EXPERIENCED LEADERSHIP. MODERN THINKING.
Meet the Anchor Capital team
FOUNDED IN
1996
Successfully navigating bull and bear markets for more than twenty years.
MANAGER TO
2
Institutional, risk-managed mutual funds across two core asset classes.
LEVERAGING
50+ Years
Of combined investment team experience in researching, developing and executing risk-managed solutions.
Our Team
For more than two decades, the leadership team at Anchor Capital has been at the forefront of risk-managed investment strategies designed to reduce portfolio risk and achieve better investment outcomes.
Garrett Waters
Garrett Waters is President & Chief Executive Officer for Anchor Capital. Garrett has spent more than two decades as a proven leader in the investment management and distribution of risk-managed and liquid alternative investment strategies to institutional investors, pensions, and RIAs.
As the firm’s portfolio manager, Garrett manages the portfolio construction, trading, and overall risk management for the Anchor family of risk-managed mutual funds and model portfolios.
Prior to Anchor Capital, Garrett held senior positions at J.P. Morgan Investment Management within its Institutional Investment Management division, Barclays Global Investors, Hollencrest Capital Management, and Pacific Financial Advisers.
Garrett is a graduate of Villanova University with a degree in business. Garrett is the former Commissioner for Beaches Parks and Recreation for the city of San Clemente and is an active surfer and tennis player. Garrett lives in San Juan Capistrano, CA.
Email: gwaters@anchor-capital.com
Phone: 800-290-8633
Lawrence V. Stawiarski
Lawrence V. Stawiarski is General Counsel and Chief Compliance Officer for Anchor Capital. Lawrence brings more than 15 year’s experience in compliance, business, and securities law to Anchor Capital. Prior to joining Anchor, Lawrence was a partner in the corporate and securities law practice at Dawda, Mann, Mulcahy & Sadler PLC., in Detroit Michigan.
Lawrence is a graduate of Michigan State University with a Bachelor of Arts in International Relations and a Juris Doctor from Western Michigan University Cooley Law School.
Email: lstawiarski@anchor-capital.com
Phone: 800-290-8633
Mark Bloom
Mark Bloom is an investment analyst and Head of Operations for Anchor Capital, and the Anchor family of risk managed mutual funds. Mark has served on the investment and operations team at Anchor Capital for nearly ten years, with responsibilities in research, data analytics, and fund operations. Mark is currently a candidate for the Chartered Market Technician designation.
Mark is a graduate of the University of Redlands with a degree in Business and Economics. Mark is an All-American collegiate tennis player who enjoys spending time with his three brothers and dad on the tennis court and lives in San Juan Capistrano, CA.
Email: mbloom@anchor-capital.com
Phone: 949-341-0000
TIM JENSEN
Tim Jensen is responsible for overseeing the firm’s sales and distribution efforts of Anchor Capital’s risk managed mutual funds and model portfolios to clients throughout the United States. Tim brings over 25 years of industry experience in alternative investments including but not limited to mutual funds, annuities, private credit, and private equity.
Prior to joining Anchor Capital, Mr. Jensen held roles at several prominent financial firms including Fidelity Investments, TD Ameritrade Institutional, American Realty Capital, KBS Capital Markets Group, MetLife, and Pacific Life. Throughout his career, Mr. Jensen has contributed to the successful formation and capital raise of more than $15 billion in investment offerings.
Mr. Jensen holds FINRA Series 7, 24 & Series 66 licenses. He enjoys spending time with his family and long-time friends in Southern California. An avid Orange County Porsche Club of America member and all-around beach lover. Tim lives in Irvine, CA.
Email: tjensen@anchor-capital.com
Phone: 949-337-2169