CPA/Real Estate Partners

With over 20 years of experience in both bond and equity markets, Gail Yamamoto is an expert in portfolio management. Her primary responsibilities at Capital Investment Counsel include investment trading functions, and portfolio allocation and rebalancing. Gail devotes a significant portion of her time and experience to researching the inventories of the nation’s top bond dealers to identify and negotiate the most profitable prices for CIC clients.

During her career, she has worked extensively with both institutional and high net worth clients, including positions in portfolio administration for Denver Investment Advisors, private client services for Morgan Stanley and New York-based government bond dealer Aubrey Lanston, Inc. Gail holds a degree in Management from DePaul University (Illinois).

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