Starmont Management Team

HARVEY A. ROWEN

Chief Executive Officer and Chief Investment Officer

  • – With more than 30 years experience in the financial services industry, Harvey formed Starmont in 1998.
  • – Formerly, he worked as president of Merrill Lynch Trust Company and as president of Retirement Plan Services for Charles Schwab & Co.
  • – He has served as an attorney with the Securities and Exchange Commission, staff counsel to the U.S. Congress and a senior consultant with Stanford Research Institute.
  • – He holds an accounting degree from UCLA, a law degree from Boalt Hall School of Law University of California, Berkeley and an MBA from New York University.
  • – Current board member of the University of California, Berkeley Center for Law, Business and the Economy.
  • – Former board member of the Haas School of Business, University of California, Berkeley.
  • – Chairman of the Investment Monitoring Committee, Jewish Community Foundation of the Greater East Bay.
  • – He also serves as Starmont’s chief compliance officer.

VIVIAN GROMAN

CPA, Senior Advisor

  • – Vivian was a senior vice president at Charles Schwab & Co. She also has extensive experience at Civicbank of Commerce, Genstar Corp., FNC International, and KPMG Peat Marwick.
  • – She is a CPA and holds a BS from the Haas School of Business, University of California, Berkeley.

CRAIG BIGELOW

CFP, Client Relationship Manager

  • – As a certified financial planner, Craig coordinates Starmont’s comprehensive client services.
  • – Previously, he worked as a financial advisor with Charles Schwab & Co. and PaineWebber.
  • – He holds a bachelor’s degree from California State University, Northridge, and an MBA from Golden Gate University.
  • – Craig is a member of the Financial Planning Association and the Tri-Valley Estate Planning Council.

SUZANNE MONACO

Director of Operations

  • – Suzanne has six years of experience in financial services.
  • – She also has 22 years of experience in technology sales, marketing and Client service.
  • – Suzanne serves as Starmont’s principal Client liaison.

SHERRY ROWEN

Vice President, Marketing and Sales

  • – Sherry has 20 years of experience in marketing and sales.
  • – She is responsible for new Client development.

NINA MORIARTY

Administrative Manager

  • – Nina has five years of experience in financial services.
  • – Before joining Starmont, she worked for Morgan Stanley and the Home Insurance Company, and owned and operated a small business.
– She also has 22 years of experience in technology sales, marketing and Client service.