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Peter F

Series 63, Series 65

Walnut Creek, CA

Orca Investment Management, LLC

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Orca in 2026, he worked at Paulson Investment Advisors LLC and has been associated with Paulson Investment Company since 2015. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from conservative capital preservation to equity-centric growth.

Active portfolio management Passive / index investing Concentrated stock management
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Nicoh A

Series 63, Series 66

Walnut Creek, CA

Orca Investment Management, LLC

Nicoh Alday Jr. is a financial advisor with Orca Investment Management, LLC in Walnut Creek, CA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Marriott International. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 accounts, using a mix of fundamental, technical, charting, and cyclical analysis to implement tailored strategies ranging from capital preservation to equity growth.

Active portfolio management Passive / index investing Concentrated stock management
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