Pamela has provided financial advisory services to privately-held companies since 1986. She is recognized as a leading authority on business valuation, particularly with respect to Employee Stock Ownership Plans and other qualified ERISA plans.

Pamela is a nationally recognized speaker on ESOP business valuations. She has been a featured speaker for The ESOP Association, the National Center for Employee Ownership, The ESOP Association -California/Western States Chapter, AICPA and for individual organizations on ESOP valuations and fiduciary issues as they relate to ESOP valuations.

Pamela is an active member of The ESOP Association, the National Center for Employee Ownership, The ESOP Association -California/Western States Chapter, the CFA Institute and Security Analysts of San Francisco. She is a long-time member of the Board of Editors of the NCEO’s Journal of Employee Ownership Law and Finance.

Pamela is a Chartered Financial Analyst charter holder She earned a Bachelor of Science degree in psychology from Oregon State University. Pamela also holds a Master of Business Administration degree, with an emphasis in finance, from Golden Gate University.