Randy A. Garcia, CIMA®, AIFA®
Founder, Chief Executive Officer and Chief Investment Officer
Randy A. Garcia is founder, Chief Executive Officer and Chief Investment Officer of the first Nevada based investment management consulting firm, The Investment Counsel Company of Nevada (ICC). Randy is an innovative leader in the investment management consulting industry. Since 1978, he has assisted affluent families, corporations, foundations, and endowments with establishing investment goals and risk parameters, structuring and implementing investment plans to match individualized needs, and monitoring investment performance in relation to clients’ stated objectives.
Randy’s extensive experience has gained him professional recognition in various publications, including Barron’s, Forbes, and Medical Economics. He formerly served as the Chairman of the Education Committee for the Investment Management Consultants Association, an international organization of investment professionals engaged in investment management consulting, counseling, and advisory activities. His responsibilities included setting forth standards of industry professionalism and developing education programs for association members. In this role, he was instrumental in raising the level of professional ethics for the investment industry across the nation.
Randy has been a resident of Las Vegas since 1957 and is a 1977 honors graduate of the University of Nevada, Las Vegas where he earned a B.S. degree in Business Administration, with an emphasis in Accounting. Following graduation, he attended classes at the University of Santa Clara, School of Law, as a scholarship recipient. He has completed executive education programs at Harvard University and Wharton School of Business. Randy has held the designation of Certified Investment Management Analyst (CIMA®) since 1986. The CIMA® certification signifies that an individual has met initial and on-going experience, ethical, education and examination requirements for investment management consulting, including advanced investment management theory and application. He was the first advisor to earn the Accredited Investment Fiduciary Analyst™ (or AIFA®) professional designation from Fiduciary360 and has held this designation since 2002. He has received formal training in investment fiduciary responsibility and is certified to conduct investment fiduciary assessments.
Please Note: Limitations Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. ANY QUESTIONS: The Company’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Michelle M. Konstantarakis, CFP®, CIMA®, AIFA®
Vice President, Senior Investment Consultant, Chief Compliance Officer
Michelle Konstantarakis is a native of Las Vegas and has been with the Firm since 2003. She provides investment consulting services to high net-worth families, committees of private sector retirement plans as well as foundations and endowments. Her comprehensive background within the firm provides Michelle with the skills necessary to fulfill client requirements. Prior to joining ICC, Michelle worked as a financial analyst at Caesars Palace Hotel and Casino providing statistical reports, developing reporting systems, and performing research and analysis as required by the Nevada Gaming Control Board. In 2004, Michelle graduated with honors from the University of Phoenix with a Bachelor’s degree in Business Administration with an emphasis in Finance. Ms. Konstantarakis earned the CFP® designation in 2014, which is a voluntary certification recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Since 2008, Michelle has held the professional designation of Accredited Investment Fiduciary Analyst™ (or AIFA®) from Fiduciary360. This designation signifies that she has received formal training in investment fiduciary responsibility and is certified to conduct investment fiduciary assessments. In 2007, she completed the certification program of the Investment Management Consultants Association (IMCA) at the Haas School of Business, University of California, Berkeley, and maintains the designation of Certified Investment Management Analyst (CIMA®) by IMCA. Michelle holds the Uniform Combined State Law Representative (Series 66) professional license. Serving our community, Michelle is a former member of the United Way of Southern Nevada Women’s Leadership Council. She currently sits on the President’s Council for Nevada State College, and is a member of the finance committee for the Andre Agassi Foundation for Education.
Brett Myer, CFA®
Vice President of Investments and Research
Brett Myer has been providing investment research expertise to ICC since 2007. As Vice President of Investments and Research, Brett is responsible for analyzing economic and financial trends and market conditions in search of investment opportunities. He conducts research and due diligence on money management firms and monitors and reports their performance results. Prior to joining the Firm, Brett was District Manager at a subsidiary of Berkshire Hathaway, for five years, where he was responsible for the loss prevention department across three locations with ten direct reports. Brett graduated from University of Nevada, Las Vegas in 2005 with a B.S. degree in Business Administration and Finance. He received a Master of Business Administration degree in 2008 from the University of Nevada, Las Vegas. Brett holds the Uniform Combined State Law Representative (Series 66) professional license. Mr. Myer has been a CFA® Charter Holder since 2014. CFA® designates an international professional certificate that is offered by the CFA® Institute. Candidates that pursue the certification have in-depth knowledge of securities types and investment vehicles. In order to qualify for a CFA® Charter Holder designation, candidates must meet standards for examination, education, experience, and ethics including: (1) possess a bachelor’s degree from an accredited school, or its equivalent; (2) have completed 48 months of qualified professional work experience, generally related to evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investment; (3) pass a series of three six-hour exams that covers ethics, quantitative methods, economics, corporate finance, financial reporting and analysis, security analysis, and portfolio management and; (4) meet and continue to adhere to a strict Code of Ethics and Standards governing their professional conduct, as reviewed by the CFA® Institute.
Our investment consultants earn the CIMA® designation and the AIFA® designation.
CIMA®® - Certified Investment Management AnalystSM
The CIMA® Board Certification is for individuals who have 3 or more years of financial management experience and have agreed to engage in 10 hours of continued education per year. An advisor must also be free of all criminal actions, regulatory violations, civil actions and customer complaints on the Form U-4, or present satisfactory justification of any occurrence.
To learn more about the CIMA® certification, please visit the official Investment Management Consultants Association Website. (http://www.imca.org/cima)Randy A. Garcia was the first investment consultant in the State of Nevada to earn the CIMA® designation.
AIFA® - Accredited Investment Fiduciary Analyst™
The AIFA® designation is granted by fi360, formerly known as the Center for Fiduciary Studies (www.fi360.com). Those who earn the AIFA® mark successfully complete a specialized program on investment fiduciary standards of care, pass a comprehensive examination and attest to a Code of Ethics. The AIFA® designation represents a thorough knowledge of and ability to apply the fiduciary best practices. Through fi360’s AIFA® Training programs, AIFA® designees learn superior fiduciary practices and the legal and best practice framework they are built upon. AIFA® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist other in implementing proper policies and procedures. AIFA® designees are qualified to conduct independent fiduciary reviews for non-profit endowments and foundations, ERISA retirement plans, private family trusts and high net worth individuals. Continuing Education Requirements include ten combined hours of continuing professional education each renewal year.