Profile
Leslie Adin Waite served as a Securities Investment Analyst at Pacific Mutual Life Insurance Co. of California from 1969 to 1974.
From 1975 to 1977, he worked as a Vice President at Bjurman, Barry & Associates.
In 1977, he founded Waite & Associates, Inc. and served as its President & Chief Portfolio Manager until 2002.
He also served as a Director at Reliance, Inc. (Arizona) from 1977 to 2011 and as a Managing Director & Senior Portfolio Manager at Lombardia Capital Partners LLC from 2009 to 2013.
Waite earned an undergraduate degree from Claremont McKenna College and an MBA from the University of Southern California in 1968.
Former positions of Leslie Adin Waite
| Companies | Position | End |
|---|---|---|
| Waite & Associates, Inc. | President | - |
Bjurman, Barry & Associates
 Bjurman, Barry & Associates Investment ManagersFinance Founded in 1970, Bjurman, Barry & Associates (BBA), formerly George D. Bjurman & Associates, is a registered investment advisor firm located in Los Angeles. The firm specializes in the management of investment portfolios for corporate pension and profit sharing plans, jointly trusteed and union pension plans, states and municipalities, foundations, endowment funds and individuals. BBA is jointly owned by the senior associates of the firm. They have no affiliations with any corporate, banking, or insurance organizations. The assets the firm has under management are divided among equity, fixed income, and balanced portfolios. | Portfolio Manager-Equities | 1976-12-30 |
Pacific Mutual Life Insurance Co. of California
 Pacific Mutual Life Insurance Co. of California Insurance Brokers/ServicesFinance Pacific Mutual Life Insurance Co. Et Al provides insurance products and related services. Its services include life & health insurance products, individual annuities, mutual funds, group employee benefits. The firm also offers individuals, businesses, pension plans and investment products & services. The company was founded in 1868 and is located in Newport Beach, CA. | Corporate Officer/Principal | 1973-12-30 |
| RELIANCE, INC. | Director/Board Member | - |
Lombardia Capital Partners LLC
 Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Portfolio Manager-Equities | - |
Training of Leslie Adin Waite
| University of Southern California | Masters Business Admin |
| Claremont McKenna College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| RELIANCE, INC. | Non-Energy Minerals |
| Private companies | 4 |
|---|---|
Bjurman, Barry & Associates
Bjurman, Barry & Associates Investment ManagersFinance Founded in 1970, Bjurman, Barry & Associates (BBA), formerly George D. Bjurman & Associates, is a registered investment advisor firm located in Los Angeles. The firm specializes in the management of investment portfolios for corporate pension and profit sharing plans, jointly trusteed and union pension plans, states and municipalities, foundations, endowment funds and individuals. BBA is jointly owned by the senior associates of the firm. They have no affiliations with any corporate, banking, or insurance organizations. The assets the firm has under management are divided among equity, fixed income, and balanced portfolios. | Finance |
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
Pacific Mutual Life Insurance Co. of California
Pacific Mutual Life Insurance Co. of California Insurance Brokers/ServicesFinance Pacific Mutual Life Insurance Co. Et Al provides insurance products and related services. Its services include life & health insurance products, individual annuities, mutual funds, group employee benefits. The firm also offers individuals, businesses, pension plans and investment products & services. The company was founded in 1868 and is located in Newport Beach, CA. | Finance |
| Waite & Associates, Inc. | Finance |
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