Our Team

 

Sean R. Balog, CMT, AIF

Co-Chief Investment Officer

Sean is the Co-Chief Investment Officer and co founder of Process Design Capital Management.  He has managed money for over 15 years, he enjoys helping individual investors achieve their long-term goals while being instrumental with 401k plan sponsors that he works with in their fiduciary responsibilities.

Sean is a member of the Market Technicians Association and holds the designation of Chartered Market Technician. Technical analysis plays a large part of his decision-making process when managing client’s money and in his assessment of risk within the financial markets.  He is also an Accredited Investment Fiduciary, where he is a fiduciary to 401k and Pension Plans industry.

For eight years, Sean co-hosted, with Jim Garber, a daily radio program on the financial news station, 1510 KFNN in Arizona. Sean’s strengths in this program was the instruction of his listeners on the merits and uses of technical analysis in common language and for practical use. The program won the coveted “Listeners Choice” award in 2005, 2006 and 2007.

Jim Garber, CFA, AIF

Co-Chief Investment Officer

Jim is the Co-Chief Investment Officer and founder of Process Design Capital Management.  He has spent over thirty years managing assets, Jim assists individual investors, businesses, institutions, and governments reach their financial objectives through analysis of fundamental criteria.

Jim is a member of the prestigious CFA Institute and Phoenix CFA Society and holds the designation of Chartered Financial Analyst. He also has a B.A. in Economics. Fundamental analysis plays a primary role in his decision making process when managing client’s money and in his assessment of risk within the financial markets and world economies.

For eight years Jim co-hosted, with Sean Balog, a daily radio program on the financial news station, 1510 KFNN in Arizona known as “Two Guys and Your Money”. Jim’s strength in this program was his ability to analyze complex fundamental data and instruct his listeners in easy to understand language the merits and uses of this fundamental analysis. The program won the coveted “Listeners Choice” award in 2005, 2006 and 2007.  Phoenix Magazine has named him a Top Wealth Manager in Phoenix for 2013 and 2014.  He is also an Accredited Investment Fiduciary, where he is a fiduciary to 401k and Pension Plans industry.

Elizabeth Ottersberg

Private Client Manager

Beth is a Private Client Manager with over 17 years of high level industry experience.  She has been Jim’s administrative assistant for over 15 years and the administrative assistant for both Jim and Sean since their partnership was formed in 2003. Beth is fully licensed and has a thorough understanding of the financial markets.  Her strong attention to detail and follow through reflects her dedication to delivering the highest level of personal service and professional integrity.