Management Team

Principal

Richard Wollack - Founder & Managing Principal

Finance & Administration

Jeff Ottoboni - Vice President, Accounting/Administration

Independent Board Members


Principal

Richard Wollack - Founder & Managing Principal

Dick has been involved in all phases of the real estate investment business since 1971, and has been a principal in dozens of real estate entities with a combined capitalization of more than $5 billion.  Mr. Wollack was the founder and Chairman of Global Real Analytics (GRA), an investment firm that since 1980 specialized in forecasting real estate market prospects for and management of investment in publicly traded real estate debt and equity securities. GRA was sold to Charles Schwab Investment Management effective January 1, 2007.  The author of two books on real estate and investing, he has also been an adjunct professor at both Stanford Graduate School of Business and the U.C. Berkeley Graduate School of Business and was a member of the California Senate Commission on Corporate Governance, Shareholder Rights and Securities Transactions.  Mr. Wollack holds an MBA with distinction from the Stanford Graduate School of Business (1969) and a BA from the University of Illinois (1967), where he was admitted to Phi Beta Kappa.  Mr. Wollack is a licensed California Real Estate Broker.  He lives in St.  Helena, California with his wife, Sue.

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Finance & Administration

Jeff Ottoboni - Vice President, Accounting/Administration

Jeff has over 20 years of experience in the wine industry, including various positions of increasing responsibility with two fine wine producers as well as with E&J Gallo.  In his most recent position prior to joining PPV, Mr. Ottoboni was President of the David Bruce Winery.  Mr. Ottoboni received a Bachelor of Business Administration degree from the University of Notre Dame and a JD from the University of California, Los Angeles.  Mr. Ottoboni is a Certified Public Accountant and Member of the California State Bar. 

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Independent Directors

Michael Kahn

 
Michael Kahn is a businessman and an attorney.  His current and former business activities include membership on the Board of Directors of Liquid Environmental Solutions, Premier Pacific Vineyards, In Pro Biotechnical, and membership in KW Advisors, a business consulting firm.  Mr. Kahn is also Senior Counsel at Crowell & Moring, an international law firm. 

Mr. Kahn has held numerous government appointments including Chairman of the California Independent System Operator, Chairman of the California Electricity Oversight Board, Chairman of the California Commission on Judicial Performance, Chairman of the California Green Energy Team, and member of the State Commissions and Task Forces studying Proposition 13 and environmental insurance.  Mr. Kahn has also served on Committees advising Senator Boxer and Governors Davis and Schwarzenegger on judicial appointments. 

Mr. Kahn has served on numerous non-profit boards and committees including serving as President of Coro of Northern California and Chairman of the Stanford Law School Law Fund.  Mr. Kahn is the author of two books on Political Cartoons and numerous articles and reports on legal and energy subjects. 

Mr. Kahn is a graduate of the University of California at Los Angeles (B.A., Magna Cum Laude, Phi Beta Kappa) and Stanford University (M.A. and J.D.).  At Stanford Law School, Mr. Kahn was the Irving Hellman Jr. Scholar and book review editor of the Stanford Law Review.  After law school, Mr. Kahn clerked for Judge Ben C. Duniway of the United States Court of Appeals for the Ninth Circuit. 

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Jack Daniels

 
Jack Daniels has over 47 years experience in the wine industry having commenced his career in the wine division of an international wine and spirit marketing and sales company in 1964. In 1978 Mr. Daniels co-founded Wilson Daniels Ltd. and sold his interest in 2003. Over the 25 years developing Wilson Daniels, the company became recognized as one of the premier wine marketing and sales companies in the country focusing their efforts on limited production, high-end, and single vineyard designated wines from around the world. The company commenced an exclusive importing arrangement with the heralded Domaine de la Romanee Conti (DRC) in 1979, for which the company still holds the exclusive importing and marketing rights today. At the time of Mr. Daniels' departure from the company it represented over 40 wine properties from every significant grape growing region in the world, and marketed the wines in all 50 states and several foreign markets,

In addition to being on the Board of Director's for Premier Pacific Vineyards, Mr. Daniels is Co-Founder/Advisor to Wilson Daniels, consults for several small, family owned, limited production wineries throughout northern California, and is Co-Executive Producer of a food and wine show to be aired on PBS television in 2012. Mr. Daniels has served on the St. Helena City Council, the Queen of the Valley Hospital Foundation Board, and has been a speaker and panel member for many wine industry marketing and sales forums, nationally and internationally.

Mr. Daniels has been listed by Robb Report as one of the 10 most influential people in the wine industry and was awarded a medal by the French government and the prestigious Order of the Merite de Agricole for his contributions to French agriculture.
 
Other wine industry organizations that he holds membership are: Chevalier du Tastevin; Confrerie de la Chaine de Rotisseur; L'Ordre de Coteaux de Champagne and Chevalier de la Confrerie de Tokaji.

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Allan Martin

Allan Martin is a Partner at New England Pension Consultants (NEPC) and has thirty-eight years of investment experience. He manages NEPC's West Coast consulting services from his office in Redwood City, California, and is responsible for NEPC's Western Region client service and marketing.  He is also a member of NEPC's compliance, due diligence and technology committees.

Prior to joining NEPC, Allan worked for four years at Dresdner RCM Global Investors in San Francisco as Managing Director/Principal, Global Marketing and Client Services.  While there, he managed the global marketing activities of DRCM, and played a lead role in the acquisition of RCM by Dresdner, and the subsequent repositioning of RCM to a global asset manager.

Prior to Dresdner RCM, Mr. Martin worked at Bankers Trust Company, in New York, for twenty-six years in various investment management, consulting, and trustee/master custody capacities.  While at BT, he oversaw the establishment of the Passive Products Group, BT's Investment Consulting Group and the Master Trust On-line Reporting activities.  His last position at BT was Managing Director of the $400 Billion Global Retirement Services Group, the umbrella organization encompassing the full array of BT's investment and administrative services for public and private pension and endowment funds.  In the capacity as a major asset custodian, he helped establish the technology and information platform for the Independent Consultants Cooperative, the industry's largest universe of actual manager performance information.  He co-founded the ICC with Richard Charlton, NEPC's president, in 1990.

Mr. Martin earned an MBA in Finance/Operations Research from Stanford University in 1969, and a BA in Mathematics (cum laude) from Stanford in 1967.  He is a member of Phi Beta Kappa and the Stanford Faculty Club

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John Higgins

John oversees the investment and asset allocation decision for Ram Trust Services, as well as focusing on developing specialty investments in private equity and real estate.  His firsthand experience in mergers and acquisitions has guided the firm's philosophy of active investment management.

John is a former vice president of Banque de Gestion Privee, Paris; vice president of Lambert Brussels Capital Corporation, New York; and vice chairman of the Maverex Corporation, an energy firm based in Denver.  He is an honors graduate of Harvard College.