Janet M. Brown, president of FundX Investment Group and managing editor of NoLoad FundX, joined FundX in 1978. Janet has been researching funds and developing successful fund investment strategies for many years. Prior to joining FundX, she worked in Brussels with a financial services company where she specialized in mutual funds. Janet is frequently interviewed by the media on investment and mutual fund issues.

 

 

Jason W. Browne, chief investment officer, joined FundX in 2000. He earned his BA from San Francisco State University and received his MBA from St Mary’s College. He has worked for two major brokerage firms as a broker and adviser. Prior to joining FundX, Jason was managing private client accounts for a local money management firm.

 

 

 

Martin (Marty) R. DeVault, portfolio manager, was editor and publisher of The Mutual Fund Journal. He spent 20 years in academic research with the University of California, Davis. Marty is a graduate of Colorado State University with a BS in microbiology.  He holds a certificate in financial planning and came from one of the largest mutual fund and financial services companies in the country.

 

 

 

Bernard (Bernie) W. Burke, portfolio manager, is a fourth-generation San Franciscan. He has over 40 years of investment industry experience, with extensive knowledge of mutual fund companies. Bernie holds a BA degree in economics from Stanford University. He is a member of the San Francisco Society of Security Analysts.

 

 

 

Sean McKeon, portfolio manager, received his BA from Rutgers University in 1981 and moved from New York to San Francisco in 1986. There, he served as a broker with a major securities firm dealing primarily with mutual funds. He earned his MBA in Finance at San Francisco State University. Sean has been with FundX since 1990, managing hundreds of client portfolios. He played a key role in developing and implementing the Upgrading system.