Staff

 IMS Investment Team  

Carl W. Marker – Principal
Mr. Marker is the Founder, Chairman, CEO and Chief Investment Officer at IMS Capital Management. Mr. Marker has 29 years experience as a professional money manager. He has managed the IMS family of no-load funds since their inception. Mr. Marker earned a Bachelor of Science degree from the University of Oregon. Prior to founding IMS Capital Management in 1988, Mr. Marker worked as a financial system analyst for subsidiaries of General Motors and Mercedes-Benz. He is a member of the Portland Society of Financial Analysts and sits on the board of New Hope Community Church. Mr. Marker is regularly quoted in the press and has appeared in Forbes, The Wall Street Journal, BusinessWeek, Kiplinger´s Personal Finance, SmartMoney Investor’s Business Daily, USA Today, and Barron’s as well as several national business television programs.
Donald A. Shute, CFA
Don Shute is a senior fixed income research analyst at IMS Capital Management with 33 years experience.  Prior to joining the firm, Mr. Shute worked for Bear Stearns Asset Management in New York, managing high yield bonds and researching government credit and corporate debt securities.  Prior to that, Mr. Shute served in a wide range of portfolio manager/analyst roles at GT Asset Management in Hong Kong and at Wells Fargo Asset Management in San Francisco. Experienced in all aspects of fixed income management including credit analysis, risk quantification and modeling, Mr. Shute has worked with domestic and global debt, corporate, government and convertible bonds, as well as money markets, currency and derivative and structured products.  Don is a Chartered Financial Analyst and has a Masters degree from Utah State University.
Chris Magaña, Principal
Chris Magaña is the President and Chief Compliance Officer at IMS Capital Management. He is also responsible for providing equity research and portfolio management for the IMS Dividend Growth Strategy and for separately managed accounts. Prior to joining IMS, Mr. Magaña worked as a portfolio manager for West Coast Trust, an affiliate of Columbia State Bank, where he developed a low turnover, concentrated equity strategy. Chris has 12 years of equity research and portfolio management experience. After receiving his B.A. in Business Administration from Concordia University, he completed his MBA in Finance and JD from Willamette University. He is a member of the Oregon State Bar. He has served as an adjunct professor at Concordia University and currently teaches part-time at Washington State University-Vancouver and Willamette University’s Graduate School of Business. He is active in several charitable organizations and speaks regularly to students, community groups and associations on investment, economic and personal finance topics. He is on the board of the Foundation for Vancouver Public Schools and was named one of the Portland Business Journal’s “Forty Under 40” in 2011.
Manisha Thakkar, CFA
Manisha Thakkar is a senior equity research analyst at IMS Capital Management.  She has over 23 years of investment industry experience as a research analyst with a Portland-based portfolio manager and two investment consulting firms.  Mrs. Thakkar is a Chartered Financial Analyst and has a Masters of Finance degree from the University of Texas.

 

IMS Professional Staff  

Doug Kintzinger – Principal
Doug Kintzinger is an owner, board member and advisor of IMS Capital Management and has over 28 years of financial, investment, and management experience. He graduated from Luther College with a B.A. in Math and Accounting and graduated from University of Iowa with an MBA and law degree. Doug worked for JELD-WEN Holding, Inc. from 1987 to 2009, most recently as a member of the Board of Directors, Executive Vice President and CFO. In 2009/2010, he worked as a consultant doing work for various companies owned by Dick Wendt, JELD-WEN’s founder. Currently, he serves on several boards including Hampton Affiliates, the Oregon Tech Foundation and the Iowa Law School Foundation.
Steve Haug – Managing Director / Investment Advisory Services
Mr. Haug has over 20 years of securities industry experience and is responsible for new business development and helping clients achieve their investment goals using diversification and asset allocation techniques. Steve manages the IMS branch in Eugene, Oregon. Prior to joining IMS, Mr. Haug spent 23 years in the brokerage and advisor industry working with clients and their investments. Mr. Haug earned a Bachelor of Science degree in Business Management from Whitworth College.
Daniel Belica – Principal and Managing Director / Investment Advisory Services
Mr. Belica is a Managing Director –  Investment Advisory Services in the Portland office.  He is responsible for developing and maintaining client relationships.  Mr. Belica works directly with individuals, families, institutions and investment advisors.  He has over 40 years’ experience in the financial industry with firms in New York, Chicago and Portland.  Mr. Belica spent 22 years as a member of the Chicago Board of Trade (CBOT).  He is experienced in stocks, bonds, futures, options and commodities.  Dan’s strengths include building strong client relationships based on knowledge and trust, as well as helping clients achieve their financial goals.  Mr. Belica earned his Bachelor of Science degree from Colgate University.
Sharon Haug – Investment Advisory Services
Sharon Haug has 30 years of financial industry experience. Her passion is helping clients navigate through life’s financial decisions to achieve their investment goals. Prior to joining IMS Capital Management, her experience in the securities industry include handling the responsibilities of Portfolio Manager, Vice President of Operations, Chief Compliance Officer, and CFO of prominent Washington investment advisory firms. Sharon earned her Bachelor of Science degree in Business Management from Lewis Clark State College.
Mats Nordgren – Manager of Technology and Operation Services
Mats Nordgren is responsible of managing technology and operations. He has 19 years of experience in the brokerage and advisor business. Mats have extensive knowledge of back office operations, trading, compliance and technology. Prior to joining IMS in 2015 he worked as a Portfolio Administrator and Equity Trader at Portfolio21/Progressive Investment Management and Equity Trader at Wachovia Securities. Mats worked for IMS between 2007 and 2013 and rejoined the team in 2015.
Michele Thomson –  Client Service / Operations
Ms. Thomson is responsible for working directly with clients and handling the firms operations.  Prior to joining IMS, she worked for GE Capital and Professional Plastics.  Ms. Thomson has over 14 years of experience in client service and operations.  She earned her Bachelor’s Degree from the University of Washington.
Asmita Singh –  Client Service / Operations
Mrs. Singh is responsible for working directly with clients and handling the firms operations. Mrs. Singh has over 14 years experience in customer service and operations in the banking industry. Prior to joining IMS she was the customer service and operations manager at West Coast Bank. She earned her Bachelors Degree in Finance from Caplan University.