About Us

Bob joined Bank of America as an investment officer in 1972 and founded Guardian Investment Management in 1976. Bob brings over 40 years of investing experience to Guardian. Bob’s civic activity includes an active role as Chairman of the Board of California Pacific Medical Center’s (CPMC) Foundation. He is the past Chairman of the Corporate Board of CPMC, past President of the Olympic Club Foundation, past Regent of St. Ignatius College Preparatory, and past Vice President of The Guardsmen. Bob holds a BA from the University of San Francisco and an MBA from Golden Gate University.

Denise performs many valuable roles including research, portfolio management, performance reporting, business development, relationship management, and operational tasks as needed. Denise earned her MBA from Cornell University’s Johnson Graduate School of Management. Upon graduation, she worked as an Investment Advisor at DLJ/Credit Suisse where she provided comprehensive wealth management services to individuals, C-level executives, venture capital firms (and their LP’s), and foundations. She developed and executed asset allocation strategies, 10b5-1 trading plans, restricted stock sales, VC distributions, cash management, and single stock risk management strategies. Her analytical skills were honed while working for a venture capitalist and at HVS Consulting where she completed more than $2.5 billion of valuations of hotel and shared-ownership assets. She is an excellent relationship manager with numerous years of sales experience after having earned her Bachelor of Arts in Economics from University of California at Santa Barbara.