FEE-BASED, REGISTERED INVESTMENT ADVISOR
Solely Serving our Clients’ Best Interests
Founded in 1974, Howard Capital Management is a fee-based financial services company with offices in Los Angeles and New York. We have been providing clients with impartial investment advice and guidance for over four decades. We are proud of our dedicated, experienced, and diverse team of professionals that incudes attorneys, MBAs and CFAs. Our team works diligently with high-net-worth families and individuals, foundations, charitable entities, and endowments to help preserve and grow their wealth. Since our inception, we have operated upon the foundation of strategic thinking and independent analysis to provide our Clients with traditional, yet time-proven techniques to manage wealth. In 2020, Howard Capital Management became a Focus partner firm.
Helping our clients achieve their goals is the basis of our long-term success. We believe that frequent personal contact and clear written communication are the best means to render superior service. Our team is key to implementing these goals.
David A. Robinson, JD, CFA President
David A. Robinson joined Howard Capital Management in 2002. As President, Mr. Robinson oversees the operations of the Firm as well as manages portfolios for a number of individuals and families, providing both investment counsel and portfolio management services. He heads the investment Committee, which makes decisions for the Firm regarding asset allocation and portfolio holdings.
Prior to joining Howard Capital Management, Mr. Robinson spent nine years as vice president and portfolio manager with R.H. Bluestein & Company, an investment advisory firm located in Birmingham, Michigan. In addition, he has six years’ experience as an attorney in the fields of Real Estate, Finance, and Trust and Estate Law and is currently a member of both the Michigan and California Bar. Mr. Robinson is currently an active member of the World Presidents’ Organization (WPO) and is involved with numerous local charities. He is also a current member of the Chartered Financial Analyst Society of Los Angeles.
Mr. Robinson graduated from the University of Colorado-Boulder with a B.A. in Economics in 1984, and graduated from the University of Michigan Law School with a J.D., Cum Laude, in 1988. In 1999, he earned the designation of Chartered Financial Analyst” (CFA) from the Association for Investment Management and Research (AIMR).
Jason D. Kaplan, JD, MBA Managing Partner
Jason Kaplan joined Howard Capital Management in 1999. As Managing Partner, he oversees the operations of the Firm as well as manages client relationships for a number of individuals and families, providing both investment counsel and portfolio management services. He is also on the Investment Committee, which makes decisions for the Firm regarding asset allocation and portfolio holdings and serves as Chief Compliance Officer.
Prior to joining Howard Capital Management, Mr. Kaplan worked in the corporate finance group at Imperial Capital where he was responsible for developing and executing mezzanine financings and acquisitions. He began his career at Arden Realty, Inc. as a financial analyst.
Mr. Kaplan currently serves as a trustee for the Echo Horzion School and the Cedars-Sinai Board of Governors. He previously served on the Board of FastPay (sold to Avid Xchange NASDAQ: AVDX), the market leading provider of liquidity and financial workflow solutions to the global digital media industry. In addition, Mr. Kaplan has been involved with numerous charities and served on the Boards of the Saban Community Clinic and Team Prime Time.
Mr. Kaplan received his B.A. degree in Economics, Magna Cum Laude, from Brown University. He earned both his J.D. and M.B.A degrees from the University of Southern California and is a member of the California State Bar.
Mr. Kaplan has been married to Alison for 18 years and they have two boys, Jake and Jordan.
Harold N. Howard, MBA Founder and Senior Managing Director
Harold N. Howard founded Howard Capital Management in 1974 and is a Senior Managing Director. Mr. Howard actively helps oversee the Firm’s strategic direction as well as personally manages numerous client portfolios and relationships, a number of which span three generations.
With four decades of private wealth management expertise, Mr. Howard began his career as an investment counselor in 1960 with The Hanover Bank. Prior to founding Howard Capital Management, he served in various management positions with Brown Brothers Harriman, Kuhn, Lob & Co. and .M. Warburg, Pincus & Co.
Mr. Howard is a member of the New York Society of Security Analysts, Financial Analysts Federation and the Association for Investment Management and Research. He also serves as a director of New Milford Hospital. A long-time advocate of financial education, he served ten years as a director of the Management Decision Laboratory of the New York University Graduate School of Business Administration.
Mr. Howard received his B.A. degree from Union College in Schenectady, New York and his M.B.A. in Finance from Columbia University Graduate School of Business.
