Pacific Global Investment Management Company

Lianna Kzirian is a financial advisor at Pacific Global Investment Management Co with 10 years of experience. She holds a Series 65 designation and previously worked at California Financial Partners and LPL Financial. Pacific Global Investment Management Co provides discretionary investment management primarily through separately managed accounts for individuals, institutions, and retirement plans. The firm employs fundamental research and a combination of value-oriented and core equity strategies, alongside fixed-income and balanced portfolios, and offers ongoing financial planning and retirement-plan advisory services.

Becky Farrant is a CFP® professional with 25 years of experience and has been with Pacific Global Investment Management Co. since 2005. She holds Series 63 and Series 65 licenses and serves as a registered investment adviser representative focusing on relationship management for individual clients. Her career includes over two decades at Pacific Global Fund Distributors, Inc. Pacific Global Investment Management Co. provides discretionary investment management to individuals, institutions, and retirement plans primarily through separately managed accounts. The firm employs a fundamental research-driven approach with value-oriented and core equity strategies, alongside fixed-income and balanced portfolios.

George Henning is a financial advisor at Pacific Global Investment Management Co with 40 years of industry experience. He has worked at Pacific Global Fund Distributors, Inc. from 1992 to 2020 and has been with Pacific Global Investment Management Co since 1991. He holds a Series 63 credential. Pacific Global provides discretionary investment management services to individuals, institutions, and retirement plans, emphasizing separately managed accounts and tailored financial planning. The firm employs fundamental research and a mix of value-oriented and core equity strategies, with portfolio construction typically involving 30 to 50 securities and quarter‑quarterly rebalancing of balanced and fixed-income accounts.

Julie Ford is a financial advisor with Pacific Global Investment Management Co in Honolulu, HI, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked for the State of Hawaii, Office of the Governor, and owns Schweitzer Consulting, a public relations consulting firm. Pacific Global provides discretionary investment management to individuals, institutions, and retirement plans, emphasizing fundamental research and a combination of value-oriented, core equity, fixed-income, and balanced strategies. The firm manages accounts typically composed of 30–50 securities with multi-year holding periods and offers regular client reporting including performance results and economic commentary.