mr. Johnson served as Managing Director of Corporate Equities as well as Head of Equity Trading at Chapman Company. In addition, Mr. Johnson served as Vice President and a NASDAQ Sales Trader at Sherwood Securities, a Partner and Equity Trader at Brean Murray Foster Securities, and a Vice President at Kidder Peabody and Co. where he established the firm's NASDAQ Block Trading Department.
Mr. Johnson received his MBA in Finance from Columbia University's Graduate School of Business and his BA in American History from Columbia College. Mr. Johnson served as a Director of the Episcopal Church Foundation, and was a Trustee of the Walters Museum in Baltimore, MD. He holds Series 7, 24, 55, and 63 securities licenses. Mr. Johnson has been a contributing stock market commentator to CNBC, Dow Jones News, and Bloomberg Television.
Senior Vice President, Marketing
Eric has 19 years of experience in the investment industry. Prior to joining PAS, he was a Principal with Greentree Securities where he was responsible for the company's business development, strategic planning, and client relations. In addition, he integrated trading, technology, and research into a customized service for each client. Before joining Greentree, Eric served as a Senior Vice President with Pryor, Counts & Company, Inc. When he opened the Columbus office in 1988, it became the most successful branch office in the company. Eric has frequently held lectures on investing for individuals responsible for managing public funds.
Eric received Bachelors of Arts degree in Economics from the University of Pennsylvania. He holds Series 7, 24, and 63 licenses. Eric is active in his local and extended communities and currently serves on the Board of Housing Partnership in Columbus, OH.
Managing Director of Operations and Information Services
Mr. Schiffman has extensive experience working in high stress/high availability environments. Before joining PAS, he worked for Syzgy Technologies as a Senior Engineer supporting the testing and development of software and hardware systems used by the US Navy. Prior to joining Syzgy Technologies, Mr. Schiffman was an Electronics Technician with the US Navy. During his deployment during Desert Storm, he was recognized for maintaining "99.9% uptime" on equipment that was critical to his battle group.
Mr. Schiffman received a Bachelors of Science degree in Computer Science (cum laude) from National University. Mr. Schiffman leads a team of technology consultants (based in both New York and San Diego) retained by Pacific American to ensure that all of our systems, especially our trading and clearing systems, operate efficiently. He holds Series 7,24 and 63 securities licenses.