Advisors & Team

Our team of advisors brings years of financial planning and investment management expertise to every financial decision made with a client. Our Certified Financial Planners™ (CFP®) have expertise on a broad spectrum of financial planning issues and work in concert with many clients' CPAs, estate attorneys, and other professionals. On the investment side, we have advisors with deep investment backgrounds.

Our advisors are supported by a dedicated team of client service professionals. If a team member isn't working directly with you, they are supporting the people who are. Our team is interdependent, each having specific skills and experience that allow us to provide exceptional service.

Katherine CampbellS. Katherine Campbell, CFP®

Partner, Chief Investment Officer

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When people dream of their future they don’t often picture spreadsheets and portfolio reviews. They envision a family, meaningful work in their communities, and periodic adventures. Kate Campbell loves spreadsheets – and charted stock prices as a child for her investor mother. Her mother worked as an independent financial advisor as well and inspired Kate to do the same, combining an analytic inclination with a passion for helping clients feel safe and confident in their financial decisions.

She founded North Berkeley Investment Partners in 2005 with the belief that a good plan, centered on a person’s unique needs, can guide clients towards their envisioned future, and remove the anxiety around financial decisions.

She is a leader at the firm on several fronts – as the Chief Investment Officer, as an advisor to clients, as a mentor to the advisory group, and as the spearhead of business development and community engagement. Her efforts have built a multi-generational team that provides client-centered financial planning and investment management that focuses on sustainable decision-making for our clients, our team, and our community.

Kate’s commitment to her profession has deep roots with nearly 25 years of experience in several capacities within the financial services industry. From 1994 through 2001, she served as CFO and President at Protected Investors of America, a regional, independent broker-dealer based in San Francisco. Along with serving clients, she has also been active in financial regulation and best practices. She has served on both the FINRA District Committee and the national FINRA Small Firms Advisory Board, served on industry disciplinary hearing panels, and is an active member of the San Francisco Financial Planning Association.

Community building and engagement is a cornerstone of Kate’s worldview. She works with several local nonprofit organizations, helping them identify appropriate investment policy in alignment with their mission. She also chairs the board of a local nonprofit, the Berkeley Food Network, whose mission is to eliminate the extensive food insecurity that has developed in Berkeley, in part in reaction to skyrocketing housing prices. They have created a hub for collaboration among Berkeley agencies addressing food security, and act as a leader in redistribution of prepared food to eliminate food waste. Her community work inspires the firm’s practice, placing giving and community engagement as a central tenet of our activities.

Kate grew up in Lafayette, received a BA in Chinese Language and Culture from Dartmouth College, and an MA in Cultural Anthropology from UC Berkeley. She lives in North Berkeley with her husband, Brian, two teenage kids from a prior marriage, and four cats. For fun, she sails on the San Francisco Bay and plays duplicate bridge.

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.

Sue ReinholdBrian Kozel, CFP®

Partner, Lead Advisor

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Brian works with a core group of clients to help them feel confident in their financial decisions. That may include retirement roadmaps or crafting a legacy plan, in addition to long-term oriented portfolio management with a day-to-day accessibility for all clients. He is an integral part of the firm’s leadership, heading North Berkeley’s Advisor Team and serving on the Investment Committee.

Prior to joining North Berkeley, Brian worked at State Street Corporation on pension fund management and mutual fund accounting. He also served in roles at Merrill Lynch and a private investment management team in San Jose.

Brian holds a B.S. in Finance and International Business from Santa Clara University, as well as a CFP® (CERTIFIED FINANCIAL PLANNER ) certification. He currently serves as Chair of the Advisory Board for the UC Berkeley Personal Financial Planning program.

After living in Sacramento, Brian returned to the Bay Area where he grew up in order to be closer to family and the vibrant cities that make up this cultural hub. He is involved with organizations that promote financial literacy education in local schools as well as statewide financial education curriculum development. Outside the office, he attempts woodworking projects, dabbles in photography, and finds local adventure with his wife and two energetic kids.

