ABOUT US
Meet the team
Timothy Wahl
Mr. Wahl currently serves as President of The Investment House, LLC and also serves as President and Head Portfolio Manager of The Investment House Growth ETF. Mr. Wahl’s primary responsibilities include research and portfolio management.
Mr. Wahl has spent the last 35 years in the capital markets arena. Prior to the formation of The Investment House, LLC, Mr. Wahl served as a Managing Director and was a member of the Investment Policy Committee for First Western Investment Management. Mr. Wahl was primarily involved in equity research and equity management and also served as manager of First Western’s Westwood office. Prior to First Western, Mr. Wahl formed GKM Advisers in January of 2000.
Prior to GKM Advisers, he operated his own investment advisor firm. Mr. Wahl worked as a NASDAQ market maker in the early 1990’s with Gruntal Securities in Los Angeles and Cruttenden Roth in Irvine, CA. He earned his CPA credential while working for Deloitte and Touche, auditing money management firms and professional sports franchises. Mr. Wahl played professional baseball for the Milwaukee Brewers while completing his college education at California State University at Dominguez Hills, Oklahoma City University and San Diego State University with a BS in Accounting.
Peter Gardiner
Mr. Gardiner is responsible for research and serves as Portfolio Manager for several of The Investment House’s other investment strategies. Prior to The Investment House, Mr. Gardiner served as Chief Investment Officer of Blizzard Management LLC, a $1 billion, multi-asset family office. During his 42-year investment management history, Mr. Gardiner has held positions as General Partner of Marathon Capital Partners, a value equity and special situations investment partnership; as General Partner of Eastman Research, a quantitative – based equity futures and options trading partnership; and as an independent proprietary trader in multiple asset classes. Prior to that, in the mid to late 80s, he served as Sr. Vice President and head of trading for Drexel Burnham Lambert’s convertible bond department, having started at Cresvale International in 1984 trading Euro-convertible securities. He holds a B.A. from Colgate University and an M.A. from Columbia University.
David Kahn
David Kahn serves as our Chief Compliance Officer, and is responsible for compliance, client service, and operations for the firm. Prior to joining The Investment House in 2012, he was Director of Compliance and Operations at First Western Capital Management and Senior Vice President, Compliance and Operations at First Western Investment Management beginning May 2009. Previously, Mr. Kahn was Chief Compliance Officer at GKM Advisers. Mr. Kahn earned an MBA from the University of California at Irvine.
Tyler Logan
Tyler Logan serves as Chief Operating Officer, responsible for operations, compliance, and client service at The Investment House. His role includes project management, quality control, and assisting the CCO in administering the compliance program. Mr. Logan joined the firm in 2020, after receiving his bachelor’s degree in economics with a certificate from the Technology Management Program at the University of California Santa Barbara.