MICHAEL CULWELL

Principal
949.825.6015
MCulwell@IrvineAdvisorsllc.com

Mike is a Registered Representative specializing in the Alternative Investment space. His experience encompasses direct real estate, 1031 exchange, DSTs, TICs, real estate funds, energy funds, life settlements, estate planning, hedge funds, direct private placements, and private equity, among others.

Prior to founding Irvine Advisors, Mike worked with a professional real estate firm who specialized in student housing and assisted living investments. Mike’s real estate experience also includes starting a real estate development company where he developed projects valued in excess of $50 million.

Mike attended Colorado State University on a football scholarship where he played wide receiver for the Rams. After an injury, Mike came home and attended California State University, Fullerton where he received his B.A. in Advertising. Mike holds his FINRA series 22, 63 and 82 securities licenses and carries his life and health insurance license. He currently lives in San Clemente with his wife Kendall and 3 children.

KEVIN HICKAM, CFA

Principal
949.825.6011
KHickam@IrvineAdvisorsllc.com

Kevin is a highly-experienced investment professional who has been analyzing and managing public and private fixed income investments for more than twenty-five years.

Prior to establishing Irvine Advisors, Kevin was Co-Founder and Co-President of multi-billion dollar alternative fixed income investment manager Churchill Pacific Asset Management where he was responsible for portfolio management, capital raising, and deal structuring. His investment career began at Transamerica Investment Services where he was a fixed income analyst, trader, and portfolio manager. He then moved to Seneca Capital Management where he was an analyst and trader focused on high yield bonds and leveraged loans.

He holds FINRA Series 7, 63, and 65 securities licenses and has been a Chartered Financial Analyst for over twenty years.

Kevin received his MBA from the Johnson Graduate School of Management at Cornell University and his B.S. in Finance from California State University, Chico. He resides in Irvine and has one son who attends Arizona State University.

FORREST JAMES

Principal
949.825.6025
FJames@IrvineAdvisorsllc.com

Forrest has over 35 years of experience managing equities, fixed income, and alternative investments with MA Wealth Management, Ocean Park Capital, and Prudential Securities.

Prior to establishing Irvine Advisors, Forrest was the Director of Research at MA Wealth Management, where he developed asset allocation models and provided financial advice on traditional asset classes such as equity and fixed income, as well as alternative investments including real estate. Additionally, he provided stock market research and analysis to Ocean Park Capital, while managing a portion of their portfolio. While at Prudential Securities, Forrest served as an Account Executive for high net-worth clients. His specialties included CMOs, options, commodities, and fixed income investments.

Forrest currently has the following security licenses: Series 7, 22, 24, 63, 65. He also holds real estate and life insurance licenses. Forrest earned a Bachelor of Arts degree in Economics from the University of California, Los Angeles. He lives in Aliso Viejo with his wife, Helen, and their three children.

Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or an offer to sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered. Irvine Advisors LLC and Emerson Equity LLC are not affiliated.