Team - BCA Funds

The Bernzott U.S. Small Cap Value Fund Team

Kevin Bernzott
Founder & CEO

Founded the firm in 1994. Previously CEO of McGaelic Group, a family office. JD , University of West Los Angeles, School of Law. 33 years investment experience.

Sean Greely, CFA
Portfolio Manager / Analyst

Previously partner at Monarch Partners Asset Management. BA Economics and Computer Science, Tufts University. 18 years investment experience.

Hans T. Walsh
Chief Compliance Officer

Previously a career US Navy SEAL officer, he is a decorated combat and disabled veteran. BS Biology, Marquette University. MA National Security and Strategic Studies, Naval War College. Investment Foundations Certificate, CFA Institute. Investment Adviser Certified Compliance Professional. He speaks fluent Spanish.

Patrick Fischoeder
Private Clients / Business Development

Previously a Client Adviser at Rockefeller & Company. BA Economics, Connecticut College.

The investment team profiled here is augmented by additional support and client service professionals.

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The Fund's prospectus, which is available under the resources tab, includes investment objectives, risks, fees, expenses and other information that should be read and considered carefully before investing.

The Bernzott U.S. Small Cap Value Fund is distributed by IMST Distributors, LLC.

This site is only intended for clients and interested investors residing in states and countries in which Bernzott Capital Advisors is qualified to conduct investment advisory services.

Bernzott Capital Advisors is an SEC registered investment adviser located in Lakeway, TX with offices in Camarillo, CA, and Hingham, MA. We may only transact business in those states or countries in which we are registered, or qualify for an exemption or exclusion from registration requirements. For non-clients of the firm, Bernzott Capital Advisors' website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact us at (800) 856-2646 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Bernzott Capital Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Bernzott Capital representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

There are no express or implied warranties with respect to this or any linked site.