Our Directors, Portfolio Managers, Strategists and the entire staff at Navellier is here to create custom solutions for individual investors like you. Click any of the buttons below to go directly to your area of interest.
Senior Executives
Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios.
A charismatic figure with a reputation for solid leadership, Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week, he has been featured in Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern’s book Secrets of the Investment All-Stars in the interview “Louis Navellier, A Man Who Has Beat Them All.” He is also featured in Alan R. Ackerman’s Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
Mr. Navellier received a B.S. in business administration in 1978 and an M.B.A. in finance in 1979 from California State University – Hayward.
Mr. Machen came to Navellier in 2011 with over 15 years of experience in the securities industry. He has management experience in accounting, budgeting, cash management, financing, investments, information systems, compliance, and strategic planning. Prior to joining the firm, Mr. Machen had a 24-year professional relationship with the company providing audit, accounting and taxation services.
Mr. Machen earned a B.A. in Accounting from California State University, Sacramento and an M.S. degree in Taxation from Golden Gate University.
Ms. Alexander received her undergraduate degree from Washington College in Chestertown, MD.
Portfolio Management
Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios.
A charismatic figure with a reputation for solid leadership, Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week, he has been featured in Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern’s book Secrets of the Investment All-Stars in the interview “Louis Navellier, A Man Who Has Beat Them All.” He is also featured in Alan R. Ackerman’s Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
Mr. Navellier received a B.S. in business administration in 1978 and an M.B.A. in finance in 1979 from California State University – Hayward.
In 2014, Mr. Borgen became a sub-advisor to Navellier & Associates. As an integral member of Navellier’s research and portfolio management teams, he continues to be an essential asset to the firm’s efforts in product development as well as conducting ongoing research enhancements of the firm’s quantitative investment process.
Mr. Borgen received a B.S. in finance and an M.S. in economics from the University of Nevada, Reno.
Mr. Borgen is a member of the CFA Institute.
Mr. Garaventa received a B.S. in finance from the University of Nevada, Reno.
Prior to joining Navellier, Mr. Hope was an Investment Management Analyst for Smith Barney. Mr. Hope has previously worked for Wells Fargo Investments and Kidder, Peabody & Company.
Mr. Hope received a B.A. in economics from San Francisco State University and earned an M.A. in economics from the University of Nevada, Reno.
Marketing & Client Services
Mr. Kornhauser graduated from the University of Wisconsin – Madison in 2015 with a B.S. degree in Economics.
Portfolio Consultants
Marketmail Contributors
Prior to that, Gary edited Wealth Magazine and Gold Newsletter and wrote various investment research reports for Jefferson Financial in New Orleans in the 1980s. He began his financial newsletter career with KCI Communications in 1980, where he served as consulting editor for Personal Finance newsletter while serving as general manager of KCI’s Alexandria House book division. Before that, he covered the economics beat for news magazines.
Ivan Martchev is an investment strategist with Navellier. Previously, Ivan served as editorial director at InvestorPlace Media. Ivan was editor of Louis Rukeyser’s Mutual Funds and associate editor of Personal Finance. Ivan is also co-author of The Silk Road to Riches (Financial Times Press). The book provided analysis of geopolitical issues and investment strategy in natural resources and emerging markets with an emphasis on Asia. The book also correctly predicted the collapse in the U.S. real estate market, the rise of precious metals, and the resulting increased investor interest in emerging markets. Ivan’s commentaries have been published by MSNBC, The Motley Fool, MarketWatch, and others.
He received a B.S. in business administration in 1996, with honors, from Skidmore College as a member of the Periclean Honors Society.
Private Client Services
Prior to joining Navellier, Tom spent more than 25 years in various financial services positions: Regional Vice President, ETF Product Specialist, Mutual Fund Consultant as well as a Financial Advisor. Tom received his B.S in Business Management from St John’s University and his MBA from Dowling College. Tom and his family reside on Long Island.
Rob has over 25 years of experience in the financial services industry. Before joining Navellier, he worked at Merrill Lynch and Lehman Brothers advising both retail and institutional accounts, as well as operating his own trading firm, RGF Capital.
Rob has a B.S. in Economics degree from Lehigh University. He currently holds the FINRA Series 7, 55, 63, and 65 licenses.
Bryan’s financial services career spanning the past three decades includes over 20 years of wealth management experience with Wall Street firms that include Bear Stearns, Lehman Brothers and Paine Webber, working with both retail and institutional clients. Bryan earned a B.A. in Political Science from Virginia Polytechnic Institute & State University and currently holds a Series 65 license.
Prior to joining Navellier, Brendon spent more than 20 years as a Financial Advisor to ultra-high net worth clients at some of Wall Street’s most prestigious firms including JP Morgan, Credit Suisse, UBS, and Citibank. Brendon received his B.A in Economics and Business from Lafayette College in Easton, PA and currently holds FINRA Series 7, 63, and 65 licenses.