Advisors

All of our Advisors are owners of the firm and are invested in your long term success. We work as a team behind the scenes, so even as each of us is uniquely partnered with specific clients, each of our areas of expertise is available in service of each client's particular situation.

Kate and Ted both have the Certified Financial Planner™ certification (CFP®), and offer support on big picture and specialized financial planning issues for all of our clients. In addition, they work in concert with many clients' CPAs and estate planning attorneys on tax and estate issues, and other professionals as applicable. They stay informed on society-wide financial planning issues and innovations, for the benefit of all North Berkeley clients.

Sue also offers clients support on big picture financial planning issues. With her deep investment background, she leads the investment research and portfolio management function across the whole firm. She communicates regularly with the outside managers of the mutual funds where we place most client assets, and monitors manager selection and the investment environment.

Our Advisors meet regularly as a practice management team and each of us serves on the firm's Investment Committee.

Sue Reinhold, Ph.D.

A Partner of North Berkeley Investment Partners, Sue leads many client relationships and has responsibility for the investment management process for all clients of the firm. Sue has nineteen years of private, institutional, and corporate investment and management experience. Sue began her investment career in 1993 doing market and business research for private investors. From 1995 to 1999, Sue was an equity analyst at two investment management firms, first at Jurika & Voyles, an Oakland-based value manager, and then at RCM Capital Management, a San Francisco-based growth manager. At RCM, Sue also managed midcap healthcare stock portfolios and co-managed two healthcare mutual funds.

Before co-founding North Berkeley Investment Partners in 2005, Sue built and led the corporate strategy team at Health Net, a Fortune 200 healthcare company and one of the companies she researched as an equity analyst. At Health Net, Sue was responsible for long-term strategic and business planning, and served on the company's Senior Leadership Team. Sue is a registered representative with Protected Investors of America, Member FINRA.

Sue holds an A.B. from Stanford University, and a Ph.D. in Social Anthropology from the University of Sussex, England, where she studied as a Marshall Scholar. Five generations of Sue's family have lived in North Berkeley including Sue and her teen and tween children. Sue is the Treasurer of the Jewish Community Center of the East Bay and of The Kitchen SF, a start-up synagogue in San Francisco. She also serves on the Investment Advisory Committee of Futures Without Violence, a San Francisco-based nonprofit working to prevent and end domestic violence. Sue speaks fluent Portuguese and enjoys swimming, hiking, time with her family, and studying and teaching Torah.

S. Katherine Campbell, CFP®

Kate is a Partner of the firm and leads many client relationships at North Berkeley Investment Partners. Kate leads the firm's financial planning function. Kate has sixteen years of experience providing financial planning, investment advice, and investment management for individuals and families. Before founding the firm with Sue Reinhold in 2005, Kate had built a financial planning and investment management practice that had about $130 million of total assets in client portfolios. Since 1993, Kate has been a registered representative with and a shareholder of Protected Investors of America, an independent, Associate-owned securities brokerage firm. From 1994 to 2001, Kate also served as CFO, and then President, of Protected Investors of America, and currently serves on the board.

Kate has spent time serving on committees of the Financial Industry Regulatory Authority (FINRA), previously called the National Association of Securities Dealers (NASD), in the areas of development of policy and regulations, and has served on securities industry disciplinary panels. Kate is a member of the San Francisco chapter of the Financial Planning Association, and the Social Investment Forum, a national network of investment professionals who work in the area of socially responsible investing.

Kate received her A.B. in Chinese Language and Culture from Dartmouth College and an M.A. in Anthropology from the University of California at Berkeley. Kate grew up in Lafayette, and now lives in North Berkeley with her spouse, Jennifer, and their young son and daughter. She enjoys hiking, reading, learning piano and time with her family.

The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Ted Tilles, CFP®

Prior to joining the firm in 2005, Ted was a Senior Manager in the Schwab Institutional division of Charles Schwab, ran a program aimed at small business development, and performed economic research for a consulting firm. Ted is a registered representative with Protected Investors of America, Member FINRA. Ted has been a Partner of the firm since 2011.

Ted completed the Personal Financial Planning certificate program at U.C. Berkeley in 2005, and is a Certified Financial Planner™ Ted is a member of the San Francisco chapter of the Financial Planning Association. Ted received his A.B. in Economics and Spanish from Washington University. He lives in the Mission district of San Francisco with his wife Naomi and school-aged daughters. He enjoys swimming in the Bay, riding and fixing bicycles, and his family. To read more about Ted and his bicycling time with his family, visit
www.sfbike.org/main/bike-commuting-is-easy-with-kiko-isabel-naomi-and-ted/.

The Certified Financial Planner Board of Standards owns the certification marks CFP© and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.