With Ernst & Young, LLP, 1985-1991. Private practice accounting, 1991—2002. Founder, president, Chief Executive Officer, Pacific Heights Asset Management, LLC, since 2002.
Treasurer Permanent Portfolio Family of Funds, Inc., 1993-1907, board directors, since 1998, president, since 2003, secretary, since 2007. Treasurer World Money Securities, Inc., 1993-1996, Bullion Security Corporation, 1993-1902, Passport Finance, Inc., 1993-1902.
Member American Institute of Certified Public Accountants (private companies practice section, management consultant practice section, personnel finance planning practice section, tax practice section), Massachusetts Society of Certified Public Accountants, California Society of Certified Public Accountants, electronic data processing Auditors Association.