Hutchinson Captial

Our Team

Bill Hutchinson

William D. Hutchinson, CFA

Chairman of the Board and CEO
Portfolio Manager

Bill received a B.A. from Gettysburg College and is a Chartered Financial Analyst. He began his investment management career with DuPont Glore Forgan in 1972. Before founding Hutchinson Capital Management in 1995, Bill was a partner and portfolio manager with Shuman Agnew and with Shuman, Schneider & Hutchinson. He is an active member of the CFA Institute, the CFA Society of San Francisco, and the Investment Adviser Association. He is a past member of the Commonwealth Club Board and its Executive Committee, as well as the University of California San Francisco Investment and Sub Trust Committees. He has served on the Sonoma Academy Board and as President of the Sleepy Hollow Homes Association. Bill and his wife, Gail, have four children, and five grandchildren.

Steve Wilkes

Steven K. Wilkes, CFA

President and Portfolio Manager

Steve received his B.S. degree in Economics from St. Mary’s College in Moraga, CA, and an MBA, with concentration in Finance and Investments, from the University of Notre Dame in Indiana. Steve joined Hutchinson Capital Management in 2003 and became President in 2010. Prior to joining the firm, he worked as a Vice President and Portfolio Manager for Wells Fargo’s Private Asset Management division where he had $450 million under management. He has over 18 years of wealth management and financial analysis experience. Steve’s responsibilities include portfolio management, serving on the Investment Committee, new client development, and overseeing compliance. He is a member of the CFA Institute and the CFA Society of San Francisco, and also serves on the Investment Committee for San Domenico School. Steve lives in San Francisco with his wife, Liz, and their three children.

Gage Houser

Gage T. Houser, CFA

Vice President and Portfolio Manager

Gage received his B.A. degree in Economics from the University of California at Los Angeles. Prior to joining Hutchinson Capital Management, Gage was an Institutional Fixed-Income Salesperson for HSBC Securities and Credit Suisse First Boston in San Francisco where he covered pensions, foundations and mutual funds for fixed-income products. Gage also worked as a Financial Consultant at Merrill Lynch for four years where he advised families on their investments. Gage's responsibilities include portfolio management, serving on the Investment Committee as co-CIO, and new client development. He is a member of the CFA Society of San Francisco. Gage lives in Marin with his wife and three children.

Stuart J. Crandall

Stuart J. Crandall, CFP®

Vice President and Portfolio Manager

Stuart received his B.S. degree, cum laude, in Management from Arizona State University. Prior to joining Hutchinson Capital Management in 2016, Stuart was a Senior Financial Advisor with Moss Adams Wealth Advisors LLC where he worked with business owners, individuals and families to address their comprehensive wealth management needs. Previously, Stuart worked as a Senior Financial Advisor at Merrill Lynch where he advised private clients on the positioning of their investment portfolios. He has 11 years of experience in the areas of portfolio management, wealth management, and financial planning. Stuart’s responsibilities include portfolio management, new client development, and serving on the Investment Committee. Stuart lives in Sonoma County with his wife, Kate, and their two children.

Kevin P. Cope

Kevin P. Cope, CFA

Vice President and Senior Research Analyst

Kevin received a B.S. degree in Commerce and a B.A. degree in German from Washington and Lee University in Lexington, VA. Kevin joined Hutchinson Capital Management in September 2015 as a Senior Research Analyst. Prior to joining the firm, he served as a Portfolio Manager and Senior Research Analyst at Cheyne Capital Management, a London-based investment firm. Kevin has more than 20 years of asset management experience working on behalf of both individuals and institutional clients. His current responsibilities include co-managing the research process, and serving on the Investment Committee. He is a member of the CFA Institute and the CFA Societies of San Francisco and New York. Kevin lives in Marin County with his wife and three children.

Jason C. O’malley

Jason C. O’malley

Vice President, Director of Operations

Jason received his B.A. from Loyola College in Maryland and his M.S. in Business from Colorado State University. He joined Hutchinson Capital Management in early 2014 with over 11 years of experience in the financial service industry. Jason came to Hutchinson from First Republic Bank where he worked in Private Wealth Management as an Investment Systems Engineer. Prior to that, Jason worked as an implementation consultant for Advent Software, serving as a technical and operational expert to investment firms throughout North America. Jason also worked for JP Morgan Asset Management and Thomson Reuters in operational roles. Jason lives in Larkspur with his wife and 2 children.

Melissa Segreto

Melissa Segreto

Head Trader and Portfolio Administrator

Melissa has over 15 years of operations, investment reporting and client service experience, most recently with First Republic Investment Management in San Francisco, CA. Prior to transitioning into investment advisory services in 2007, she worked with a specialized equity transactions team at UBS Financial Services and Morgan Stanley in Santa Barbara, CA. Her current responsibilities include trading, portfolio administration and client service. Melissa received her B.A. in Economics from the University of California, Santa Barbara. She lives in San Francisco with her husband Jesse.

Elyse Sheridan

Elyse Sheridan

Senior Portfolio Administrator

Elyse earned a B.S. in Education from Boston University and a certificate in database design from Bay Area Computer Training. Before joining Hutchinson Capital Management in 2001, she worked for Shaw Dehghan Enterprises as a sales manager for ten years and then as an executive assistant for an online retail company. She has a strong background in client services, training and computer software. Her responsibilities include database management, client services, portfolio administration, and assisting in all areas of operations. Elyse and her husband Patrick have a grown daughter and live in San Rafael.

Lucille Kilkenny

Lucille Kilkenny

Portfolio Administrator

Prior to joining Hutchinson Capital Management in August 2007, Lucille worked for over thirty years in the accounting field for large financial firms such as Bank of America, GT Global, Charles Schwab and Essex National Securities. Her responsibilities include overall support in operations and client service and general assistance to the portfolio managers. Lucille lives in San Rafael and has two grown children, and two grandchildren.

Photography by Lisa Keating