BNET Industries

Mackenzie Patterson Fuller Inc.

is in the Financial Services Industry

Last Fiscal Year Sales:$17.5M
  • Private
  • US
Dow Jones Description

MacKenzie Patterson Fuller, LP, an acknowledged leader in the real estate investment management business, views real estate securities from a different perspective, often seeing opportunities that others overlook. Based in Moraga, California, MPF has specialized in the area of discounted real estate securities and asset management since its formation in 1982.

Number of Employees 34
Contact Information

1640 School St

Moraga, California 94556

www.mpfi.com

1 925 631 9100

NAICS Code Portfolio Management: 523920

News & Analysis

mackenzie patterson fuller inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
Mackenzie Patterson Fuller President
Maggie Clark President Bookkeeper
Pat Patterson President
Christine E Simpson Senior Vice President of Research, Chief Investment Officer
Dan Dahlen Chief Compliance Officer
Glen Fuller Chief Operating Officer
Paul F Koslosky Chief Financial Officer
Robert E Dixon Senior Vice President, Chief Investment Officer, Director
Andrea Meyer Vice President of Trading
Jennifer Moser Vice President, Administration
Jeri Bluth Vice President, Administration
C E Patterson co-founder
Eric Kuhns Regional Marketing Director
Julie Peters Director of Transfers
Ric Ewing Director of Information Technology
Tim Marinec Director of Capital Markets
Alex Hudson Project Manager
Brian Starr Project Manager
Deborah Meyer Tender Offer Manager
Jerry Milenbach Project Manager
Josh Ferrer Investor Relations Manager
Lorin Smedley Investor Relations Manager
Stephanie Sparling Project Manager
Elizabeth Abana Controller
Barbara Lim
Carmen De Jesus Executive Assistant
Cindy Doyle Investor Relations Representative
Hamid Rashid Junior Accountant
Jason Walters Tax Accountant
Joan Marzink Executive Assistant
John Phan Fund Accountant
Karen Lamonte
Kirk Sutherland Fund Accountant
Lennie Cerezo Fund Accountant
Mackenzie Patterson Fuller, Lp
Miriam Pardo-Figueroa Junior Accountant
Monique Leste Receptionist

Board of Directors

Name (plus bio) Position
Berniece Patterson Co-Founder and Chair of the Board

Organization Position Status
Mackenzie Patterson Fuller, Inc. President Current
Mackenzie Patterson Fuller, Inc. Chip Patterson, Senior Vice President, General Counsel, Director Current
Mackenzie Patterson Fuller, Inc. Co-Founder Former
Union Securities Former
University of Oregon Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. President Bookkeeper Current
Mackenzie Patterson Fuller, Inc. Bookkeeper Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. President Current

Mrs. Simpson joined the company in 1990 as an administrative assistant. In 1992 she was promoted and became the company's only research analyst until 1994. In 1996, with an increased research staff, Mrs. Simpson was promoted to vice president of Research and Trading. In this position she was responsible for the day to day operations of the department including acquisitions, dispositions, trading, and portfolio management. In 2005, after considerable company growth, Mrs. Simpson was promoted to Chief Investment Officer and became a member of the newly formed Investment Committee. Her daily responsibilities include reviewing all recommendations for acquisitions and dispositions for MPF Advisers, reviewing all investment research performed by various departments within the company, and making recommendations regarding portfolio repositioning. In addition, Mrs. Simpson directs staff in emerging market research and new investment opportunities and works closely with Mr. Dixon, the other Chief Investment Officer. Mrs. Simpson graduated with honors from Saint Mary's College of California in October 2004 with a Bachelor of Arts Degree in Business Management and in September 2006 with a Masters of Science in Financial Analysis and Investment Management.

Organization Position Status
Mackenzie Patterson Fuller, Inc. Senior Vice President of Research, Chief Investment Officer Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Chief Compliance Officer Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Chief Operating Officer Current
Mackenzie Patterson Fuller, Inc. Senior Vice President Former
Mackenzie Patterson Fuller, Inc. Portfolio Manager Former
Mackenzie Patterson Fuller, Inc. Research Analyst Former

As chief financial officer, Mr. Koslosky is responsible for accounting and reporting for MacKenzie Patterson Fuller, LP, the funds it manages, and other related business interests. Prior to joining MPF in 1997, Mr. Koslosky was associated with Doric Development, an Alameda, California real estate developer with numerous related business interests. At Doric, he served as accounting manager, responsible for the accounting and reporting for commercial development and construction. From 1995 to 1997, he served as controller, with responsibility for accounting, reporting, cash management and human resources for Doric and its related companies. Prior to that, Mr. Koslosky spent five years with Zellerbach Paper Company, a billion dollar paper distributor, as staff accountant and, eventually, financial reporting manager. Mr. Koslosky received a Bachelor of Science degree in Business Administration from California State University, Hayward in 1983.

Organization Position Status
Mackenzie Patterson Fuller, Inc. Chief Financial Officer Current
The Doric, LLC Accounting Manager Former
The Doric, LLC Controller Former
California State University Bachelor of Science Degree In Business Administration Former

Organization Position Status
Sutter Holding Co, Inc. Chairman and Chief Investment Officer Current
Mackenzie Patterson Fuller, Inc. Senior Vice President, Chief Investment Officer, Director Current
Mackenzie Patterson Fuller, Inc. Analyst Former
Sutter Holding Co, Inc. officer Former
Sutter Holding Co, Inc. Director Former
Cornell University Master of Business Administration Former
University of California, Los Angeles Bachelor's Degree In Economics Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. Vice President of Trading Current
State Street Bank and Trust Company Portfolio Accountant Former
State Street Corporation Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. Vice President, Administration Current
Sonoma State University Bachelor of Arts Degree Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. Vice President, Administration Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. co-founder Current
Mackenzie Patterson Fuller, Inc. president Former
PaineWebber, Inc. senior account executive Former
Merrill Lynch & Co., Inc. junior executive trainee Former
University of Oregon Bachelor of Science degree Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. Regional Marketing Director Current
Mackenzie Patterson Fuller, Inc. Marketing Associate Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. Director of Transfers Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Director of Information Technology Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Director of Capital Markets Current
LeTourneau University Bachelors of Science Degree In Engineering and Business Former

Organization Position Status
Mackenzie Patterson Fuller, Inc. Project Manager Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Project Manager Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Tender Offer Manager Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Project Manager Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Investor Relations Manager Current
Mackenzie Patterson Fuller, Inc. Accounts Payable Coordinator Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Investor Relations Manager Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Project Manager Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Controller Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Executive Assistant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Investor Relations Representative Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Junior Accountant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Tax Accountant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Executive Assistant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Fund Accountant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Fund Accountant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Fund Accountant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Fuller, Lp Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Junior Accountant Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Receptionist Current

Organization Position Status
Mackenzie Patterson Fuller, Inc. Co-Founder and Chair of the Board Current
Mackenzie Patterson Fuller, Inc. Board of Directors Former
University of California, Berkeley Masters of Business Administration In Finance Former
University of California, Berkeley Bachelor of Arts In Education Degree Former
San Jose State University Bachelor of Arts In Education Degree Former
advertisement
IndustryTop Rated

Brought to you by CBS MoneyWatch.com

advertisement