Steven L. Re’, CFA, Founder, Chief Executive Officer, Portfolio Manager
Mr. Ré graduated from the University of Southern California in 1975. He began his career as a financial analyst in corporate banking at Lloyd’s Bank of California. This time period marked one of the worst recession’s in the United States since the 1930′s, and not unlike the present, it proved to be both a challenging period for lenders, and a highly educational environment for financial analysts. Mr. Ré entered the investment business as a stockbroker, working at Bateman Eichler, Hill Richards and Drexel Burnham Lambert. Evolving from a broker to a fee-based investment advisor in 1986, Mr. Ré continued his work at Sutro Investment Management Services and Freedom Capital Management. He founded Quality Growth Management in 1995.
In a business where frequent turnover is the norm, Mr. Ré has achieved an extraordinarily high level of client retention, in fact Mr. Ré’s first major client is still with him after some 35 years of uninterrupted service. Mr. Ré has achieved this outstanding record by serving each of his clients with unquestionable integrity, intelligent insight, and by protecting and growing client assets despite times of rapid change and shifting markets.
Mr. Ré is a holder of the right to use the Chartered Financial Analyst designation (CFA®). This designation, granted by the CFA Institute, is attained only by meeting the most rigorous of standards, and demonstrating a track record of the highest levels of professional and personal conduct.
Ré is a former president and member of the Board of Directors of the CFA Society of San Diego and a former president and member of the Board of Directors of the Fairbanks Ranch Association. He recently served on the University of Southern California Alumni Association Board of Governors. In the past he has served as Treasurer of The Bishop’s School athletics support group, and Moderator of his church.
CFA® and Chartered Financial Analyst™ are trademarks owned by the CFA Institute.
David Marchesani, CFA, Senior Equity Analyst
David R. Marchesani, CFA has been active in the investment management industry since 1996. He began his career with Hewitt Investment Group, an investment consulting firm specializing in institutional clients. At Hewitt, David assisted clients with asset allocation studies and ongoing evaluation of investment managers. After Hewitt, David worked in various analytical capacities for several investment managers, including Systematic Financial Management, HGK Asset Management, and Nicholas-Applegate Capital Management. Mr. Marchesani is an avid tennis and volleyball player, and has been a member of The Nice Guys of San Diego since 2008, a local charity which focuses on “offering a hand-up, not a hand-out.” Mr. Marchesani received a Bachelor of Science in Finance from Indiana University, a Master of Science in Entrepreneurship from San Diego State University, and has been granted the Chartered Financial Analyst designation by the CFA Institute. David joined Quality Growth Management, Inc. in 2005.
