Beverly Hills, CA Office

Paul Matheson is a financial advisor at Cheviot Value Management, LLC with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Wedbush Morgan Securities and UBS Financial Services. Matheson has been with Cheviot Value Management since 2022. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients. The firm follows a value-oriented investment discipline based on fundamental analysis and employs a variety of strategies including tactical asset allocation and absolute-return techniques.

Darren Pollock is a financial advisor at Cheviot Value Management, LLC with 20 years of industry experience. He holds a Series 65 credential and has been with Cheviot Value Management since 2000. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and institutional clients. The firm applies a value-oriented investment approach grounded in fundamental analysis, utilizing diversified and sometimes concentrated portfolios, along with a range of strategies including tactical asset allocation and absolute-return techniques.

Martin Irani is a financial advisor with Cheviot Value Management, LLC, holding Series 63 and Series 65 licenses and with two years of industry experience. He previously worked at Hancock Management Partners for 25 years. Outside of his advisory role, he is the owner of Touchdown Capital, LLC, a real estate investment business. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and institutional clients. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering portfolio management, financial planning, and other related services.

James Whiting is a CFP® and Series 65 credentialed advisor at Cheviot Value Management, LLC with eight years of industry experience. He has worked at Cheviot Value Management since 2018 and previously spent over two decades at Campbell Hall. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm employs a value-oriented investment approach grounded in fundamental analysis and manages approximately $1.17 billion in client assets.

David Horvitz is a CFP® professional with 19 years of industry experience. He has been associated with Cheviot Value Management, LLC since 2006, serving in various capacities over the years. Outside of his advisory role, he is Vice President of the Board of Directors and Chair of both the Small Business Loan Committee and the Investment Committee at the Jewish Free Loan Association. Cheviot Value Management, LLC is a privately owned registered investment adviser managing over $1 billion in client assets. The firm provides discretionary portfolio management and related services to individuals, trusts, estates, retirement plans, charitable organizations, and certain institutional clients, employing a value-oriented investment approach based on fundamental analysis and diversified risk management.

Catherine Siphron is a financial advisor at Cheviot Value Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked with Cheviot Value Management since 2024. Outside of her advisory role, she has provided academic tutoring for nearly two decades. Cheviot Value Management is a privately owned registered investment adviser that offers discretionary portfolio management and related services to individuals, trusts, estates, retirement participants, charitable organizations, and certain institutions. The firm employs a value-oriented investment approach grounded in fundamental analysis and uses a mix of strategies including tactical asset allocation and absolute-return techniques to manage risk and optimize portfolios.