Meet Our Team

NICHOLAS ATKESON

NICHOLAS ATKESON

Mr. Atkeson is a principal of Delta Investment Management. Mr. Atkeson has over 25 years of industry experience. Prior to founding Delta Investment Management, Mr. Atkeson was a partner and portfolio manager of Delta Force Capital, a San Francisco-based hedge fund and held senior positions at Banc of America Securities, ThinkEquity, and Susquehanna International Group. Mr. Atkeson is co‑author of “Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” published by McGraw Hill. Mr. Atkeson graduated from Haverford College with a BA in Economics and from Stanford University Graduate School of Business with an MBA.

ANDREW HOUGHTON

ANDREW HOUGHTON

Mr. Houghton is a principal of Delta Investment Management. Mr. Houghton has over 25 years of industry experience. Prior to founding Delta Investment Management, Mr. Houghton held positions at Montgomery Securities, Banc of America Securities, Delta Force Capital, ThinkEquity, and Susquehanna. Mr. Houghton is co‑author of “Win By Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk“. Mr. Houghton has a BA in Economics from Boston University and served as a Peace Corps Volunteer in Togo, West Africa.

KYLER HASSON

KYLER HASSON

Mr. Hasson is a portfolio manager at Delta employing a bottom up, value based investing approach. Prior to Delta, Mr. Hasson founded Hasson Investments in 2012. Mr. Hasson earned a B.A. in Economics and an M.S. in Management Science & Engineering at Stanford University, where he was a member of the wrestling team.

MIKE KRESS

MIKE KRESS

Mr. Kress is a portfolio manager at Delta Investment Management. Mr. Kress has 50 years of industry experience. Prior to joining Delta Investment Management, Mr. Kress worked at Sanctuary Wealth, ThinkEquity, Banc of America Investment Services, Credit Suisse First Boston, and Donaldson, Lufkin & Jenrette. Mr. Kress has a Bachelor of Business degree from Ohio University.

Howard Aschwald

HOWARD ASCHWALD

Mr. Aschwald is a portfolio manager at Delta Investment Management. Mr. Aschwald  has over 35 years of industry experience as an investment professional with a background as a technology analyst and portfolio manager. Mr.Aschwald is a member of the Chartered Financial Analyst Society of San Francisco, the International CFA Institute as well as the Marin County Estate Planning Council where he served as president. He has an MBA in Finance and a Masters degree in Financial Planning and is a CFA Charterholder.

ORG_DSC09964

WINSTON GAFFRON

Mr. Gaffron is an investment advisor at Delta Investment Management. Prior to joining Delta, Mr. Gaffron worked in the health and medical industry.  Mr. Gaffron graduated from the University of Kentucky where he earned a degree in Kinesiology with a specialization in business. Mr Gaffron was also a member of the football team.

EDDIE BARRETTO

EDDIE BARRETTO

Mr. Barretto is a portfolio manager and director at Delta Investment Management. Mr. Barretto, a Wall Street veteran of over 30 years, having spent the bulk of his career as a managing director at Banc of America Securities, Montgomery Securities, BTIG, and Stifel. Mr. Barretto has a Bachelor of Science in Business from the University of San Francisco where he was a member of the Dons tennis team before playing on the professional tennis circuit.

JACKIE ANN PATTERSON

JACKIE ANN PATTERSON

Ms. Patterson is a consultant to Delta Investment Management. Ms. Patterson has over 9 years of investment industry experience, plus 20 years of experience in the computer, software, and technology industries. Previous consulting clients include Fidelity Investments. Ms. Patterson is the founder of Own Mountain Trading Company dba BackTesting Report, a publisher of investment newsletters and educational material. Ms. Patterson is also the author of three books: Truth About ETF Rotation, Fund Your Retirement by Investing in Top Exchange Traded Funds in One Hour Per Week, Truth About MACD, and Administering Wills and Trusts: A layperson’s Guide for Executors and Trustees of Mid-Sized Estates. Ms. Patterson graduated from the University of Colorado at Boulder with a bachelor’s degree in Electrical Engineering and Computer Science.

Contact Us

By phone (415) 249-6337 to find out how we can work together to help you manage your investments or fill out this short form and we will contact you.