Paul Krsek is the founder and managing member of K&A Asset Management, LLC (K&A). He is the Chief Investment Officer of K&A and is primarily responsible for the management of most client portfolios and all K&A model portfolios.

Mr. Krsek is also one of three organizers, and past-President of First California Northern Bancorp, a California bank holding company. First California Northern Bancorp has since been sold to Capitol Bancorp, LTD. a public bank holding company whose stock trades on the NYSE under the symbol CBC. Mr. Krsek is also a cofounder of Napa Community Bank (NCB) in Napa, CA. and currently serves as a nonvoting Advisory Director to NCB. A majority interest in NCB has also been sold to Capitol Bancorp, LTD.

Mr. Krsek is also co-founder and past-President of Predictive Financial Technologies, LLC (PFT) a hedge fund manager. PFT formed a joint venture with Olsen Data, of Zurich, Switzerland to manage foreign exchange funds in the United States. The two hedge funds formed by PFT have been profitably liquidated and all proceeds returned to the investors.

Mr. Krsek is also the founder and past-managing partner of Krsek Publishing, LP which owned and operated the St. Helena Star and Weekly Calistogan newspapers from 1997-2003. Krsek Publishing, LP was sold to Pulitzer Publishing in 2003.

Prior to forming K&A in 1998, Mr. Krsek was employed in various capacities, from 1990-1998, by Edward Jones & Co., an NYSE member firm based in St. Louis, Missouri.

Mr. Krsek was employed, from 1983-1989, by Angeles Corporation in Los Angeles, California. From 1985-1989 he served as President, CEO, and Director of Angeles Securities Corporation. He also served as Executive Vice President and Director of Angeles Corporation, the parent company, a publicly held diversified financial services firm which managed approximately $4.4 billion in stock, bond, and real estate assets.

After leaving Angeles Corporation in 1989 Mr. Krsek and his family moved to the Napa Valley where he has lived and worked ever since. He has become an integral member of the community, having served on many non-profit boards, and in various service capacities, including his personal favorite, the St. Helena Rotary Club. He is a frequent guest speaker for business groups in the Napa and Sonoma Valleys and author of several articles that have appeared in various newspapers and periodicals. He is the author of K&A’s periodic newsletter called Ellumination and serves as co-host of the weekly radio show called the K&A Hour of Everybody’s Business which airs on KVON-AM radio weekly.

Mr. Krsek has a BA in Sociology from Shippensburg University of Pennsylvania and is a graduate of the Executive Management Program of the Anderson Graduate School of Management at UCLA. He is married; has three children; and currently resides in Napa, CA. For over 30 years, Mr. Andreae has worked in various capacities in the corporate and business community, both internationally and domestically. For the past 20 years, he has been a principal in two firms, one specializing in real estate development, and most recently K&A Asset Management LLC, a registered investment advisor. He serves as Chief Compliance Officer for K&A.

Prior to that, Mr. Andreae was Vice President, Investment Management and Trust Services for The Mechanics Bank. He has also served as Vice President of Security Pacific Leasing Corporation at Security Pacific Bank (now Bank of America) and American President Lines, where he served as manager of the Tokyo, Japan operations.

He has served on many non-profit boards, including being a past president of the Community Foundation of the Napa Valley, past-President of St. Helena Rotary, past-chairman of the Rotary Winter Ball, Board Member and Finance Chair of the Children's Hospital of Oakland Foundation and currently the Chairman of the St. Helena Chamber of Commerce.

He serves as host of the weekly radio show called the K&A Hour of Everybody’s Business which airs on KVON-AM radio weekly and is primarily responsible for production of the show.

He has a Bachelor of Science degree from Western Michigan University and a Masters from the American Graduate School of International Management.

In 2006 Mr. Andreae was selected by the St. Helena Chamber of Commerce as The Citizen of the Year in recognition of his outstanding and long term contributions to the community.

He resides in St. Helena, California with his wife, Linda, and their three children. Meghan Krsek is the Controller of K&A. In this capacity she is responsible for all internal accounting and financial management for K&A. She works closely with the accounting firm of Brotemarkle, Davis & Co. in the annual preparation of all financial reporting and tax filings for K&A.

