Team

We have combined experience of over 80 years in the industry and have worked together as a team for over 20 years.

Eric S. Wong, CFA®

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  • Investing professionally since 1987.
  • Chartered Financial Analyst (CFA®)
  • Certified Public Accountant (CPA) (Inactive)
  • CFA Institute
  • CFA Society of Los Angeles
  • Master of Business Administration – University of Southern California
  • Bachelor of Science – Accounting- University of Southern California
  • Started accounting career at Arthur Andersen & Co.
  • Started investment career at Drexel Burnham Lambert in 1987
  • Joined Smith Barney in 1989 which eventually became Morgan Stanley 2012 – rose to the level of Senior Portfolio Management Director, Senior Vice President, Financial Advisor
  • Founded Pavion Blue Capital, LLC in 2019

James M. Oghigian

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  • Investing professionally since 1995.
  • Bachelor of Science – California State Polytechnic University
  • Prior experience as a Real Estate Analyst with Bank of America
  • Started investment career at Smith Barney in 1995 which eventually became Morgan Stanley in 2012 – rose to the level of Senior Portfolio Manager, First Vice President, Financial Advisor
  • Has worked with Eric Wong since 1996
  • Founded Pavion Blue Capital, LLC in 2019

Elpha A. Mandell

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  • Has provided administrative and client services since 1990
  • Bachelor of Science with an emphasis in Finance from California State University at Long Beach
  • Has worked with Eric Wong and James Oghigian since 1997
  • Started her career at Paine Webber in 1990
  • Joined Smith Barney in 1997 (Elpha had a post marriage “sabbatical” at A.G. Edwards for 11 months in 2005/2006) which eventually became Morgan Stanley in 2012 – rose to the level of Assistant Vice President
  • Joined Pavion Blue Capital in 2019 and is in charge of administration and client relations.
Contact Us

Visit Us

23 Corporate Plaza, Suite 150
Newport Beach, California 92660
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(213) 805-6698

Clients

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