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CONNECT WITH US

Phone

415.771.4500

Email

[email protected]

Meet Your Team Bios

Your RSS Team

Our founders were committed to a simple idea: Deliver excellence every day. And we strive to do just that – for every client.

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Holger Berndt

Holger Berndt, CFA®

President / Chief Investment Officer

Holger began his investment career at Fisher Investments, where he managed the trading of equity and Treasury securities for the firm. He subsequently was a research analyst at RSS, working closely with the firm’s principals. Mr. Berndt also was a research analyst and hedge fund portfolio manager at EGM Capital and a portfolio manager at Karp Capital Management prior to returning to RSS.

Holger has a B.S. in Finance from the University of Connecticut and has held the Chartered Financial Analyst designation since 1995. He is a member of the CFA Society of San Francisco and the CFA Institute.

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Charles Angle, CFP®

Portfolio Manager & Client Strategist

Charles serves RSS as a portfolio manager and client strategist. He began his financial services career at Charles Schwab, before becoming a Vice President at Bank of the West (BNP Paribas) Wealth Management. His passion for helping individuals and families achieve their financial goals led him to becoming a financial planner and advisor with Bay Area Summitry LLC. In his most recent leadership role prior to joining RSS, Charles was a principal at Cerity Partners.

Charles is a Certified Financial Planner® professional with a Master of Science in Advanced Financial Planning, concentration in Taxation, from Golden Gate University. He also holds a Master of Arts (with honors) in Sustainable Development, focusing on Management, from the University of St. Andrews in Scotland.

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Charles Angle
Joel Stilwell

Joel Stilwell

Executive Vice President / Chief Compliance Officer

Joel began his career at RSS in 2013 after attending Sonoma State University. He is primarily responsible for client reporting and quarterly billing. In addition, he maintains the RSS website, monitors cybersecurity and performs ad hoc projects involving data compilation, analysis and reporting.

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Philip Huff

Executive Vice President / Chief Financial Officer

Philip began his career in the investment industry at the Southeastern broker/dealer Norris & Hirschberg as the bond clearing agent.  He later transferred, along with their operations, to DFW Clearing in Dallas/Ft. Worth where he was manager of the stock transfer department.  In 1992, he moved to San Francisco to manage the office for RSS.   He is responsible for the day-to-day management of the office and acting as client liaison.

Philip did undergraduate work at the University of Texas Arlington and earned a B.S. in Finance from Golden Gate University in San Francisco.

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Sherry Karlsson

Sherry Karlsson

Director of Operations

Sherry is the Operations Manager at RSS, she manages new client integration, trade settlement, and account administration. Her finance background includes retail and investment finance; having worked at Bank of America, HSBC, Anvil Capital Advisors, Merrill Lynch, and Ameriprise Financial. She received her MBA in Finance from Notre Dame de Namur University.
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