Introducing Our Team
Eric S. Wong, CFA®
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 in 2012, and rose to the level of senior portfolio management director, senior vice president, and financial advisor.
Founded Pavion Blue Capital LLC in 2019
James M. Oghigian
joghigian@pavionbluecapital.com
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, and rose to the level of senior portfolio manager, first vice president, and financial advisor.
Has worked with Eric Wong since 1996
Founded Pavion Blue Capital LLC in 2019
Elpha A. Mandell
emandell@pavionbluecapital.com
Has provided administrative and client services since 1990
Bachelor of Science with an emphasis in finance from California State University, 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, and rose to the level of assistant vice president.
Joined Pavion Blue Capital in 2019 and is in charge of administration and client relations.
Our Clients
We have been fortunate; our clients are a great group of people to work with. Some of our relationships are in excess of 35 years. Our clients and the types of accounts we invest in and service run the entire gamut. What they do have in common is that they are long-term investors who understand what we are trying to accomplish. We thank our clients for their trust and loyalty.