Advisors

Our Advisors 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, our areas of expertise are available to every client's particular situation.

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, who communicate regularly with the outside managers of the mutual funds where we place most client assets, and who monitor manager selection and the investment environment.

Katherine CampbellS. Katherine Campbell, CFP®

Partner, Senior Advisor

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 founded North Berkeley Investment Partners 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 has several roles in the firm–as an advisor to clients, as a mentor to our advisory group, and as the spearhead of business development and community engagement. These 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.

Kate CampbellCommunity 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 chairs the board of a new nonprofit, the Berkeley Food Network, whose mission is to improve collaboration among Berkeley agencies providing food security. Her individual community work inspires the firm’s work, placing giving and community engagement as a central tenet of our activities.

Kate grew up in Lafayette and Orinda, 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 partner, Brian, two teenage kids, and two cats, and for fun loves to sail on the bay and play 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

Brian works closely with clients to help them articulate their goals and feel confident in their decisions. Day to day he manages client portfolios and helps clients build a roadmap towards milestones such as retirement, purchasing a house, or crafting a legacy plan. He is an integral part of the firm’s leadership team, heading North Berkeley’s Financial Planning Committee and serving on the Investment Committee. Additionally, Brian developed North Berkeley’s successful internship program, building ties with young planning and investment talent at our local universities.

Prior to joining North Berkeley, Brian worked as a Mutual Fund Accountant at State Street Corporation. This work with mutual funds and pension funds, with a specific focus on alternative investments, helped build a solid investment background but it lacked the rewarding interpersonal elements of financial advising. With this in mind, Brian searched for the next step in his career and found North Berkeley Investment Partners. He joined North Berkeley Investment Partners because they have a disciplined investment approach and a strong focus on community building.

Brian attended Santa Clara University and received his degree Finance and International Business. He also attended the Personal Financial Planning program at UC Berkeley Extension, and now sits on the program’s Professional Advisory Board. Importantly, Brian holds a CFP® (CERTIFIED FINANCIAL PLANNER ) certification.

Brian Kozel, CFP

After living in Sacramento, he has 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. In his free time, he enjoys backpacking, attending live sporting events, and finding local adventure with his wife, Ashley, and their two kids, Liam and Evelyn.

Richard Cheever, CFARichard Cheever, CFA

Director of Research

Rich serves as our Director of Research. He is responsible for monitoring and evaluating the firm's investments, building relationships with core fund managers, researching funds, analyzing market dynamics, communicating the firm's investment philosophies and advising on individual investment portfolios. He serves as the head of the Investment Committee and leads the firm's socially responsible and impact investing initiatives.

Prior to joining the North Berkeley team Rich worked as a Portfolio Manager at McCullough & Associates and as an Associate Research Analyst at SunTrust Robinson Humphrey.

Richard Cheever

Rich graduated from Purdue University with a B.S. in Industrial Management, earned a M.B.A. from Indiana University, is a CFA® charterholder and an FSA Credential Level II Candidate. In his spare time, Rich enjoys photography, music, and all that the Bay Area has to offer. He lives in San Francisco with his wife Kimberly.

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

Lead Advisor

Sam serves as a Lead Advisor and 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 Wood-BednarzSam 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®

Advisor

Matthew serves as an advisor and works with clients to help articulate their financial needs and goals and deliver financial planning tailored to their unique situation.

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 Gatt, CFPMatthew 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. 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

Daniel serves as an Associate Advisor for North Berkeley clients. He is a primary resource for our clients alongside the Lead and Senior Advisors.

Prior to joining North Berkeley, Daniel worked at Puritan Financial, as Senior Account Executive. He worked closely with clients to provide financial investment solutions, specializing in estate planning and wealth transfer. 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.

Daniel Smyth is from Los Angeles, CA and first came to the Bay Area to attend Saint Mary’s College of California where he graduated with a degree in Business Administration and Economics. During college he studied abroad in Berlin and gained a more global perspective on investing and social responsibility. In his free time Daniel enjoys hiking, attending live sporting events, and staying abreast of the latest automotive news.