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Collaboratively Dedicated
to Our Clients

Your Private Wealth Partners Team

Private Wealth Partners brings extensive experience and expertise to the investment management and financial planning process. Our diverse backgrounds allow us to effectively help you reach future milestones. Together, we are dedicated to our clients and to putting their interests first.

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Ken Siebel

Chairman
Ken Siebel

Ken Siebel

Chairman


Ken is the Founder and Co-Chairman of Private Wealth Partners. He has more than 50 years of experience in the investment business, including 38 years as a primary portfolio manager. 

Prior to his time with Private Wealth Partners and its predecessor firm, Ken, along with Peter Maier, founded Maier & Siebel Real Estate Investment Advisors. Previously he was a founding partner of Robertson, Colman & Siebel, along with Siebel Capital Management.

Ken holds a B.A. and an MBA from the University of Wisconsin.

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Peter Maier

Co-Chairman
Peter Maier

Peter Maier

Co-Chairman


Peter is a Co-Chairman of Private Wealth Partners. He has 34 years of experience in both real estate and securities management, as well as a distinguished career in real estate and tax law.

Prior to Private Wealth Partners, Peter founded Maier & Siebel Real Estate Investment Advisors. He was also a partner at Siebel Capital Management and previously taught Law at the University of California Hastings College of Law.

Peter holds an L.L.M. in taxation from New York University, a J.D. from U.C. Berkeley and a B.A. in Economics from Claremont McKenna College.

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William Dagley

President
William Dagley

William Dagley

President

Bill is the President of Private Wealth Partners and leads our investment management and business activities. Bill has 25 years of industry experience, the last 15 with Private Wealth Partners and its predecessor organizations.

Prior to Private Wealth Partners, Bill held an institutional trading position with Hambrecht & Quist. From 1984 to 1994, Bill was a member of the Pacific Stock Exchange.

Bill sits on the Board of Trustees at Dominican University. He holds a B.A. and an MBA from U.C. Berkeley.


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David Wong

Chief Financial Officer
David Wong

David Wong

Chief Financial Officer


David is the Chief Financial Officer and Chief Compliance Officer of Private Wealth Partners. He is in charge of all of the financial and operational affairs of the firm.

Prior to joining Private Wealth Partners, David was Corporate Controller at H&Q Asia Pacific. He is a UK Chartered Accountant and worked at Ernst & Young in London and PriceWaterhouseCooper in Hong Kong.

David holds a B.A. in economics and geography from the University of Leeds in England.


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Elyse Gottschalk

Client Services and Operations
Elyse Gottschalk

Elyse Gottschalk

CLIENT SERVICES & OPERATIONS


Elyse is a member of the Client Services & Operations Team. Prior to joining Private Wealth Partners, she worked at a specialty finance company for 9 years, as the Managing Director of Portfolio and Risk Management. Elyse has extensive experience working with high-net-worth families and individuals.

Elyse holds a B.A. from Cornell University: College of Arts and Sciences and is currently pursuing her JD as an evening student at the University of San Francisco: School of Law.

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Richard Kuchen

Senior Vice President
Richard Kuchen

Richard Kuchen

Senior Vice President


Dick is the Senior Vice President of Private Wealth Partners and is responsible for interacting with key client relationships. Before joining Private Wealth Partners, Dick worked with both HSBC Private Bank and Wells Fargo Private Bank as a Senior Vice President. He has over 15 years of experience in the financial services industry, assisting clients in meeting their investment needs.

Prior to his business career, Dick was a Division I college basketball coach for 32 years. He served as Head Basketball Coach at the University of California, Berkeley and Yale University. Previously he was an assistant coach at the University of Notre Dame, the University of Iowa and Washington University (St. Louis, Missouri).

Dick holds a B.S. in Business from Rider University.

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Katrina Sutherland

Client Services and Operations
Katrina Sutherland

Katrina Sutherland

CLIENT SERVICES & OPERATIONS


Katrina is a member of the Client Services & Operations team with over 13 years of experience in financial services. Prior to joining Private Wealth Partners, she worked in New York where she performed various positions ranging from equity trading to client services. Katrina holds a B.A. from the University of Arizona where she was also a member of the women’s cross country team.

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Jason Saxon

Head of Trading
Jason Saxon

Jason Saxon

Head of Trading


Jason joined the Private Wealth Partners team in 2005, bringing over 25 years of securities industry experience with an emphasis on trading across the full range of product types and asset classes. Jason also brings extensive operations experience to Private Wealth Partners.

Prior to joining Private Wealth Partners, Jason worked at E*Trade and helped them grow their equity and fixed income business in their New York and Menlo Park offices.

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F. Chris Greene

Director of Research
F. Chris Greene

F. Chris Greene

Director of Research


Chris is the Director of Research and a Senior Portfolio Manager at Private Wealth Partners. He is responsible for leading the firm's research and investment process. He has worked in the investment business for 25 years in various capacities, ranging from investment banking to work as a research analyst and portfolio manager for both institutional and high net-worth clients. Prior to PWP, Chris founded a successful SaaS subscription-software company focused on the statistical analysis of investments.

Chris is a CFA Charterholder, holds a bachelor’s degree in economics from Claremont McKenna College and is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.

Chris is a long-time resident of Marin County where he lives with his wife and two children.

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James Lenczowski

Research Analyst
 James Lenczowski

James Lenczowski

Research Analyst


James is an analyst in the firm’s research department and a trading assistant. Prior to joining Private Wealth Partners, James served in the Navy as a navigator aboard the USS Coronado (LCS 4).

James holds a B.S. in Economics from the United States Naval Academy.

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Matt Kalabokes

Client Services & Operations

Matt Kalabokes

CLIENT SERVICES & OPERATIONS


Matt is a member of the Client Services/Operations team. Prior to joining Private Wealth Partners, he started an investment company with his grandfather while in college. His passion for personal finance started at a young age when his grandfather taught him about investments and being on top of your personal finance. Matt holds a B.A. from Dominican University and is pursuing his CFP.


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Vickie Marinovich

Executive Assistant
 Vickie Marinovich

Vickie Marinovich

Executive Assistant


Vickie has over 13 years of experience as an executive assistant in the financial services industry, prior to which she worked as an onboard flight attendant supervisor at United Airlines. Vickie provides direct support to Bill Dagley and Peter Maier. 

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Cynthia Bansen

Executive Assistant to the Chairman
Cynthia Bansen

Cynthia Bansen

Executive Assistant to the Chairman


Cindy has been with Private Wealth Partners for over 20 years as Executive Assistant to Ken Siebel. She also provides support to the company in the area of Human Resources. She was previously the Administrative Manager for St. Paul Fire and Marine Insurance Company and Advertising Sales Supervisor for The Oregonian Publishing Company. Cindy attended Southern Oregon University and received her Certificate in Human Resources Management from Portland State University.