Our People
Donald H. McDonald – Founder | Managing Director
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.
Patrick J. Bowen – President
Patrick directs the firm’s overall strategy and operations. He also runs the firm’s Global Asset Allocation and Wealth Management Practice. Patrick was a Vice President with Bernstein Investment Research & Management (formerly Sanford C. Bernstein & Co., Inc.). 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. He was an Executive Director-Investments in the Private Client Division of Oppenheimer & Co. Patrick earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo. He served on the Board of Directors of the Juvenile Diabetes Research Foundation (JDRF) and continues to support diabetes research through JDRF and the La Jolla Institute.
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 of 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 PSK (the Swedish Savings Bank Employee Pension Fund) Dan was a senior Vice President at Beijer Capital AB (later Servisen AB) in Stockholm and was 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 Las in Gothenburg, Sweden.
Steve 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 a 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 Salt Lake City Society of Financial Analysts.
Randol Curtis, CFA – Deputy Chief Investment Officer | Fixed Income
Prior to joining One Capital Management LLC, Randol was a founding partner of C-QUADRAT Asset Management (UK) LLP, and past Executive Director at Morgan Stanley in London, UK, where he served as Lead Portfolio Manager of the Global Convertible Funds for both the Morgan Stanley Institutional Management (MSIM) and the Private Wealth Management Divisions in Europe. Previously, he was a member of the Morgan Stanley international convertible bond research team which earned the #1 ranking by Institutional Investor Magazine. Prior to joining Morgan Stanley, Randol worked as an associate in mergers & acquisitions and private equity for Grupo Financiero Bancomer Capital Partners, New York. Randol graduated with Distinction with a Bachelor of Science degree in Mechanical/Aerospace Engineering and a Bachelor of Arts degree in Economics from Cornell University. He holds an MBA in Finance and Entrepreneurial Management from Wharton School at the University of Pennsylvania.
Brad Barrett – Managing Director
Brad is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs. In addition, he oversees the firms Retirement and Corporate Services practice. Previously, Mr. Barrett spent four years as an Investment Advisor with a boutique private wealth management firm in Los Angeles. Brad was head of Corporate Services Business Development for American Financial Network for three years. His experience and knowledge as head of the firm’s Corporate Services division has allowed him to provide essential research, analysis, and strategy recommendations for high net worth individuals and the companies they own or represent. Brad earned his Bachelor degree in Economics and Political Science from Arizona State University.

Laura Zimmerman, CFA – Director | 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.
Zamir Siddiqi – Executive Director
Zamir Siddiqi is an Executive Director in the Private Client Group. After honorably serving our country as a Captain, Army Ranger and Aeromedical Evacuation Blackhawk pilot, he spent two years in business development in Johnson & Johnson's Cardiology Services business segment. He joined Sanford C. Bernstein & Co., Inc. in 2000 and spent eight years as a Senior Vice President serving affluent families by bringing in depth research and expertise to their complex wealth management situations. He earned the distinction as a Partner and Principal with the firm. He was a Senior Vice President with the Private Bank of Wells Fargo in Beverly Hills, where he advised wealthy families and private corporations. Prior to that, Zamir was a Director and Investment Advisor with the Wealth and Investment Management Group at Barclays Capital.
Wayne Baxter - Executive Director
Wayne Baxter joined One Capital Management, LLC in 2012, serving as Managing Director of ONE Advanced Planning, LLC (previously OCM Advanced Planning, LLC). Wayne focuses on implementing our Cross-Border Wealth Management services, working with Canadian and U.S. resident families to optimize the integration of a wealth management plan that encompasses the complexities of cross-border assets. Previously in Canada, Wayne founded The Baxter Team, a team of investment professionals serving private families in Canada. The practice grew from one location in 1994 to four Southern Ontario locations in Etobicoke, North York, Georgetown and Newmarket.
Lance Messervy – Director | Senior Portfolio Manager
Lance began his career with One Capital Management in 2013 and leads the Private Client Portfolio Management Team. He is responsible for the investment decisions and active daily management of OCM’s globally diversified portfolios. In addition, Lance directs the firm’s ETF research efforts. Lance was an analyst with Woodbury Strategic Partners reviewing private equity opportunities and Crestline Investors, where he researched investments for their Special Opportunity Fund. Mr. Messervy earned both a Master of Science in Finance and a Bachelor of Science in Finance from the University of Utah. He is a CFA Level 2 candidate.
Mike Galanowsky, CFA – Director | Senior Portfolio Manager
Mike is OCM’s Director of Investment Technology Solutions and Portfolio Manager. He spent the last five years working as a Senior Consultant and Manager with Fascet, an Advent Software consulting firm. For the seven years preceding Fascet, he was an analyst and trader with Promethean Asset Management where he executed equity, options and fixed income trades and designed and analyzed portfolio stress tests. He began his career as a corporate accountant with FolksamericaReinsurance Company where he analyzed corporate acquisitions. Mike earned his business degree from Villanova University and has held the CFA charter since 2008.
Dan Quilico – Associate | Portfolio Manager
Dan is an Associate Portfolio Manager at One Capital Management and also serves on the firm’s investment committee. In addition to managing and analyzing client portfolios, Dan also facilitates the day to day trading for both U.S. and Canadian portfolios. Prior to joining One Capital Management LLC, he served as an assistant portfolio manager at American Financial Network providing research, analysis, and portfolio management advice for both private and corporate clients. Dan earned his B.A. in Mathematical Economics from Colorado College where he also played on the Division I ice hockey team. He is currently studying to become a Chartered Financial Analyst.
Kevin Robertson – Director | Human Capital
Kevin is the Director - Human Capital at One Capital Management, LLC. He manages the overall provision of Human Resources services, policies and programs as well as supports the senior management team in the growth of the company. Kevin’s expertise includes talent management, organizational development, leadership and team coaching. Prior to joining One Capital Management in 2014, Kevin spent 8 years in the insurance industry, focusing on life/health and property/casualty insurance. He earned a B.A. in Communications at Arizona State University.
Whit Whitehouse – Director | Corporate Development
Whit is a 20-year veteran of the financial services industry. As Director of Business Development, Whit is responsible for growth through intermediaries and recruiting of the highest quality advisor. Whit was a founding member of Washington Wealth Management, a Registered Investment Advisory firm based in San Diego. Whit also worked as a Business Development Consultant with Wells Fargo Advisors. He earned a Bachelor of Science degree in Psychology from St. Lawrence University in Canton, NY and a Masters degree in Sports Management from the University of Richmond.