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Paul M. Wendee
Managing Director
Pasadena
Office
Paul Wendee is the chief
Executive Officer and President of
South Lake Avenue
Securities Corporation, an affiliate of Janas Corporation, and a
Managing Director of Janas Associates
and Janas Consulting. He the
General Partner (through Santa Margarita Capital Corporation) and
Investment Manager for the Intrinsic Value Fund, L.P.; and President
of American Equestrian Centers, Inc.
Paul was the founding project manager
and the Vice President of Administration of Evergreen Realty REIT,
Inc. and was Director of Equity Research for Skye Investment
Advisors, LLC, where he was responsible for fundamental equity
analysis, research and valuation.
He was Director of Research and
Corporate Finance at Brookstreet Securities Corporation. Paul had
overall responsibility for corporate finance; equity research; due
diligence; direct participation programs and Investment Advisory
product analysis, selection and development.
Paul also co-managed the Corporate
Finance Department and was Director of Due Diligence at First
Affiliated Securities. He was a portfolio manager at Harris Trust
Bank of Arizona, a wholly owned subsidiary of Harris Bankcorp
Chicago. He managed in excess of $100 million in personal trust and
employee benefit (profit sharing and pension) investments.
Paul earned his Bachelor of Science
degree in Economics and Administrative Studies with Honors and a
Distinguished Military Graduate and his Master of Administration in
Business degree with emphases in Finance and Marketing from the
University of California, Riverside. He was awarded an Army R.O.T.C.
Scholarship and served as an officer in the United States Army. He
is a Certified Financial Plannertm Professional, a Certified
Business Intermediary® and holds the following securities
registrations: General Securities Representative (Series 7), General
Securities Principal (Series 24), and Registered Investment Advisor
(Series 65).
Paul is a Member the National
Association for Business Economics (NABE), The Los Angeles Society
of Financial Analysts, The Orange County Society of Investment
Managers, the National Investment Banking Association (NIBA), the
International Business Brokers Association, Inc. (IBBA); the
Institute of Business Appraisers (IBA); the Tenant-In-Common
Association (TICA); and the Saddleback College Business Leaders
Advisory Committee.
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Paul understands the economics of
securities and transactions. He is an experienced deal maker who is
focused on fulfilling client needs.
Emails:
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