Sam Wood-Bednarz, CFPSam Wood-Bednarz, CFP®

Lead Advisor, Director of Planning

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Sam serves as a Lead Advisor and Director of Planning. He works closely with clients to help them feel confident and secure in their financial lives, and to help make sound decisions as life happens. Sam serves on the firm’s Financial Planning Committee and has applied a knack for process and follow-through to constantly improving the firm’s financial planning practices. He applies this same thorough approach to his investment guidance and planning partnership with North Berkeley clients.

Prior to joining North Berkeley, Sam worked as the Faculty Assistant at the Wright Institute, a graduate school of clinical psychology in Berkeley. He excelled in this role, and it provided his first experience of the value of working in a positive and nurturing environment. After learning all he could at the Wright, Sam decided to pursue a career that allowed for building deep personal relationships – and involved analytical thinking, too. He enrolled in the Personal Financial Planning program at UC Berkeley Extension, and thus began his journey toward financial advising. Sam holds the CFP® certification (CERTIFIED FINANCIAL PLANNER™) and is a member of the San Francisco chapter of the Financial Planning Association.

Sam graduated from Oberlin College with a B.A. in History. Having grown up in Pittsburgh, PA, he had never been west of Iowa until he moved to Berkeley just after college. In his free time, he enjoys reading, singing (and guitar-/piano-ing), board games and video games, and tossing a disc with friends.

Matthew Gatt, CFPMatthew Gatt, CFP®

Lead Advisor

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Matthew serves as a lead advisor and works with clients to help them articulate their financial needs, personality, and goals. This results in investment portfolios and financial planning tailored to their unique situation. In addition to working with individuals and families, Matthew is the lead advisor for our nonprofit clients and guides organizations in financial decision-making that supports their mission.

Matthew joined North Berkeley from Northern Trust, an international financial services company. As an account manager, he worked closely with clients to provide goals-based financial planning solutions, with an emphasis on estate planning and investment management. Matthew achieved his CFP® (CERTIFIED FINANACIAL PLANNER™) designation to further broaden his skills and bring a more holistic planning approach to his local community. He also pursues his passion for socially responsible investing .

Matthew originates from England where he attended the University of Surrey, based in London. He studied Business Studies and Psychology. After university, Matthew caught the travel bug and left the hustle and bustle of London to explore Australia, New Zealand and Thailand for a year. Matthew serves as a board member and treasurer for our community partner, Yes Nature to Neighborhoods. He lives in the East Bay with his wife Susan and two young children Lucas and Stella. When not being a Dad, Matthew loves to run and is a keen football (soccer) fan.

Daniel SmythDaniel Smyth

Associate Advisor

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Daniel serves as an Associate Advisor for North Berkeley clients. He is well versed in financial strategy and works with clients to develop financial plans and implement investment strategies to reach their long-term goals. Daniel is a primary resource for our clients alongside the Lead and Senior Advisors.

Before joining North Berkeley, Daniel worked in institutional sales at Litman Gregory Asset Management. There he developed an acumen for mutual funds and alternative investments. Daniel transitioned into personal finance because he wanted to have a more impact at a personal level.

As a Los Angeles native, Daniel first traveled north to the Bay Area to attend Saint Mary’s College of California where he graduated with a degree in Business Administration and Economics. While in college, Daniel studied abroad at Freie Universität in Berlin, which offered him a global perspective on social responsibility in business.

Daniel is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification to broaden his skills and bring a more holistic planning approach to his local community. Outside the office, Daniel is an active member of the Berkeley NAACP, and in his free time enjoys attending car shows, sporting events, and fitness.

Jim SertichJim Sertich

Portfolio Management & Trading

Jim serves as our Portfolio Management and Trader and is responsible for all client trading and portfolio reporting. He works closely with advisors on the day to day management of clients portfolio's, helping execute individual investment strategies. As a member of the investment committee, Jim works with the leadership team in the broader investment decision-making process. He is passionate about investments and finance and is pursuing his CFA charter.

