Executive Team

Mr. Fern founded the company in 1963 and is currently Chief Executive Officer and Chairman of the Board of Churchill Management Group and of Chartwell Properties, a licensed real estate corporation in the state of California. He chairs the Churchill Management Group Investment Team, which is responsible for managing all of our investment accounts.

Mr. Fern has well over fifty years of experience in the management of securities investments, real estate investments, economic and political analysis, and in counseling corporations and large investors on a variety of business, economic and financial issues.

Mr. Fern graduated from the University of California Los Angeles (UCLA) with a Bachelor of Science Degree in Business Administration. He has done post-graduate work at both UCLA and the University of Southern California (USC). He is recognized by the Investment Counsel Association of America as a Chartered Investment Counselor. Mr. Fern has served on the Boards and Investment Committees of many non-profit organizations, primarily in the area of education.

Mr. Conner is the President of Churchill Management and a member of the Portfolio Management Team.

Mr. Conner has been nationally ranked by Forbes on its America’s Top Wealth Advisors List for the past several years and was ranked #1 Best-in-State Wealth Advisor in California: Los Angeles for the third consecutive year in 2021.* He has appeared on Fox Business Channel with Maria Bartiromo and has been featured in Investor’s Business Daily and Forbes magazine. He was also featured in a State Street Global Advisors Case Study for the retail investor.

Churchill’s ETF Sector Rotation Strategy, led by Mr. Conner, has achieved an overall 5 star rating by Morningstar and in 2021 also received a Manager of the Decade rating from PSN Top Guns.

Mr. Conner has served on several investment and education boards/committees including the Investment Advisor Association of America, the RIA Institute, the UC Irvine CE Customer Experience Advisory Board, and as a member of the Foundation Board at Vanguard University.

Mr. Conner received his MBA from The University of Southern California. He resides in Orange County, CA and enjoys spending time with his wife and three children in addition to a love of music and sports.

Mrs. Holmes joined the Churchill Management Group in 1969. She is currently Executive Vice President of Churchill Management Group and of Chartwell Properties, a licensed California real estate corporation.

Mrs. Holmes is responsible for the administration of Churchill Management Group and its affiliates. Her many years of experience in investment management in both fixed income and real estate investments as well as her extensive experience in the areas of accounting and data processing make her uniquely qualified for the role she plays in Churchill Management Group. Mrs. Holmes has a Bachelor of Arts Degree from the University of California at Santa Barbara (UCSB). She has also done post- graduate work at UCLA.

Mr. Fern received his Juris Doctor from Loyola Law School in Los Angeles, CA. and is a member of the California State Bar. He also graduated from the University of Texas at Austin with a Bachelors Degree in Business Administration. Mr. Fern is currently our Chief Compliance Officer and responsible for client relations and development, and is a part of the Churchill Management Group Investment Team.

Prior to joining Churchill Management Group in 1996, he had judicial clerkships with the Honorable Judge Nora Manella, thereafter the U. S. Attorney for the Central District of California, and the Honorable Judge Nancy Brown. Furthermore, he practiced law with a private Los Angeles based law firm for two years.

Mr. Murphy joined Churchill Management Group after serving in several Management positions at Charles Schwab & Co., Inc. Most notably, Mr. Murphy served in the role of Vice President and Regional Executive for the Greater Los Angeles market. As the Regional Executive, his responsibilities included overseeing thirty billion dollars in client assets. While at Charles Schwab, Mr. Murphy successively managed two high-profile Southern California branches, both of which earned the Branch of the Year Award under his leadership. Prior to joining Charles Schwab he began his career at Merrill Lynch. Mr. Murphy graduated from San Diego State University with a Bachelor of Science degree.

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