ALI ARIK, PH.D.

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

          

Ali joined the team in 2011. He serves on the Investment Team and shares responsibility for investment strategy, risk management and portfolio construction. Ali also serves as an economist, earnings analyst and investment strategist, delivering insights on global and US investment issues for the investment team and advisors. He oversees Pence’s fundamental investment portfolio, individual stock selection, creation of UITs and funds selection.

Ali holds FINRA Series 7 and 66 registrations through LPL Financial.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

CHAD KRIEG

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

JORGE AGUILAR

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

IAN VENZON

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

DINA FARGALLA

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

RAMILO REYES

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE