Our Firm

Our People

Our investment team is comprised of individuals with strong analytical skills, common sense, and intellectual and personal integrity. Our portfolio managers and analysts embody our long-standing investment philosophy and thrive in our team-oriented culture. Our entire staff and trustees pursue a common goal of providing excellent service and oversight for our shareholders.

Jerome Dodson

Jerome L. Dodson

President, Portfolio Manager

Jerome L. Dodson is the Founder and President of Parnassus Investments. He is the lead Portfolio Manager of the Parnassus Fund and the Parnassus Small-Cap Fund and is the sole Portfolio Manager of the Parnassus Workplace Fund and the Parnassus Asia Fund. Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the “Solar T-Bill” program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor’s degree in political science from the University of California, Berkeley and his master’s degree in business administration from Harvard Business School.

Todd Ahlsten

Todd C. Ahlsten

Chief Investment Officer, Portfolio Manager

Todd C. Ahlsten is the Chief Investment Officer and the lead Portfolio Manager of the Parnassus Equity Income Fund. He joined Parnassus Investments in 1995 as a Research Analyst and was previously a Parnassus research intern. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Equity Income Fund in 2001. He became Chief Investment Officer in 2008. Mr. Ahlsten received his bachelor's degree in business administration from the University of California, Berkeley with an emphasis in finance and accounting.

Benjamin Allen

Benjamin E. Allen

Director of Research, Portfolio Manager

Benjamin E. Allen is the Director of Research and a Portfolio Manager of the Parnassus Equity Income Fund. He joined Parnassus Investments in 2005 as a Senior Research Analyst and was previously a Parnassus research intern. Prior to joining the firm, Mr. Allen worked at Morgan Stanley in New York, first as an Investment Banking Analyst and later in the firm’s venture capital group. Raised in Massachusetts, he is an alumnus of the Boston Latin School. Mr. Allen graduated Phi Beta Kappa and magna cum laude from Georgetown University with a bachelor's degree in government, and completed the general course in philosophy at the London School of Economics. Mr. Allen received his master’s degree in business administration from the University of California, Berkeley.

Matthew Gershuny

Matthew D. Gershuny

Portfolio Manager, Senior Research Analyst

Matthew D. Gershuny is the lead Portfolio Manager of the Parnassus Mid-Cap Fund and a Senior Research Analyst. He joined Parnassus Investments in 2006 and was previously a Parnassus research intern. Prior to joining the firm, Mr. Gershuny was a Vice President of Equity Research at Cowen and Company; formerly SG Cowen Securities Corporation. Prior to that, he held various equity research and asset management positions at UBS Securities. Mr. Gershuny received his bachelor’s degree in philosophy from Cornell University and his master’s degree in business administration from the University of Michigan.

Manager of the Parnassus Mid-Cap Fund

Lori Keith

Lori A. Keith

Portfolio Manager, Senior Research Analyst

Lori A. Keith is a Portfolio Manager of the Parnassus Mid-Cap Fund and a Senior Research Analyst. She joined Parnassus Investments in 2005 and was previously a Parnassus research intern. Prior to joining the firm, Ms. Keith was a Vice President of Investment Banking at Deloitte & Touche Corporate Finance LLC and was a Senior Associate in Robertson Stephens & Company's investment banking division. Prior to that, she worked in the management consulting practice at Ernst & Young. Ms. Keith received her bachelor’s degree in economics from the University of California, Los Angeles and her master’s degree in business administration from Harvard Business School.

Manager of the Parnassus Mid-Cap Fund

Ryan Wilsey

Ryan S. Wilsey

Portfolio Manager, Senior Research Analyst

Ryan S. Wilsey is a Portfolio Manager of the Parnassus Small-Cap Fund and a Senior Research Analyst. He joined Parnassus Investments in 2009 and was previously a Parnassus research intern. He has been a professional investor in both public and private equity since 2001. His prior experience includes work at Summit Partners, Greylock Partners and Scout Capital. Before he began his investment career, he worked at Opsware Inc., a software company that was later sold to Hewlett-Packard. Mr. Wilsey graduated Phi Beta Kappa and summa cum laude with a bachelor's degree in engineering from Princeton University and received his master's degree in business administration from Harvard Business School.

Manager of the Parnassus Small-Cap Fund

Ian Sexsmith

Ian Sexsmith, CFA

Portfolio Manager, Senior Research Analyst

Ian Sexsmith is a Portfolio Manager of the Parnassus Fund and a Senior Research Analyst. He joined Parnassus Investments in 2011 and was previously a Parnassus research intern. His prior experience includes work at Scotiabank and TD Bank Financial Group in Toronto. Mr. Sexsmith received his bachelor of commerce degree from the University of Manitoba, Canada and his master’s degree in business administration from the University of California, Berkeley. He holds the CFA designation and is a member of the CFA Society of San Francisco.

Manager of the  Parnassus Fund
Ian Sexsmith

Romahlo I. Wilson

Portfolio Manager, Senior Research Analyst

Romahlo I. Wilson is a Portfolio Manager of the Parnassus Fund and a Senior Research Analyst. He joined Parnassus Investments in 2011 and was previously a Parnassus research intern. His prior experience includes work at Cleantech Approach and at Houlihan Lokey’s Mergers & Acquisitions practice. Raised in New York, he is an alumnus of Stuyvesant High School. Mr. Wilson received his bachelor’s degree from Stanford University with concentrations in computer science and imaging technology. He received his master’s degree in business administration from The Wharton School, University of Pennsylvania with concentrations in finance and public policy.

Manager of the  Parnassus Fund
Ryan Wilsey

Samantha D. Palm

Portfolio Manager

Samantha D. Palm is the Portfolio Manager of the Parnassus Fixed-Income Fund. Prior to joining Parnassus Investments in 2013, she was a Vice President within Wells Fargo Securities’ fixed income group. Previously, Ms. Palm was at Robert W. Baird & Co. where she was an equity research analyst. Ms. Palm graduated with honors from the University of Wisconsin, Madison with a bachelor’s degree in agricultural and applied economics.

Maria L. Kamin

Maria L. Kamin

ESG Research Manager

Maria L. Kamin is the ESG Research Manager. Prior to joining Parnassus Investments in 2010, she was the Research Product Manager and Sustainability Analyst at MSCI, Inc.; formerly KLD Research & Analytics, Inc. In 2008, Boston College recognized Ms. Kamin as a Sustainability Fellow in the Leadership for Change program. She received her bachelor's degree in political science from Tufts University, and a master's degree in Pacific international affairs from the University of California, San Diego. As part of an academic focus on the region during graduate and undergraduate studies, Ms. Kamin has also worked with the U.S. Department of State and WorldTeach in Latin America.

Minh Bui

Minh T. Bui

Senior Research Analyst

Minh T. Bui is a Senior Research Analyst. He joined Parnassus Investments as a Research Analyst in 2005 and was previously a Parnassus research intern. His prior experience includes work at Lombard Odier & Cie, a private bank in Geneva, and at Merriman, Curhan Ford & Co., an investment firm in San Francisco. Mr. Bui received his bachelor’s degree in business administration from the University of Lausanne, Switzerland and his master’s degree in business administration from Golden Gate University.

Billy J. Hwan

Billy J. Hwan, CPA, CFA

Senior Research Analyst

Billy J. Hwan is a Senior Research Analyst. He joined Parnassus Investments in 2012 and was previously a Parnassus research intern. His prior experience includes equity research at Dodge & Cox in San Francisco and at the Government of Singapore Investment Corporation. Mr. Hwan received his bachelor's degree in engineering from Stanford University and a master's degree in accountancy from the University of Houston. He graduated with honors from the University of California, Berkeley with his master's degree in business administration. Mr. Hwan holds the CPA and CFA designations, and was a former Blakemore Freeman Fellow.

Robert J. Klaber

Robert J. Klaber

Senior Research Analyst

Robert J. Klaber is a Senior Research Analyst. He joined Parnassus Investments in 2012 and was previously a Parnassus research intern. His prior experience includes work at Neuberger Berman and City Light Capital. Mr. Klaber graduated Phi Beta Kappa and magna cum laude from Brown University where he was a recipient of the Joslin Award for his commitment to leadership and service. Mr. Klaber received his bachelor's degree with concentrations in public & private sector organizations and sociology. He earned a master of philosophy degree from the University of Cambridge as a Craig Cambridge Scholar, and received his master's degree in business administration with honors from Harvard Business School.

Iyassu T. Essayas

Iyassu T. Essayas

Senior Research Analyst

Iyassu T. Essayas is a Senior Research Analyst. He joined Parnassus Investments in 2010 and was previously a Parnassus research intern. He specializes in integrating environmental, social, and governance research into the firm's investment process. He received his bachelor's degree in biology from the University of San Francisco.

Rachel Tan

Rachel X. Tan

Research Analyst

Rachel X. Tan is a Research Analyst. She joined Parnassus Investments in 2012 and was previously a Parnassus research intern. She specializes in integrating environmental, social, and governance research into the firm's investment process. She received her bachelor's degree in economics with a minor in environmental studies from the University of California, Los Angeles where she was a member of the Responsible Investment Action Research Team and BGreen Consulting.

Robert P. Burmeister

Robert P. Burmeister

Equity Trader

Robert P. Burmeister is an Equity Trader. Prior to joining Parnassus Investments in 2009, he was an Analyst at Accenture Consulting where he specialized in risk management for critical assets. Mr. Burmeister received his bachelor's degree in economics from Harvard University and was the co-captain and goalkeeper of the water polo team.

Grant Cleghorn

Grant T. Cleghorn

Director of Institutional Sales & Marketing

Grant Cleghorn is the Director of Institutional Sales & Marketing. Prior to joining Parnassus Investments in 2008, he was Vice President of Institutional Sales at Wells Fargo Asset Management Group and was responsible for consultant relations and capital fundraising within the corporate, public and Taft-Hartley plan channels, as well as foundations and endowments. Previously, Mr. Cleghorn was an Associate with the equity capital markets group at OffRoad Capital, a San Francisco-based private equity firm. He holds the Series 7 and 66 securities licenses. Mr. Cleghorn is an alumnus of The Lawrenceville School and received his bachelor's degree in sociology from the University of Tennessee, Knoxville where he also earned track and field All-American honors as a decathlete.

Nancy Reyes

Nancy Reyes

Director of Advisor Relations

Nancy Reyes is the Director of Advisor Relations. Prior to joining Parnassus Investments in 2005, Ms. Reyes was with SKBA Capital Management, LLC where she led the client services and marketing team. Ms. Reyes has over ten years of experience in the field of responsible investing. She holds the Series 6, 63, 65 and 26 securities licenses. Ms. Reyes is an active member of the Financial Women's Association of San Francisco, is a member of Spark, a nonprofit organization that addresses social, political and economic issues by working with grassroots women's groups worldwide, and belongs to the Bay Area Social Investment Forum. She received a bachelor's degree in economics from University of California, Santa Cruz.

Vidya Nathu

Vidya K. Nathu

Manager of Advisor Relations

Vidya K. Nathu is the Manager of Advisor Relations. Prior to joining Parnassus Investments in 2008, Ms. Nathu worked for Wells Fargo where she was responsible for creating personalized financial solutions for private clients. She holds the Series 7 and 63 securities licenses. Ms. Nathu is an active member of the Financial Women's Association of San Francisco. She received her bachelor's degree in political science from Belmont University and her master's degree in business administration from Lipscomb University.

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Amy V. Phan

Marketing Associate

Amy V. Phan is a Marketing Associate. She joined Parnassus Investments in 2013 and was previously a Parnassus sales and marketing intern. Prior to joining the firm, Ms. Phan served as a Communications Consultant for Wells Fargo Advisors and the Social Media Manager for the ISMs Collaborative. She holds the Series 7 and 66 securities licenses. Ms. Phan is an active member of Women Investing for a Sustainable Economy (WISE) and the Social Enterprise Alliance (SEA), and currently also serves as the Director of Marketing for Aspire Education Project, a non-profit focused on equalizing K-12 education. She graduated as a quadruple major with bachelor's degrees in environmental economics and policy, media studies, political economy and sociology from the University of California, Berkeley.

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S. Andrew Saeta

Institutional Sales & Marketing

S. Andrew Saeta is an Institutional Sales & Marketing Associate. He joined Parnassus Investments in 2013 and was previously a Parnassus institutional sales and marketing intern. He holds the Series 7 and 66 securities licenses. Mr. Saeta received his bachelor's degree in science, technology and society from Stanford University, where he also earned four All-American honors as a member of the varsity swim team and competed in the 2008 and 2012 U.S. Olympic Trials.

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Natasha L. Watts

Institutional Sales & Marketing

Natasha L. Watts is an Institutional Sales & Marketing Associate. Prior to joining Parnassus Investments in 2013, Ms. Watts was an analyst at Rockwood Real Estate Advisors. Previously, she was an analyst intern at Eastdil Secured, a real estate investment bank. She holds the Series 7 and 66 securities licenses. Ms. Watts graduated as a double major with bachelor's degrees in economics and French and received a minor in biological sciences from the University of Southern California.

Marc Mahon

Marc C. Mahon

Chief Financial Officer

Marc C. Mahon is the Chief Financial Officer with responsibility for accounting, finance, and investment operations. Prior to joining Parnassus Investments in 2004, Mr. Mahon worked in senior level investment accounting positions for Paul Capital Partners, Fremont Investment Advisors and Barclays Global Investors. Mr. Mahon is a registered principal and holds the Series 7, 63 and 27 securities licenses. He earned his bachelor's degree in business administration from Arizona State University and his master's in business administration from California State University, Hayward.

John Skidmore

John V. Skidmore II

Chief Compliance Officer

John V. Skidmore is the Chief Compliance Officer. He joined Parnassus Investments in 2008 and has over 20 years of experience in the investment management industry. He began his mutual fund career with Union Bank of California's HighMark Capital Management subsidiary, where he rose to the position of Vice President and Manager of Mutual Fund Administration. He was also a Vice President with Wells Fargo Funds Management, and most recently was Deputy Chief Compliance Officer at Genworth Financial Wealth Management. Mr. Skidmore is a registered principal and holds the Series 6, 63 and 26 securities licenses, and holds the Investment Adviser Certified Compliance Professional ("IACCP") designation as well as the Certified Securities Compliance Professional ("CSCP") designation. In 2008, Institutional Investor News named him as one of the 20 Rising Stars of Compliance. He received his bachelor's degree in political science and psychology from the University of Kansas. He also has earned a Juris Doctorate degree from Glendale University College of Law, where he was a member of Law Review, and his master's degree in business administration from California State University, Dominguez Hills, where he was a member of the Delta Mu Delta Honor Society.

William Fraser

William C. Fraser

Director of Shareholder Services

William C. Fraser is the Director of Shareholder Services. Prior to joining Parnassus Investments in 1993, Mr. Fraser was a stock broker at Thomas James & Associates. He is responsible for operations and client services. Mr. Fraser is a registered principal and holds the Series 7, 63 and 26 securities licenses. Mr. Fraser received his bachelor's degree in economics from the University of Texas at Austin.

