Stephen Rogers joined California Investment Trust in 1993 and serves as Chief Executive Officer. Mr. Rogers is also the portfolio manager for the Nasdaq-100 Index Fund, Equity Income Fund, S&P 500 Index Fund, S&P MidCap Index Fund, S&P Small Cap Index Fund and European Growth & Income Fund. He is also a member of the portfolio management team for the fixed-income funds. Prior to serving as CEO, Mr. Rogers served in various roles at California Investment Trust, including Chief Operations Officer, Accounting and Compliance Officer, and Marketing Representative.

Mr. Rogers earned a BA from the University of Iowa in 1988 and earned his MBA from the University of California at Berkeley in 2000.

Barry Martin joined the firm in 2008. He is the portfolio manager for the California Investment Trust Optima Portfolio and Optima Overwrite Accounts. Prior to joining the firm, Mr. Martin worked as Senior Vice President of Portfolio Management for Kelmoore Investment Company. Prior to Kelmoore, he was an associate at Cisco Systems.

Mr. Martin graduated with a Finance degree from the University of Arizona while playing for the Men's Division I Tennis Team. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the San Francisco Society of Financial Analysts. Mr. Martin is a licensed securities options principal and has his series 7, 4, 24, 63, and 66 licenses.

William Mock rejoined the firm in February 2010. He is the lead member of the portfolio management team for the California Tax-Free Income Fund, California Insured Intermediate Fund, U.S. Government Securities Fund, Short-Term U.S. Government Securities Bond Fund, California Tax-Free Money Market Fund and United States Treasury Trust. William Mock served as a portfolio manager for California Investment Trust from 2001 to 2003. He left the firm in 2003 to work for TKI Capital Management, a convertible arbitrage hedge fund, where he served as head Trader until 2006. In 2007, Mr. Mock rejoined an affiliate of California Investment Trust, ETSpreads in his current position. Prior to 2001, Mr. Mock gained investment and trading experience at Société Générale and Citibank, N.A.

Mr. Mock earned a BS in engineering from Kansas State University and is an honors graduate of the University of Chicago Graduate School of Business MBA Program, with an emphasis in finance.

Matt Clark rejoined an affiliate of California Investment Trust, ETSpreads in his current position, in 2007. From 2003 to 2007, Mr. Clark served as a managing member of Ten Lakes Ventures, LLC. From 1999 to 2005, he served in various roles at California Investment Trust, including Operations Manager, Accounting and Compliance Officer, Chief Compliance Officer and Chief Operations Officer. Mr. Clark is a licensed securities principal and has His series 7, 24 and 63 licenses.

Mr. Clark earned a BS with an emphasis in Finance from the University of Colorado.

Carman Leung joined California Investment Trust in May 2008. Ms. Leung has worked in the investment industry since 2000. Prior to joining California Investment Trust, Ms. Leung worked in Fund Operations for Wells Fargo Funds Management; Supervising Senior at Bisys; and Sr. Fund Administration Analyst for RCM Capital Management LLC.

Ms. Leung earned a BS from San Francisco State University in Business Administration.

Rodney Yee joined California Investment Trust in 2005 and serves as COO. Mr. Yee’s previous positions include CFO of Matthews International Capital Management, LLC and Treasurer of Matthews Asian Funds; CFO and CCO of Sand Hill Advisors, Inc.; Controller of Firsthand Capital Management; Interim Controller of Fremont Investment Advisers, Inc.; Fund Accounting Operations Department Supervisor for Franklin Resources, Inc.; and Sales Representative for Metropolitan Life. Mr. Yee has more than 25 years of investment industry experience. He was a past member of the NICSA West Coast Regional Committee.

Mr. Yee received an MBA from the University of Phoenix and BS in Accounting from San Jose State University. He holds Series 6 and 63 NASD licenses.

Suzanne Taylor joined California Investment Trust in April of 2008. Ms. Taylor received a B.A. in Film Studies and Creative Writing in 1996 from the University of Pittsburgh where she was a member of the Phi Eta Sigma Honor Society.

Suzanne has 9 years of experience in Financial Services including experience as a Personal Financial Advisor with American Express Financial Advisors and Vice President of Sales at the Kelmoore Investment Company, a Palo Alto based investment company that specialized in covered option writing strategies.

Terry Warren is the Customer Service Manager for the CIT Funds. He joined CCM Partners in 1987. Prior to joining the firm, Mr. Warren served as a sales representative for Evergreen Airlines. He has worked in the investment Industry for over 20 years.

Mr. Warren received a BA in Political Science from the University of Oregon.