Jim has been in the financial sector for over 15 years. Before working at North Berkeley, Jim worked at BridgePortfolio in Chicago in the role of trader and portfolio analyst. He also worked as a portfolio analyst at Banc of America Securities in San Francisco.

In his spare time, he enjoys traveling, hiking, spending time with family and friends. He is an avid sports fan.

Maureen SullianMaureen Sullivan

Client Concierge

Maureen serves as our Client Concierge. She provides support to our team of advisors and plays a vital role in keeping the office running smoothly.

Prior to joining North Berkeley, Maureen worked in law and mediation in the areas of employment and family law. Maureen is very active in the community and volunteers as a coach with the Berkeley Writers Coach Connection, serves as the merchandise coordinator for the Albany Berkeley Girls Softball League, and runs the Hot Off the Press fundraising events at King Middle School.

Born and raised in Chicago, Maureen moved to San Francisco for college and fell in love with the Bay Area. She attended SF State and USF where she received her Masters in counseling psychology. She lives in Berkeley with her husband Brad, teenaged daughters Delaney and Delilah, a dog, two cats and several fish. When not wrangling kids and pets, she can be found running through the Berkeley hills in training for the next marathon, catching a Giants game, or traveling up to Ashland, Oregon for the Shakespeare Festival.

Debra EllisenDebra Ellisen

Senior Client Service Coordinator

Debra serves as our Senior Client Service Coordinator, handling all aspects of support for clients at North Berkeley. She works directly with the advisors and other team members to ensure that every detail of the client experience is covered. She has worked with Kate Campbell since 2002 and been part of the team since our firm was founded in 2005.

For the twelve years before joining North Berkeley Investment Partners, Debra was a technical recruiter for several consulting companies in the San Francisco Bay area. She also worked as a sales representative for a wholesale pharmaceutical company.

Debra attended the State University of New York at Binghamton (now Binghamton University) and received a B.A. in Biology. She lives in the Crocker Highlands area of Oakland with her husband Eric and son.

James WilsonJames Wilson

Director, Client Experience

James serves as our Director of Client Experience. He is responsible for building and maintaining the North Berkeley brand, outreach such as events and communications, strengthening relationships with community partners, and working with prospective clients.

Prior to joining North Berkeley, James worked as the Web Manager for a small print and web design company in Berkeley and prior to that ran his own graphic design firm. Earlier in his career he worked at the Commonwealth Club of California.

James grew up in a coastal Southern California town and moved to Berkeley in 1995. He received a B.A. in Sociology from San Diego State University and a M.A. in Media, Culture and Society from Goldsmith’s College in London. In his free time, James enjoys playing soccer, exploring Northern California beaches and hiking East Bay trails. He lives in Albany with his wife Annette.

Dan NakaharaDan Nakahara

Business Manager

Dan is our Business Manager and serves as a member of North Berkeley's leadership team. He manages the business financial planning, strategic planning, business accounting, human resources, and other essential aspects of running the firm.

Prior to joining North Berkeley, Dan was Controller for a local trucking company and prior to that Director of Finance for a local publishing company. His early career includes work in varied industries such as baking, screen-printing, and architectural glass. He has a BA and MA in Economics from Cal State East Bay.

Born in Oakland, raised in Piedmont, and a resident of Albany, Dan has strong roots in the East Bay. He spends most of his time outside of work trying to keep up with his three sons, cooking, and enjoying local parks.

Our Workplace

We are dedicated to the well-being of our team. North Berkeley provides comprehensive benefits that include: 100% of health insurance premiums for team members and everyone in their immediate family, bonuses, pre-tax profit-sharing, paid time off to do volunteer work in the community, and free comprehensive service as clients of the firm, so we all know what it is like to be clients of the firm.

B Corp Best for Workers
B Corp Best for Workers Honoree
We couldn't do what we do without an amazing team, which is why we're so proud to be named a B Corp Best for Workers honoree for the second year in a row.