Our Experienced Wealth Management Team
PVG brings a highly experienced team management to your portfolio. Our management experience includes volatile as well as upward trending markets dating back to the 1960’s. We celebrate our independence from consensus management and marketing pressures.
Patrick S. Adams, CFA
303.874.7474EmailBioPatrick S. Adams, CFA
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Mr. Adams is the CEO and Lead Portfolio Manager for PVG Asset Management. He has over 35 years of experience and is skilled in investing both long and short in the U.S. equity markets. Mr. Adams has been managing hedge funds since 1999 and private equity since 2005. He has managed large funds for Berger Funds, Kemper, Founders, and Parkstone, some of which were over $3 billion in size. Barron's recognized Mr. Adams as having "All the Right Moves" and "Perfect Timing-because he knows when to get into a stock and when to exit." He received his MBA from Xavier University and his B.S from The Ohio State University. He has passed rigorous requirements to earn his international professional certification as a Chartered Financial Analyst.
Bruce Amman
303.883.7019EmailBioBruce Amman
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Mr. Amman is the Director of Fixed Income and has an extensive background in fixed income navigating a multitude of market conditions. He has expertise in financial planning, alternative investments and is an insurance consultant. Mr. Amman was part of a team at Citi Private Bank and oversaw a $6 billion portfolio of assets and worked as a manager for Morgan Stanley. Also, he has advised over thirty Colorado counties, several publicly traded companies managing their cash positions. Clients have included Wyoming Retirement Systems and Denver Public Schools. He graduated from Arizona State University and The Wharton School of Real Estate. Mr. Amman is involved with his church and numerous charities.
Jana Henderson
303.526.0548-EXT.1EmailBioJana Henderson
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Ms. Henderson is the Direction of Operations and has been a member of PVG since 2008. She executes trades, coordinates new business, oversees financial controls, and manages client reporting. Besides her corporate functions, Ms. Henderson is the backbone of operational support. She received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.
