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.
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.
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
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.