David Ogburn Joins The Golub Group

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Institutional Equity Sales veteran and former U.S. Navy officer to manage business development efforts.

The Golub Group, a California investment manager with more than $550 million in assets under management, announced today that David Ogburn has joined the firm as a Principal, Business Development.

Mr. Ogburn will apply more than a decade of financial services experience to his new position and will be responsible for serving new client development through the Schwab Advisor Network, as well as other new business initiatives.

"David brings a wealth of knowledge to our business development efforts and we are thrilled to have him on our team," said Michael Golub, Founder and CEO of The Golub Group. "With a new Separately Managed Account offering, a new office in Pasadena and a significant increase in assets under management, David joins us at a very positive time in our growth cycle."

Mr. Ogburn brings eleven years of experience in institutional equity sales to The Golub Group. He was most recently a Principal in Institutional Equity Sales at First Albany Capital's San Francisco office, where he provided equity research coverage to Denver, Midwest, San Francisco, and Texas-based institutional investors. He has previously held positions as a Vice President, Institutional Equity Sales at Credit Suisse First Boston and Vice President/Associate, Institutional Equity Sales at Donaldson Lufkin Jenrette. Mr. Ogburn is also a decorated U.S. Navy officer, earning the rank of Lieutenant, Surface Warfare Officer and serving in Operation Desert Shield in 1990. He has a Master of Business Administration from the Wharton School of Business, University of Pennsylvania and a Bachelor of Science from Georgetown University. He currently resides in Alamo, California along with his wife, Sheila, and their three children, Wade, Blake, and Luke.

About The Golub Group:
The Golub Group is a leading provider of investment management solutions for high net-worth individuals and institutional clients with offices in San Mateo and Pasadena, California. Founded in 2003 as a continuation of Mr. Golub's 37-year investment management practice, the firm takes a long-term disciplined approach to investing that seeks growth of capital and minimization of risk through careful management of well-diversified portfolios consisting of high quality assets purchased at attractive valuations. Each portfolio is constructed with the individual's unique objectives in mind. For more information, visit http://www.golubgroup.com.


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