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Valley 200 – 2024: Patrick Nygren

By
Kelly Garcia
-

Senior Vice President, Head of Retail Banking, EverBank

As senior vice president and head of retail banking at EverBank, Nygren brings more than 25 years of experience in retail financial institution leadership and management, including all aspects of consumer and business banking. Prior to joining EverBank, he served as managing director and regional president for Union Bank’s Greater Los Angeles & Central Coast Division and held several leadership roles at Wells Fargo, including regional bank president. He is a graduate of Pacific Coast Banking School. He is also a member of the Valley Industry & Commerce Association. Nygren also serves on the board and finance committee of Casa Pacifica, which seeks to help young people struggling with mental and behavioral health challenges.

Valley 200 – 2024: Steve O’Connell

By
Kelly Garcia
-

President, Chief Executive, California Credit Union

O’Connell is president and chief executive of Glendale-based California Credit Union, which has nearly $5 billion in assets and 200,000 members. O’Connell has been president and chief executive since 2017. He was previously president and chief executive of North Island Credit Union, a division of California Credit Union. From 2002 to 2012 he served as chief financial officer, interim CEO and chief operating officer of California Credit Union. Last year the financial institution expanded into Ventura and San Bernardino counties. He is on numerous boards including the Los Angeles Zoo & Botanical Gardens.

Valley 200 – 2024: Ross Pendergraft

By
Kelly Garcia
-

Benefits Consultant, Arthur J. Gallagher & Co.

Pendergraft has been consulting with business owners and their families since 1992. His experience includes employee benefits consulting, business and personal insurance planning and health care reform compliance. Prior to its acquisition by Gallagher last year, Pendergraft served as senior vice president at Woodland Hills-based Leavitt Insurance Services. Pendergraft is a member of the National Association of Benefits and Insurance Professionals where he was president of the Los Angeles chapter.  He is also a vice chair of the Valley Industry & Commerce Association.

Valley 200 – 2024: David Poms

By
Kelly Garcia
-

Founder, President, Poms & Associates

Poms operates his Calabasas-based firm that specializes in independent commercial insurance brokerage and risk-management as its president. The company, which was founded in 1991, has grown to six offices in four states. Poms & Associates today is among the top 50 privately-held brokerage firms in the U.S. with an annual revenue of more than $50 million. Poms was inducted into Insurance Business America’s 2020 Hall of Fame. In addition to his work at Poms & Associates, Poms serves on the board of the U.S. Olympic and Paralympic Foundation.

Valley 200 – 2024: Jason Sands

By
Kelly Garcia
-

Managing Director, Ameriprise Financial

Sands serves as a managing director and a financial advisor at Ameriprise Financial in Westlake Village, working closely with high-net-worth families and endowments. He received the Client Service Award from Ameriprise in 2020 and 2023. Prior to starting at Ameriprise in 2019, he was a first vice president of Wells Fargo Advisors in Beverly Hills and Encino for 20 years. Sands is a resident of Westlake Village and is very active in the community. He is the founder and former chair of the St. Cyril of Jerusalem Dad’s Club and is the current chair of the Park Players Association.

Valley 200 – 2024: Jeff Sarti

By
Kelly Garcia
-

Chief Executive, Morton Wealth

Sarti is the chief executive of Calabasas-based Morton Wealth, an investment advisor with assets under management of more than $2 billion. Sarti, who earned his MBA from the UCLA Anderson School of Management, first joined Morton Wealth as chief investment officer in 2004. He then served as a principal at Crosscourt Capital Management, returning to Morton Wealth in 2011 as vice president. He has also held the titles of co-president and co-chief executive at the company prior to taking on his current role. Sarti is also a member of the Forbes Finance Council.

Valley 200 – 2024: Joseph Seetoo

By
Kelly Garcia
-

Partner, Senior Vice President, Morton Capital Management

Seetoo provides financial planning and investment management services to business owners and high-net-worth families. Over the past four years, he’s been instrumental in developing a unique offering for Morton Wealth that helps business owners make strategic decisions and prepares those looking to transition or sell their companies. Seetoo is a member of the CFA Institute, the CFA Society of Los Angeles and ProVisors. He is the founder and president of the Conejo Valley chapter of the Exit Planning Institute and is a member of the institute’s EPI Thought Leadership Council.

Valley 200 – 2024: Danone Simpson

By
Kelly Garcia
-

Founder, Chief Executive, Montage Insurance Solutions

Simpson founded Montage Insurance Solutions in 2006 and continues to serve as its chief executive. The agency focuses on employee benefits and property and casualty programs for the commercial and nonprofit sectors. She also started the sister company Simpolicy in 2012, which handles small business, event and travel insurance and Medicare. Simpson has served on the Professionals in Human Resources Association District Board (Woodland Hills) since 2009 and is the current chair of the chapter. She has also been a member of the Valley Village Foundation board for many years.

Valley 200 – 2024: Beth Seidenberg

By
Kelly Garcia
-

Founder, Westlake Village BioPartners

As a co-founding managing director of Westlake Village BioPartners, Seidenberg works to make the firm one of the top biotech investors in the country and establish Los Angeles as a major biotech hub. Since 2018, Westlake Village BioPartners has raised more than $820 million, investing in and incubating 20 life sciences companies. Seidenberg made her foray into the biotech venture capital world as a general partner at Menlo Park venture giant Kleiner Perkins in 2005, a role she continues to hold. She’s also held leadership roles at Amgen, Bristol Myers Squibb and Merck & Co.

Valley 200 – 2024: David Spector

By
Kelly Garcia
-

Chair, Chief Executive, PennyMac Financial Services Inc.

Spector is the chair and chief executive of Pennymac, which was founded in 2008 and consists of PennyMac Financial Services, a mortgage lender and servicer, and PennyMac Mortgage Investment Trust, a residential mortgage real estate investment trust. Spector has been a member of both boards since their formation and was appointed chief executive for both companies in 2017. Before joining Pennymac he was the co-head of global residential mortgages at Morgan Stanley. He also served as senior managing director of secondary marketing at Countrywide Financial Corp. from 1990 to 2006.

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