Financial Sense Staff
Sales/Marketing Manager
cathlyn@puplava.com
Puplava Financial Services, Inc. Cathlyn graduated magna cum laude with a B.A. in Comparative Literature from Dartmouth College and an M.A. in Performance Studies from New York University. Cathlyn joined PFS Group in 2004. Her professional designations include FINRA Series 7 and Series 66 Uniform Combined State Law Exam, and her financial services background includes over 12 years working with financial products, including managed futures and hedge funds. She enjoys the time she spends discussing our investments with current and potential clients. In her current position, Ms. Harris has helped to "brand" PFS Group with updated and improved marketing materials, and streamlined client service and back office procedures. Cathlyn is a voracious reader and loves the outdoors, singing with choral groups, and experimenting with recipes. |
Portfolio Manager, Fundamental Analyst
cpuplava@puplava.com
Puplava Financial Services, Inc. Chris graduated magna cum laude with a B.S. in Biochemistry from California Polytechnic State University, San Luis Obispo. He joined PFS Group in 2005 and is currently pursuing the designation of Chartered Financial Analyst. His professional designations include FINRA Series 7 and Series 66 Uniform Combined State Law Exam. He manages PFS Group's Energy Managed Account and Aggressive Growth Managed Account, and co-manages its Precious Metals Managed Account. Chris also contributes articles and Market Observations to Financial Sense and co-authors In the Know—a weekly communication for Jim Puplava's clients only—with other members of the trading staff. Chris enjoys the outdoors. |
Senior Editor
cris@financialsense.com
Puplava Financial Services, Inc. Research Assistant Puplava Securities, Inc. Registered Representative Financial Sense Senior Editor Cris joined PFS Group in 2002. He holds a B.S. in Mathematics from California State University San Marcos. His professional designations include FINRA Series 7 & Series 63; and he is also currently pursuing the designation of Chartered Financial Analyst. |
fswebmaster@financialsense.com
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President, Chief Investment Strategist
fsnewshourprogram @ financialsense.com
Puplava Financial Services, Inc. Mr. Puplava graduated cum laude in Political Science from Arizona State University. He then went on to graduate with honors with a Master's Degree in International Management from the American Graduate School of International Management (Thunderbird). Among his many awards and achievements, in 2007 and 2009 Jim was nominated by his clients and professional peers as one of the San Diego area's best wealth managers. Jim Puplava's professional designations include Certified Financial Planner; FINRA Series 7 and Series 24; and Life, Disability and Variable Insurance licenses. Mr. Puplava has been President of Puplava Financial Services, Inc. (PFS) since 1985. For twelve years, James Puplava held a position as Branch Manager for LPL Financial Services, LLC. In 1996, Mr. Puplava established the broker/dealer firm, Puplava Securities, Inc. (PSI) and is its President. His business experience includes contributing as a financial writer to various publications and acting as a TV financial reporter. In 1988, Mr. Puplava began hosting Financial Sense Talkradio on various radio stations in San Diego. Today, Jim Puplava oversees the portfolio management team at Puplava Financial Services, Inc. and Puplava Securities, Inc. He continues his weekly broadcasts and writes thought-provoking commentary for Financial Sense Online. Mr. Puplava also serves on the Board of Directors for Kimber Resources, Inc. (AMEX: KBX) of Vancouver, BC, Canada. Jim and his wife, Mary, contribute time and resources to a number of charities. Jim loves historical documentaries, sailing his J-124 and is an avid reader. Click here for Jim's historical archive |
Portfolio Manager, Technical Analyst
ryan@puplava.com
Puplava Financial Services, Inc. Ryan joined PFS Group in 1995. He holds a B.S. in Business Administration/Finance from San Diego State University. His professional designations include FINRA Series 4, Series 7, and Series 66 Uniform Combined State Law Exam. He earned the Chartered Market Technician's designation in 2007. Mr. Puplava is Senior Trading Manager and manages PFS Group's Growth investment objective. He co-authors In the Know—a weekly communication for Jim Puplava's clients only—with other members of the trading staff; he also contributes Market Observations to Financial Sense and is a frequent guest on Financial Sense Newshour. Ryan enjoys sailing, kite surfing, and playing his guitar. |
Portfolio Manager, Chief Operating Officer, Chief Compliance Officer
scott@puplava.com
Puplava Financial Services, Inc. Scott holds a B.S. in Business Administration/Finance from San Diego State University. Mr. Middleton's professional designations include FINRA Series 6, Series 7, Series 24, Series 53, and Series 66 Uniform Combined State Law Exam. Mr. Middleton has been employed by PFS Group since 2000. He manages PFS Group's Strategic Real Return investment objective, and co-manages its Precious Metals Managed Account. He co-authors In the Know—a weekly communication for Jim Puplava's clients only—with other members of the trading staff, and occasionally contributes Market Observations to Financial Sense. Scott is an outdoorsman and enjoys camping with his family. |
Senior Vice President, Senior Portfolio Manager
tom@puplava.com
Puplava Financial Services, Inc. Mr. Smith graduated with a BS in Business Administration from San Diego State University. Mr. Smith's professional designations include FINRA Series 7. Mr. Smith joined PFS Group in 2010. He manages the Growth with Income investment objective, and oversees the activities of the Research & Trading Team. He co-authors In the Know—a weekly communication for Jim Puplava's clients only—with other members of the trading staff. With nearly 20 years of experience in the investment management industry—including 10 years with Nicholas-Applegate Capital Management, as well as other asset management and administration experience at Wells Fargo Bank, Dean Witter Reynolds, and Dunham & Associates—Mr. Smith's expertise with comprehensive wealth management solutions is a significant asset to the firm's growing institutional and high net worth clientele. Tom is a fitness enthusiast and coaches a number of youth sports. |
