One Capital Management


	Our People

			Patrick J. Bowen - President Patrick is a partner with One Capital Management and directs the firm's Global Asset Allocation and Wealth Management Practice. Previously, Patrick spent four years as an Executive Director-Investments in the Private Client Division of Oppenheimer & Co. Prior to Oppenheimer, Patrick was a Vice President with Bernstein Investment Research & Management (formerly Sanford C. Bernstein & Co., Inc.) for six years. With Bernstein, he was in the Institutional Asset Management division where he worked with some of the firm's largest corporate, pension, endowment and foundation clients. He then moved to the private asset management practice to apply his investment planning and asset allocation expertise to clients' particularly complex issues. Patrick earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo. He serves on the Board of Directors of the Juvenile Diabetes Research Foundation.

			Donald H. McDonald - Founder, Managing Director - Corporate and Business Development Prior to founding One Capital Management, LLC, Mr. McDonald was one of the founding members at Loring Ward Investment Counsel (Canada), which later became Assante Wealth Management. Don worked in business development as a Senior Vice President responsible for national sales. Don, as a Senior V.P. of Corporate Development and M&A activity was largely responsible for the recruitment and integration of firms acquired by Assante as the firm grew to $9 billion in assets. He then took on the role of Senior V.P. of Assante Asset Management (USA) responsible for opening the Private Client practice in Century City namely catering to Sports and Entertainment clientele. Prior to joining Assante, Don performed business development for Canada Trust's Personal and Pension Trust business for Western Canada. Mr. McDonald earned a BA in Economics in 1985 from the University of Manitoba and is a graduate of Ridley College in St. Catharines, Ontario.

			Dan K. E. Stridsberg - Managing Director Dan has served in various capacities during the last 22 years in the financial services industry, mainly in Europe. His broad experience includes both institutional and private investor markets, across all asset classes; equities, bonds, real estate and alternative investments. During the first half the 90's Dan worked for P.R.P Performa AG (Stockholm, Zurich & Vaduz) as a Senior Investment Consultant in Sweden, introducing and implementing a structured asset management operation for large institutions and foundations. His clients included the Nobel Foundation in Stockholm and SPK (the Swedish Savings Bank Employee Pension Fund) Dan was a senior Vice President at Beijer Capital AB (later Servisen AB) in Stockholm responsible for the Asset Management Division. He also headed the Investment Advisor operations servicing high net-worth individuals. In 1985 Dan was elected President of the Swedish Options & Futures Exchange. He has a B.A degree in Business Administration and Accounting from the School of Economics and Commercial Law in Gothenburg, Sweden.

			Steven R. Cowley, CFA - Chief Investment Officer Before joining One Capital, Steve was an Executive Director-Investments and Senior Portfolio Manager in the Private Client Division of Oppenheimer & Co., where he managed equity and balanced portfolios for both taxable and tax-exempt clients since 1995. He was Vice President, Securities Analyst and Senior Portfolio Manager at First Security Investment Management, Inc. where he managed over $550 million in assets for the firm from 1986 to 1995. Steve also was a member of First Security's Investment Advisory Committee. Steve holds a Bachelor of Arts degree in Finance from The University of Utah and is a Chartered Financial Analyst. Steven is a member of the Los Angeles Society of Financial Analysts. He also serves on the Board of Directors for the Boy Scouts of America, Western Los Angeles County Council. He served four years as a Vice President of the Salt Lake City Society of Financial Analysts.

			Laura Zimmerman, CFA – Senior Portfolio Manager Laura is a Senior Portfolio Manager with One Capital Management and serves on the firm's investment committee. She brings twenty-two years of investment management experience to One Capital Management. Prior to joining One Capital, she served as a Director at Dalton Advisors, managing global balanced portfolios for private clients. Previously, Laura was a Managing Director at Payden & Rygel, a Los Angeles-based investment firm, where she headed the Global Fixed-Income Department and oversaw the European operations as a Company Director of Payden & Rygel Global Ltd. (London) and served as a Director of Payden/Potomac (Hong Kong). Laura began her career working for Prudential Global Funding and Westpac Bank in New York City, NY. Laura earned her Bachelor of Science degree in Business from Lewis and Clark College in Portland, Oregon. She holds the Chartered Financial Analyst designation from the CFA Institute, and is a member of the CFA Society of Los Angeles. She is also the Treasurer of Milk and Bookies, a local charitable organization, which supplies books to children of low-income families while teaching children in wealthier communities the importance of giving.

			R. James Shore – Managing Director Jim began his investment career in 1977 with Wood Gundy, one of Canada's largest investment firms. In 1985, he purchased a minority interest in Rice Financial Group Inc. and championed and developed the firm's first MFDA securities platform. In 1990, he founded broker dealer Summit Securities Ltd, offering training and distribution services to over 75 financial advisors representing 12,000 client families. Under Jim's leadership as CEO, the firm managed over $500 million in client assets. In 1999, Assante Financial Management Inc acquired Summit, enabling Jim to offer wealth management solutions to his high net worth families, pension fund and charitable foundation clients. Jim is a former Chairman of Young Presidents Organization (YPO) and earned his B.Comm. (Hons.) in 1977 from the University of Manitoba.

			William Coughlin, CFA - Advisor to Investment Committee Mr. Coughlin is the Founder and President of Delta Capital Management, Inc. Prior to forming the current Delta Capital Management in 2005, the team worked together at ING, who purchased Mr. Coughlin's firm Delta Capital Management, LLC in 2003. Prior to forming Delta Capital Management, Mr. Coughlin and his team worked together at Scudder Kemper Investments and its predecessor firm Dreman Value Advisors. Mr Coughlin spent seven years working for NYNEX Corporation. Through 1987 he served as Investment Director for NYNEX'S $12 billion pension fund. In that capacity, he headed investment research, asset allocation and quantitative equity analysis, and managed the fund's $650 million in-house portfolio. Mr. Coughlin received a BS in 1978 and an MBA in 1979 from Babson College. He is a Chartered Financial Analyst, a member the New York Society of Security Analysts, and served on its membership committee.
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