Portfolio Management team

 

Richard Beaven, CFA

Principal

Lead Portfolio Manager and Principal—Rich has 27 years of experience in the investment management industry. Prior to co-founding Signia Capital Management in 2002, Rich was the Director of Research and a Portfolio Manager for a $2B Pacific Northwest asset management firm. In 2020, Rich and Colin Kelly acquired an equal and majority interest in Signia.  Rich also currently sits on the Board of Directors for NYSE listed Idaho Strategic Resources (IDR).  Rich holds a BA in business administration from the University of Kentucky and an MBA from Gonzaga University. In addition, he is a CFA charterholder and has served as President of the CFA Society of Spokane. 

 
 
 

Colin Kelly, CFA

Principal

Director of Research and Portfolio Manager—Colin has 18 years of experience in the investment management industry.  Prior to joining Signia in 2009, Colin was Vice President of Equity Research for a Pacific Northwest asset manager.  In 2020, Colin and Rich Beaven acquired an equal and majority interest in Signia.  Colin also serves as an adjunct finance professor at Gonzaga University. He holds a BBA with emphasis in finance and marketing from Gonzaga University. In addition, he is a CFA charterholder and serves on the Board for the CFA Society of Spokane.

 

compliance

Lisa Martin - Chief Compliance Officer

Lisa has over 35 years of experience in the investment management industry.  Prior to founding her own consulting firm Lisa was CFO and COO of a multi-billion-dollar asset management firm overseeing HR, finance, compliance, IT, and trading for mutual fund, wrap, and institutional accounts.


Advisory Board

Paul Greenwood - Board Member & Principal

Paul is Chief Executive Officer and Chief Investment Officer of Pacific Current Group (PAC.AX), Paul provides overall leadership and strategic vision for Pacific Current Group, as he spearheads the growth efforts of the firm and guides its global sourcing, investment and portfolio management teams. Paul was a co-founder of Northern Lights Capital Group (now Pacific Current Group). Prior to Northern Lights, Paul served as director of US Equity for Russell Investment Group (“Russell”), where he managed a team of more than 20 investment professionals who were responsible for all of Russell’s US-equity-oriented portfolio management and research activities. He also served as a Russell spokesperson and authored many articles and research commentaries related to investment manager evaluation.

John Swallow - Board Member & Principal

John is Chairman and CEO of Idaho Strategic Resources (IDR). John is a successful business owner and entrepreneur in the mining, real estate, and high-tech industries. His unique mixture of business acumen, historical perspective and corporate culture have proven valuable to early-stage and turnaround situations, especially where he was a lead investor and owner/manager. Among his industry accomplishments, John co-founded and helped guide a core drilling company from a small operation into a successful industry service provider. With a focus on the long game, John has an impressive track record of investment return, job creation and community involvement. John has led fundraising efforts for both private and publicly traded companies and advanced private companies to a public listing, including senior exchanges in the U.S and Canada.