Meghan is also responsible for all investment and portfolio performance reporting. She currently uses Centerpiece Software, developed by Schwab Performance Technologies to provide accurate and timely investment performance measurement for the portfolio managers at K&A; as well as timely performance reporting to clients of K&A. Centerpiece allows K&A to provide “Time Weighted Return” (TWR) calculations to our clients. TWR is the standard of accounting and performance measurement adopted by the CFA Institute to provide consistent and reliable performance measurement.

The CFA Institute's Global Investment Performance Standards (GIPS®) for performance reporting are ethical standards to be used by investment managers for creating performance presentations that ensure fair representation and full disclosure. Global standardization of investment performance reporting will allow investors to compare investment managers and will allow managers to compete for new business in foreign markets.

Prior to joining K&A, Mrs. Krsek was controller for Dalla Terra, a Napa, CA company that imports specialty Italian wines to the United States for distribution.

Professional memberships include the Institute of Management Accountants (IMA) and American Society of Women Accountants (ASWA). She is also a Rotary Paul Harris Fellow.
On an ongoing basis, Meghan gives back to her community through personal involvement and the dedication of her firm's resources. When she is not assisting the partners or keeping abreast of new accounting and tax issues, she enjoys participating in global coral reef research and spending time with her family and friends. She has traveled the world photographing life under the sea.

Mrs. Krsek holds a Bachelor of Science degree in accounting from Sonoma State University in Sonoma, CA.

Prior to joining K&A, Mr. O’Dwyer was a partner at Sonz Partners Holdings, a hedge fund with offices in Clearwater FL and Napa CA. There, he was responsible for fundamental equity analysis, trading, portfolio strategy, and partner relations. From 1996 he also served as Managing Director for the fund’s investment advisor. In this capacity, he oversaw all legal, tax and administrative aspects of the firm, developed an unmatched knowledge of the industry and a complete understanding of alternative investments.  

Mr. O’Dwyer joins Paul Krsek in the management of all client investment portfolios based on K&A’s various proprietary model portfolio strategies.

Originally from England, Lee has lived in the United States since 1993. After moving to Napa from Marin County with his wife in 1998, he is proud to have made Napa his home and raised a family here. He is very active within his children’s school and currently serves as President and Treasurer of its non-profit fund raising group. When he is not reading the latest economic news or company annual reports, you’ll find him spending time with his two children or on the golf course.

Mr. O’Dwyer holds an Honors degree from the University of Wales, Aberystwyth in International Relations, with minors in Economics and Accounting.

Sharon Turner brings many years of client relationship experience to K&A. Sharon uses her client service skills to assist our clients with a wide variety of account management and maintenance services that they may request from time to time. Her position was created to ensure that K&A clients receive the personal attention they deserve.

Sharon is responsible for monitoring all trading activity in all managed portfolios for the purpose of maintaining compliance records related to trading activity and assuring accurate and orderly trade flow and order fulfillment. She also administers all client portfolios in order to maintain records that meet SEC guidelines as well as K&A compliance procedures.

She assists in maintaining timely communications with our clients by preparing and distributing the hard copy version our newsletter Ellumination.

Prior to joining K&A in 2005 Mrs. Turner was a sales representative for Keebler, a division of Kellogg. She is married and lives on Cobb Mountain with her husband and three children.

Sandy Durden is the Operations Executive at K&A.  Since joining K&A Sandy has demonstrated a wide variety of skills that has made her an invaluable member of the team while providing operational support to both our asset management and wealth management service groups. Sandy works on larger projects, including statistical analysis, performance monitoring, communicating with clients related to performance of our investment models, compliance related issues and accounting services for our clients; as well as assisting the team with day to day operational and technical client support. 

Prior to joining the K&A team, she was the Client Services Manager at an event ticketing company, TicketWeb, and was the Box Office Manager at a local performing arts theater, the Lincoln Theater.

After moving to the Bay Area from Southern California in 1998, Ms. Durden made Napa her home in 2005 with her husband and young daughter.  They enjoy attending music and arts festivals, camping and exploring.

Ms. Durden attended California State University of Los Angeles.