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Overview | Mission | Biographies | Contact Us Friday, November 21, 2008
About Us
Account Management
Private Client Group

Alan Lipman
Alan Lipman is Senior Vice President of the Private Client Group. Mr. Lipman has approximately 44 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1995, Mr. Lipman operated his own investment-counseling firm for 35 years. Mr. Lipman earned a B.A. and an M.A. from the University of California, Los Angeles.

Curt M. Biren
Curt M. Biren is Senior Vice President of the Private Client Group. He has approximately 23 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1999, he worked as a Financial Adviser at Sanford C. Bernstein & Company. He earned a B.A. from the University of California, San Diego, an M.A. in Public Policy from The George Washington University, and an M.B.A. from The Wharton School at the University of Pennsylvania. Mr. Biren is a member of the CFA Institute, the CFA Society of Los Angeles, Inc., the Investment Management Consultants Association, and the Financial Planning Association. He is an Accredited Investment Fiduciary®.

Roy W. Reeves
Roy W. Reeves is Senior Vice President and a member of the Private Client Group. He has approximately 45 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1990, Mr. Reeves was a Regional Sales and Marketing Manager for E.F. Hutton and Donaldson, Lufkin & Jenrette. Mr. Reeves earned a B.A. from California Polytechnic State University, San Luis Obispo, and an M.B.A. from the University of Southern California. He served as Chief of Protocol of track and field for the Los Angeles Olympic Organizing Committee, as a member of the Board of Directors and Committee Chairman of the Pasadena Tournament of Roses, and as a member of the Board of Governors, General Alumni Association of the University of Southern California.

Caleb "Spuds" Powell
Caleb “Spuds” Powell is Senior Vice President of the Private Client Group. He has approximately 16 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2004, he worked as the National Sales Manager for Financial Engines, a firm founded by Nobel Laureate, Dr. William Sharpe, to provide institutional-quality investment advice and investment-management services to millions of investors. Before working at Financial Engines, Mr. Powell was a retirement plan Consultant for Retirement Plan Strategies, after spending the first four years of his career in a variety of roles at Franklin Templeton Funds. He earned a B.S. in Industrial and Labor Relations from Cornell University, where he was awarded the Cornell Tradition Fellowship for leadership and academic achievement, and played varsity football.

Olivier Cornet
Olivier Cornet is Senior Vice President of the Private Client Group. He has over 11 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2008, he worked as a Senior Vice President, Wealth Advisor at Engemann Asset Management, advising high-net-worth individuals and families in the development and implementation of customized asset allocation programs. Before that position, Mr. Cornet worked in a similar capacity at both Northern Trust and Roxbury Capital. He earned a B.A. in Economics from the University of California, Los Angeles. Mr. Cornet is a Director of the Los Angeles French American Chamber of Commerce.

Cynthia Teti
Cynthia Teti is Vice President of the Private Client Group. She has approximately 8 years of experience in the financial services industry. Before joining Kayne Anderson Rudnick in 2008, Ms. Teti was a Manager at Accenture, a global consulting firm, where she managed client relationships with various investment banks and asset managers within the firm’s capital markets practice. Ms. Teti also held previous roles at Barclays Global Investors and Oppenheimer & Co. She earned a B.A. in Political Science from Yale University and an M.B.A. from the University of California, Los Angeles.

Portfolio Advisers

Brian Elliott
Brian Elliott is Chief Marketing Officer, a Senior Portfolio Adviser, an Investment Specialist who is a member of the domestic and equity research and portfolio management group, and a member of the Executive Management Committee. He has approximately 17 years of experience in the investment management industry. Before rejoining Kayne Anderson Rudnick in 2004, Mr. Elliott was Vice President at AllianceBernstein Investment Research and Management. Before that position, he was Vice President, Advisory Services for Kayne Anderson Rudnick. Mr. Elliott earned a B.A. in Economics from Southern Methodist University, an M.B.A. from the University of California, Irvine.

Aaron A. Reed, CIMA, CIMC
Aaron A. Reed, CIMA, CIMC, is a Senior Portfolio Adviser, an Investment Specialist who is a member of the domestic equity research and portfolio management group. He has approximately 18 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2007, Mr. Reed was a Vice President covering several investment solutions for Nuveen Investments in the Midwest. Before that position, he was Vice President for Nicholas Applegate responsible for marketing managed money and mutual funds. Mr. Reed earned a B.S. in Economics, with a minor in Business Finance, from Oklahoma City University. He is a member of the Investment Management Consultants Association. Mr. Reed earned the Certified Investment Management Analyst (CIMA) designation form the Wharton School at the University of Pennsylvania and the Certified Investment Management Consultant (CIMC) designation from George Washington University.

Steven G. Weyland, CFA
Steven G. Weyland, CFA, is a Senior Portfolio Adviser, an Investment Specialist who is a member of the domestic equity research and portfolio management group. He has approximately 17 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2008, Mr. Weyland was an Investment Adviser and Vice President for JPMorgan Chase, overseeing high-net-worth and institutional assets. Before that position, he was a Regional Consultant for Placemark Investments and the Director of Consulting Services for Hilliard Lyons. Mr. Weyland earned a B.B.A. in Finance and Marketing from the University of Kentucky and he is a Chartered Financial Analyst charterholder.

Dan Park
Dan Park is a Portfolio Adviser, an Investment Specialist who is a member of the domestic equity research and portfolio management group. He has approximately 13 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1999, Mr. Park was a Senior Analyst in the Performance and Asset Management Divisions of Wilshire Associates, Inc. Mr. Park earned a B.S. in Business Administration from California State University, Northridge.

Nicole A. Engel
Nicole A. Engel is a Portfolio Adviser, an Investment Specialist who is a member of the domestic equity research and portfolio management group. She has approximately six years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2008, Ms. Engel was a Research Associate for Bel Air Investment Advisors with primary responsibilities for the due diligence and oversight of the firm’s multi-manager platform. Before that position, she was an Assistant Vice President for Trust Company of the West. Ms. Engel earned a B.S. in Mathematics from the University of California, Los Angeles.