Doug spent the majority of his career as senior executive in the asset management and financial services industry, where he focused on building and leading high-caliber, client-facing teams. The teams he led had an intense focus on fostering strategic, high-quality relationships with professional investors, and were built on a foundation of deep investment education, trust, and the sharing of innovative and creative solutions for client portfolios.

He is now a private investor focused on strategic asset allocation and sourcing non-traditional assets as the managing member of Yulupa Creek Partners, LLC.

Doug was previously a Managing Director (Partner) at Pacific Investment Management Company (PIMCO), where he spent the last 22 years of his formal career, before retiring in 2017. While at PIMCO he was responsible for founding, building and managing PIMCO’s business with fee-based financial advisory firms such as RIAs, Family Offices and Private Banks. Over the years this business grew to over $120 billion of AUM. In 2011 PIMCO acquired a wirehouse distribution capability from parent company Allianz and merged it with the fee-based group to form PIMCO’s Global Wealth Management Group (GWM). Doug served as Managing Director and co-head of GWM, which was a team of 125 employees covering over $300 billion of AUM.

Doug earned his BA in Finance from San Diego State University, and is a CFA Charterholder.

He enjoys traveling, mountain bike riding, is an avid skier and aspiring golfer.
He resides in Newport Beach, California with his wife Marlee. They have two grown children, Nicholas and Taylor.

The staff and consultants of INC Advisors may be Registered Representatives with the LPL Financial. Securities are offered through LPL Financial – Member FINRA / SPIC. INC Advisors is a separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact securities business with residents in all 50 states of the United States of America.