Contango provides our partner banks with a full array of wealth-management services.
Prior to Contango, Mr. Feiger served in a number of senior positions in the financial services sector. He was a senior advisor to the Monitor Group, Global Head of Onshore Private Banking for UBS, Global Head of Investment Banking at SBC Warburg and was a senior partner at McKinsey & Co. During his time in Europe, Mr. Feiger led the merger integration of the corporate finance businesses of Swiss Bank Corp. and SG Warburg, and oversaw the consolidation of SBC Warburg's sales and trading businesses. Mr. Feiger was also a partner at Capco, a financial services consulting firm.
Mr. Feiger holds a PhD in Economics from Harvard University and was an associate professor of Finance at Stanford University's Graduate School of Business.
Julie Castle, Chief Operating Officer, Contango Capital Advisors
Prior to becoming COO, Julie Castle was EVP, First Interstate BancSystem, Inc. and president, First Interstate Wealth Management. A member of the FIBS board of directors, she participated in the bank’s management and supervisory committees.A seasoned banker with over 29 years in the industry, Ms. Castle joined First Interstate Bank in July 2007 from Bank of America, where she held numerous leadership roles Region Executive for Premier Banking, responsible for the design, start up and leadership of a private banking business line.
Ms. Castle holds the Certified Financial Planner (CFP) designation and numerous securities licenses.
She received a Bachelor’s degree from the University of California at Davis, and completed graduate banking coursework at Pacific Coast Banking School at the University of Washington.
Perry Piazza, Director of Investment Strategy
Perry Piazza is in charge of designing and implementing Contango's investment strategies. Mr. Piazza brings significant US and international trading and financial market experience to Contango. Prior to joining the firm, Mr. Piazza worked at First New York Securities, a proprietary trading firm in New York. Earlier, Mr. Piazza was a derivatives trader for Citigroup in New York and London, and was co-manager of the London trading desk. At Citigroup, he specialized in the commodities markets, analyzing and developing customer and proprietary trading strategies across the energy and metals sectors. He also traded on the interest-rate and foreign-exchange markets. In addition, Mr. Piazza served as an international equity arbitrage analyst at Bear Stearns and a fixed-income analyst at Morgan Stanley.
Mr. Piazza holds an MBA from the Yale School of Management and a BS from the University of Delaware.
Julianne Cruz, Managing Director of Advisory Services
Julianne Cruz has 20 years of experience in the financial services industry. Before joining Contango, she launched the Wealth Management and Trust Division of First Federal Bank in Santa Monica, CA. Prior to that, she was manager of Private Client Services for City National Bank in Beverly Hills, managed shareholder and dealer services for Great Western Financial Services, and was branch manager for BankAmerica's broker-dealer.
Ms. Cruz holds a BA from California State University, Fullerton. She is a Certified Financial Planner and holds various investment and securities licenses.
Kevin Mikan, Head of Contango's Wealth Planning Group, Chairman of Western National Trust Company
Kevin Mikan supervises the design of integrated financial solutions for the firm's clientele. Mr. Mikan brings to Contango substantial experience leading wealth management operations for major financial institutions. Most recently, he served as head of the UBS Wealth Management division covering the western United States. In this capacity, he led the firm's comprehensive estate, tax, philanthropic and business succession advisory team. After UBS acquired PaineWebber, Mr. Mikan helped integrate the combined firm's products and services. Earlier Mr. Mikan held positions at major public accounting firms including Arthur Andersen and PricewaterhouseCoopers, where he provided tax and estate-planning advice to high net-worth clients.
Mr. Mikan holds a JD from University of the Pacific, McGeorge School of Law, and received a BA from Loyola Marymount University.
Pamela Inghram, President of Western National Trust Company
Ms. Inghram is a member of Contango's Investment Committee in addition to her responsibilities at Western National Trust Company.
Previously she was portfolio manager at Wells Capital Management, fixed-income portoflio manager at the Utah State Retirement System, and a senior investment officer in the trust division of First Interstate Bank. Ms. Ingrham, formerly Contango's senior portfolio manager, has been with Contango for seven years.
She holds an MBA from the University of Utah, and a bachelor's degree Environmental Planning from the University of California, Davis.
Faraz Sattar, Chief Financial Officer
Chartered Financial Analyst.
Faraz Sattar oversees Contango’s financial management and reporting and business analysis. Prior to joining Contango in October 2004, Mr. Sattar headed his own consultant practice. In that capacity he built financial models for Wells Fargo’s Consumer Credit Group, and was instrumental in developing the business plan for Protelligence, Inc., a systems monitoring software company. Before that, Mr. Sattar was with Montgomery Asset Management, first as the company’s finance manager and later as a buy-side equity analyst. His industry career started in operations at Wells Fargo.
Mr. Sattar holds a BS in finance from Bryant College in Rhode Island.
Lincoln Taylor, Chief Compliance Officer
Lincoln Taylor heads Contango’s compliance team. Before joining Contango, he held positions as chief compliance officer for Vista Wealth Management/VWM Insurance Services, chief compliance officer for JP Morgan Chase, and regional supervisory officer for Valmark Securities, Inc.
Mr. Taylor has a JD from the University of Akron School of Law, a master of taxation from the University of Akron, and a BS in management/finance from Brigham Young University.
