Bryn Harman, CFA
Chief Executive Officer and Chief Investment Officer
Mr. Harman oversees all investment processes at PCM and is the portfolio manager for our Small/Mid Value strategy. Mr. Harman’s financial career began in the mid-1990s in the western Canadian corporate finance industry. Since then he has been a corporate finance consultant, stock exchange Listings Officer, equity analyst, Director of Research, public company Chief Financial Officer, public company director, portfolio manager and Chief Investment Officer. As Director of Research for a $2 billion investment adviser, Mr. Harman led a team of small cap equity analysts for several years. Mr. Harman has focused on the analysis of businesses, especially in the smaller cap ranges, for almost his entire 20+ year career. Mr. Harman is a Chartered Financial Analyst and holds a Bachelor of Commerce degree from the University of Saskatchewan. Mr. Harman is a member of the CFA Institute.
Spencer Shelman, CFA
Portfolio Manager
Mr. Shelman joined Palouse as a Portfolio Manager in mid-2015. Spencer’s background includes more than nine years of buy-side analytical and portfolio management experience. Virtually all of his experience has involved bottom-up fundamental research for individual and institutional equity portfolios. Spencer is a Chartered Financial Analyst and graduated cum laude from Washington State University in 2006, where he was named the Outstanding Student in Finance his senior year. He was a 4-year member of the WSU football team that went to the Rose Bowl and the Holiday bowl during his time on the team. Spencer is a past President of the CFA Society of Spokane and is a member of the CFA Institute. He is also on the National Board of Advisors for the Washington State University College of Business.
Ken Roberts
Chief Investment Strategist
Mr. Roberts founded PCM in 1994 and has worked tirelessly for us ever since. Ken started his career in the brokerage industry in 1966. In 1981 Mr. Roberts started the Shearson Fundamental Value Fund, a mutual fund, and ran it until 1990. Ken also formed and managed his own investment advisory group with Smith Barney Shearson immediately prior to founding PCM. He is currently serving on the Board of Trustees of Whitworth University and is a member of the National Board of Advisors for the Washington State University College of Business. Ken is also a member of the CFA Institute and was past President of the CFA Society of Spokane. Mr. Roberts earned his B.A. degree in Economics from Whitworth University and an M.B.A. degree in Finance from Harvard University.
Barry Menne
President and CCO
Mr. Menne serves as PCM’s President and Chief Compliance Officer. He has over 30 years of senior leadership and investment management experience, which includes 13 years as a military officer. Barry served in numerous leadership capacities, to include a high-level international staff position. He began his financial career with a national brokerage firm as a financial consultant. Barry then moved to a $2 billion investment adviser and served in several management positions over a 13 year period. He also was involved with that firm’s marketing efforts, having developed a high-net-worth program and managing the firm’s Taft Hartley efforts. Barry holds a Business Management degree from Moorhead State University.