Kevin Tanner founded Saratoga Research & Investment Management in 1995, establishing the firm’s foundational investment philosophy. Since then he has developed and implemented the firm’s research and investment process while simultaneously recruiting and developing the other 20 members of his team. Kevin was sole owner of the company until 2017, at which time he began the process of implementing the firm’s succession plan and transferring ownership to his other teammates. He now holds the titles of Chairman of the Board, Chief Executive Officer and Chief Investment Officer, and has final say on all significant firm matters and investment decisions. Prior to founding SaratogaRIM, Kevin spent 10 years managing equity portfolios within portfolio management groups at Smith Barney and Prudential Securities. Kevin earned his B.S. degree in Economics from Santa Clara University and is a graduate of Harvard Business School through the Owner/President Management (OPM) Program.

Mr. Pierce is the Chief Executive Officer of the Port Street Investments, LLC since its founding in 2013. He is also with Beacon Pointe since 2006. From 2008 to 2010, he was a Senior Vice President and in 2010, he assumed the roles of Managing Director and a member of both the board of directors and the investment committee. Mr. Pierce oversees private client services for Beacon Pointe and manages other strategic initiatives related to that firm. In addition, he is employed part time as a professor at the Merage School of Business at the University of California Irvine. Mr. Pierce has a BA from the University of Virginia and an MBA from UCLA Anderson School of Business.