Our Management
 
 
   
 


Our Management




 

Permanent Portfolio Family of Funds retains Pacific Heights Asset Management, LLC (“Pacific Heights”) as its investment adviser.  Pacific Heights is a limited liability company organized under the laws of the State of California.

   
   
Michael J. Cuggino
President, Secretary, and Portfolio Manager
 

Michael J. Cuggino is the President, Secretary, and Portfolio Manager of Permanent Portfolio Family of Funds. He has been directly involved in the Fund's company operations for over sixteen years and is the President and Chief Executive Officer of the Fund's investment adviser - Pacific Heights Asset Management, LLC. 

Prior to joining Permanent Portfolio Family of Funds, Mr. Cuggino worked for Ernst & Young in various capacities, including the company's Corporate Assurance Practice.  He has held the CPA designation since 1988 and has appeared on CNNfn, CNBC, CBS Market Watch, CBS Radio, Fox News and both Bloomberg TV and Radio. 

A testament to his years of professional experience and success, Mr. Cuggino has also been featured in Investment News, BusinessWeek Online, Barron's Online, Kiplinger's Personal Finance, Smart Money, The Washington Post, The Wall Street Journal, The Wall Street Transcript and various other newspapers. 

 
 
James H. Andrews
Treasurer
 

James H. Andrews is the Treasurer of Permanent Portfolio Family of Funds and is also the Director of Finance of the Fund's investment adviser - Pacific Heights Asset Management, LLC.

Prior to joining the Fund, Mr. Andrews worked for Blum Capital Partners LP from 1994 to 2006 as a Manager and Senior Accountant in Investment Partnerships. In these roles, he was responsible for partnership and portfolio accounting, investment operations, performance measurement, and compliance. From 1992 to 1993, Mr. Andrews worked at Harris, Bretall, Sullivan & Smith and held various positions in finance, accounting, and investments. In prior years, Mr. Andrews also worked at Fireman’s Fund Insurance/Fund American Cos., Occidental Petroleum, and BP, plc/The Standard Oil Co. (Sohio).

Mr. Andrews received his undergraduate degrees in Economics and History from Tufts University and his MBA in Finance and Accounting from Northwestern University.

 
 
Jan Moeller
Director of Shareholder Services
 

Jan Moeller is the Director of Shareholder Services of the Fund's investment adviser - Pacific Heights Asset Management, LLC. She is responsible for the operation, maintenance, and administration of the Fund’s Shareholder Services Office. Ms. Moeller also serves as a liaison to the Fund’s transfer agent, distributor, and other service providers, thereby maintaining effective working relationships with those vendors and ensuring continued shareholder satisfaction. With over twenty years of experience with the Fund, Ms. Moeller has been instrumental in developing and maintaining long-term customer relationships.

Prior to joining Permanent Portfolio Family of Funds, Ms. Moeller worked as a marketing and sales assistant for Harry Browne’s Special Reports Inc., the publishing company for the late Harry Browne’s financial newsletter. It was there Ms. Moeller first became acquainted with the Permanent Portfolio concept.

 
 
Jordan C. Clopton
Director of Institutional Sales
 

Jordan C. Clopton is the Director of Institutional Sales of the Fund's investment adviser - Pacific Heights Asset Management, LLC. He has over seven years of experience in the financial services industry, with a focus on retail and institutional sales and marketing.

Prior to joining Pacific Heights Asset Management, LLC, Mr. Clopton was a Director of Accounts at SunStar, a media relations firm where he managed several financial services accounts and was responsible for strengthening clients' brands through intensive print and television media campaigns. Mr. Clopton began his financial services career with Morgan Stanley's Private Wealth Management Group.

Mr. Clopton is Series 7 and 66 registered. He received his undergraduate degree from the University of Maryland and his MBA from The George Washington University, where he concentrated in Accounting and Finance.


 
 
Kathryn Kramer Klein
Shareholder Services Representative
 

Kathryn Kramer Klein is a Shareholder Services Representative of the Fund's investment adviser - Pacific Heights Asset Management, LLC.   She has ten years of experience in the financial services industry.

Prior to joining Pacific Heights Asset Management, LLC, Ms. Klein was a Vice President Branch Manager at TD Ameritrade (formerly TD Waterhouse) where she opened and managed the Austin, Texas office.  In this role, she was responsible for overseeing associates, maintaining and acquiring customer accounts, and presenting educational investment seminars.  Prior to working in the Austin branch, Ms. Klein worked for Waterhouse Securities in New Orleans, Louisiana and Dallas, Texas. She received her undergraduate degree from Louisiana State University.


 
 

Jeannette M. Gough
Director of Administration

 

Jeannette M. Gough is the Director of Administration of the Fund's investment adviser - Pacific Heights Asset Management, LLC - where she provides administrative and compliance support. Ms. Gough has twenty years of administrative business experience.

Prior to joining Pacific Heights Asset Management, LLC, Ms. Gough worked in various industries, including legal, compliance, high tech, and financial services.

 

 

Emma
Webmaster

 

Emma is the webmaster of Permanent Portfolio Family of Funds' website. She was born in Pennsylvania in 2004 and currently lives in Boston, Massachusetts. Emma welcomes any comments or feedback you may have about our site. She can also be seen at various industry events.