Stephan E. Tow Senior Managing Director
Stephan Tow is a Senior Managing Director of Howard Capital Management and a member of the Investment Committee. Mr. Tow manages the client relationships for a number of individuals and families, and has been a financial advisor for businesses and foundations for over forty years. He now works with the third generation of numerous families.
Prior to joining Howard Capital Management, Mr. Tow was the founder of Tow Financial Advisors, an SEC Registered Investment Advisor.
A strong advocate for continuing education, he has been a lecturer at UCLA, USC, the California CPA Society, The Beverly Hills Estate Planning Council, The Family Firm Institute, the CPA Foundation for Education and Research and the University of Judaism Graduate School in Non Profit Management.
Mr. Tow previously served on the Board of Directors of City of Hope for ten years and is the past Chairman of the Investment Committee. Additionally, Mr. Tow served on the Board of Directors of Israel Children’s Centers, The Guardians, The Executive Committee of the Anti-Defamation League and was President of the Vista Del Mar Men’s Associates.
Mr. Tow graduated with a B.A. from California State University – Northridge.
Michael C. Wissel, MBA Managing Director
Michael Wissel is a Managing Director of Howard Capital Management. Mr. Wissel manages client relationships for a number of individuals and families, providing both investment counsel and portfolio management services. In addition, he oversees the Firm’s strategic research and investment analysis, providing insight to the Firm’s Investment Committee. He also oversees all marketing, sales and product management aspects of the Firm’s retirement plan services.
Prior to joining the Firm, Mr. Wissel managed a client relationship team with J.P. Morgan Advisors and has experience in business development and project management within J.P. Morgan’s Private Bank.
Mr. Wissel earned his M.B.A from Fairleigh Dickinson’s Silberman School of Business and his B.A. from the University of Delaware.
Howard I. Wilson Chief Operating Officer
Howard I. Wilson joined Howard Capital Management in 2005. As Chief Operating Officer, he is responsible for all of the back office functions which include operations, trading, human resources and technology. Additionally, Mr. Wilson serves on the Firm’s Investment Committee.
Prior to joining Howard Capital Management, Mr. Wilson spent three yearsas the Director of Information Technology for an executive recruiting firm,The Agency, as well as three years as Director of Operations for Vascom, LLC, a new media startup.
Mr. Wilson graduated from UCLA with a degree in Biology.
Nathaniel A. Whitaker Research Analyst
Nate Whitaker joined Howard Capital Management in 2014. As a Research Analyst, he focuses on fundamental equity research and serves on the Investment Committee, which makes decisions for the Firm regarding asset allocation and portfolio holdings.
Mr. Whitaker graduated from Penn State in 2006, where he was captain of the men’s lacrosse team. He earned his M.B.A. degree from the University of Southern California’s Marshall School of Business in 2014. During his studies at USC, Mr. Whitaker was a small-cap portfolio manager for the Student Investment Fund and was V.P. of the American Finance Association.
Prior to earning his M.B.A. degree, Mr. Whitaker gained experience at Credit Suisse and Bloomberg in both Sales and Trading positions.
Mr. Whitaker holds the Chartered Financial Analyst” (CFA) designation.
Julianna M. Duva Director of Operations
Julianna Duva joined Howard Capital Management in 2014. As Director of Operations, she plays a critical role in the establishment of the Firm’s infrastructure and strategic growth philosophy. Ms. Duva works closely with the COO in all of the back-office functions, which include operations, trading, human resources and technology. Additionally, Ms. Duva serves on the Firm’s Investment Committee, which makes decisions for the Firm regarding asset allocation and portfolio holdings.
Ms. Duva received her B.A. degree in International Relations (Global Finance), Cum Laude, from the University of Southern California.
LETTER FROM PRINCIPALS
For more than forty years, Howard Capital Management has operated on a foundation of long-term personal client relationships for whom impartial financial strategies have been executed, trust earned, and goals realized.
Howard Capital Management is an independent investment advisory firm that offers a team of experienced professionals dedicated to achieving superior investment results through capital preservation and long-term growth. Above all, we strive to provide exceptional service and sound financial judgment.
A key to our effectiveness has been our multi-generational approach to financial management. First, we get to know our Clients very well, and then we get to know their children and grandchildren. We approach each client relationship this way because we believe that along with substantial wealth comes substantial responsibility.
Thank you for your interest in our firm. We invite you to explore our site and learn more about the philosophy, process and the team that makes it all possible. We look forward to meeting you and discussing how you can benefit from our services and investment philosophy in greater detail.