We have welcomed back Valerie Trumbull as an important member of our staff. After having worked for Caves & Associates from 2002 through 2006, Valerie has rejoined the firm following a three-year hiatus. Now, as before, Valerie conducts investment and financial analysis and also handles portfolio monitoring and rebalancing, performance reporting, and mutual fund research. She not only generates periodic client reports, but she also performs ad hoc analyses and is partly responsible for client liaison on portfolio matters.

Ms. Trumbull earned her B.A. in political science and international relations from Stanford University in 1982. She then worked in a variety of financial service positions in the Southern California area, focusing primarily in the real estate sector. She has held analytical and management positions within a wholesale investment company, a consulting firm, a savings and loan, and mortgage department of a commercial business bank. During her recent hiatus, Valerie continued to hold financial positions within a variety of volunteer and educationally oriented non-profit entities.

Valerie is a Southern California native and has lived in Manhattan Beach since 1984. She is married to Terry and has a son in high school and a daughter in college, and an adopted family dog. She and her family love the beach and active lifestyle available in the South Bay. Now that her children are so independent, she is happy to return to working at Caves & Associates.