Mark Lee

Mark Lee

Director of Technology

Mark Lee is the Director of Technology. He joined Parnassus Investments in 2005. Mr. Lee directs all technology endeavors for the firm and brings expertise in enterprise software, systems integration, web technologies and database applications. His previous experience includes multiple senior consultant and engineering roles in the semiconductor, healthcare and academic industries. He is a proponent for open source projects and a contributor to multiple Java and .NET development groups. Mr. Lee received his bachelor's degree in mechanical engineering and materials science engineering from the University of California, Davis.

Alecia A. DeCoudreaux

Independent Trustee

Alecia A. DeCoudreaux has served as Trustee of the Parnassus Funds since December 2013. She currently also serves as the 13th President of Mills College and is a member of the Commonwealth Club of California Board of Governors. Prior to this, Ms. DeCoudreaux served as the Vice President and Deputy General Counsel at Eli Lilly and Company and has served on many boards. Her experience includes serving as Chair to the Wellesley College Board of Trustees, Honorary Director of the Indiana University Foundation and Emeritus Board Member of the Indiana University School of Law Board of Visitors. She received her bachelor's degree in English and political science from Wellesley College and her Juris Doctorate degree from the Indiana University School of Law.

Donald J. Boteler

Independent Trustee

Donald J. Boteler serves as Trustee of the Parnassus Funds Trust and the Parnassus Income Funds Trust. He retired in March of 2012 from the Investment Company Institute (ICI), the U.S. mutual fund industry's national trade association in Washington, D.C., where he served as Vice President of Industry Operations from 1993 until his retirement. Mr. Boteler also served as Director of Fund Accounting and Compliance from 1986 to 1993. From 2009 to 2011, he served on the Advisory Council of the International Accounting Standards Board in London. Prior to his ICI career, he served in various roles as a member of the staff of the U.S. Securities and Exchange Commission and the U.S. Department of Labor. Mr. Boteler received his bachelor's degree in economics and accounting from the University of Maryland and is a member of the American Institute of Certified Public Accountants.

Donald V. Potter

Independent Trustee

Donald V. Potter serves as Trustee of the Parnassus Funds Trust and the Parnassus Income Funds Trust. Donald is currently President of Strategystreet.com. His previous experience includes over thirty years of strategy consulting experience with McKinsey & Company and Windermere Associates, and several years as a financial executive with Exxon Corporation. He received his bachelor's degree in arts and letters from the University of Notre Dame and a master's degree in business administration from Harvard Business School.

Jeanie S. Joe

Independent Trustee

Jeanie S. Joe has served as Trustee of the Parnassus Funds Trust and the Parnassus Income Funds Trust since 2004. She was President of Geo/Resource Consultants, Inc., a geotechnical and environmental consulting firm with offices in California and Arizona, from 1995 to 2009; served as board member and Secretary of the Telecommunications Consumer Protection Fund Oversight Corporation (California) from 2004 to 2006, and until 2007 as a member of California Employment Development Department's SBEAC (Small Business Employer Advisory Committee) representing the Asian American Architects and Engineers. Prior to election to the Parnassus Funds boards, she served as a consultant to the boards. Ms. Joe has been a L.E.E.D. accredited professional since 2009. She received her bachelor's degree from the University of California, Berkeley, a master of public health from the University of California, Los Angeles and an MDE Certificate (Management Development for Entrepreneurs) from The Anderson School of Management, UCLA.

Jerome L. Dodson

Trustee, President, Portfolio Manager

Jerome L. Dodson founded Parnassus Investments in 1984 and has served as Trustee of the Parnassus Funds Trust and the Parnassus Income Funds Trust since inception. He is the President of Parnassus Investments and the lead Portfolio Manager of the Parnassus Fund and the Parnassus Small-Cap Fund. Mr. Dodson is also the Portfolio Manager of the Parnassus Workplace Fund and the Parnassus Asia Fund. Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982 where he started the "Solar T-Bill" program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor's degree in political science from the University of California, Berkeley and his master's degree in business administration from Harvard Business School.