Harlan J. Cadinha: strategist
Survival always depends on a healthy cynicism about what is deemed to be the accepted view.

Harlan J. Cadinha

Founder, Chairman and Chief Strategist

A graduate of the University of Hawaii, Harlan entered the investment profession in 1969. As the firm’s Chief Investment Strategist, he is responsible for prescribing asset allocation and strategy shifts that take advantage of changes in the economic or investment climate. Prior to founding Cadinha & Company, Harlan was Chairman of the Board of Jurika, Cadinha & Voyles, Inc., Investment Counsel. Earlier, he established an enviable 11-year record with a large New York Stock Exchange firm.

Harlan was born in Lahaina, Maui as the only son of teacher parents who were born and raised on the Big Island. He has been married to Kaleialoha (Kenney) Cadinha for over 50 years. They have two children and six grandchildren.

Kalei: investment adviser
The markets are much like life – filled with stories of success and failure. What impresses me most is our team’s humility in success, determination after failure, and willingness to persevere, all while caring most about our clients’ life stories.

Kaleialoha K. Cadinha-Pua’a

Chief Executive Officer & Vice Chairman

Kalei worked for Cadinha & Company before taking a position from 1996 to 2000 with the government of American Samoa where she created workforce programs and systems geared to initiate economic growth within the Pacific Region, administered the Employee Training and Development Division, and created the Pacific Coalition for Compact States. She returned to Cadinha in 2000 as a portfolio manager and analyst before attaining her current position.

Kalei is a graduate of the University of San Diego where she earned a B.B.A. and was a WCAC All-Scholar Athlete on the volleyball team. She continued her graduate work at the University of San Diego and Chaminade University. Kalei is married with four children and is known to frequent her children’s volleyball matches and basketball games. In her free time, she enjoys water sports and is active in numerous community organizations.

Neil: chief investment officer
Look for the 2-inch putts, not the
20-footers. They count the same and they're much less risky.

Neil Rose, CFA

President & Chief Investment Officer

Neil joined Cadinha & Company in 2002 as a portfolio manager and analyst. Today, as the firm’s Chief Investment Officer, he develops strategy and selects specific investments. Neil is a cum laude graduate of Harvard University with a B.A. in economics where he was also quarterback and captain of the Harvard football team. Neil holds the Chartered Financial Analyst (CFA) designation, an international professional designation awarded to those who meet stringent professional and ethical standards and have passed a rigorous curriculum with exams.

Neil is married and has three children. He devours books on all kinds of topics and loves traveling and learning new things.

Neil: chief investment officer
Most things in life are quite simple … once you understand them.

Victor A. Canto, Ph.D.

Chief Economist

Learn more: Global Portfolio Strategies

As the Chairman of La Jolla Economics, an economic consulting firm and registered investment adviser, that he founded in 1997, Victor’s investment expertise has been sought by corporations, governments, universities and investment management firms from around the world. That group includes Cadinha & Company, as well as foreign central banks, finance ministers, and other global dignitaries. From serving on Cadinha’s investment committee to consulting on how various policies affect investment performance, Victor has been helping us bring smarter people and a better process to our work on behalf of our clients for many years.

Dr. Canto has been part of the Cadinha team since we opened our doors in 1979. His global expertise allows us to broaden the investment opportunities for our clients. Previously, Victor was an adviser to the Lazard Capital Allocator Series, Chief Investment Officer, Director of Research and portfolio manager at Calport Asset Management, and President and Director of Research at A B Laffer, V A Canto and Associates.

Victor received his M.A. and Ph.D. in economics from the University of Chicago after receiving his B.Sc. in civil engineering from the Massachusetts Institute of Technology. His career has included tenured university professorships in finance and economics at the University of Southern California, research, consulting and writing. His name is on several books as well as articles in many of the leading economic journals in the US and beyond.

Victor is married to his high school sweetheart, Ana, with whom he is the father of three amazing daughters. His passion in life, after his family and career, is spending time with his Paso Fino horses.

Harlan B. K.: wealth manager
We treat your portfolio as if it
were our own.

Harlan B.K. Cadinha

Vice President

Harlan came to Cadinha & Company in 1995. He manages client portfolios, performs securities’ research and administers the firm’s investment procedures. Harlan holds a B.A. in economics and history from the University of the Redlands and an M.B.A. in finance from Chaminade University. Harlan takes a preservation-of-capital approach to investment management, always erring on the side of protecting client wealth.

Preston Lentz: RIA
Our philosophy has never changed, no matter the economic climate. Consistency creates understanding which, in turn, creates trust.

Preston Lentz

Vice President

Preston spent seven years as a retail broker with Dean Witter (now Morgan Stanley Smith Barney) before joining Cadinha & Company in 1989. He holds a B.A. from Kenyon College, is a licensed adviser and is involved with client service and sales. During Preston's time at Cadinha, he's seen the firm grow from $30 million in assets under management to nearly $1 billion.

Robyn L. Macy: business management
A key component in our business is building genuine, lasting relationships with our clients – going beyond what is expected, while always staying true to our principles.

Robyn L. Macy

Vice President – Client Services

Robyn serves as the executive assistant to Harlan J. Cadinha and plays an active role in client service in Hawaii. She joined Cadinha & Company in 1990, after holding a client services post with Chrysler Credit Corporation. At Cadinha, Robyn has held various administrative and operational posts. She received a bachelor's degree from Chaminade University in 1987, majoring in business management.

Arthur J. Mallet: operations
My front-row seat during the 2007-2008 financial crisis has given me a unique appreciation for the time spent and care given to ensure each of our clients’ specific needs are met, all while limiting the risk necessary in achieving their individual goals.

Arthur J. Mallet

Executive Vice President

Arthur’s interest in the financial industry can be traced to his family, which has been in finance for more than 300 years. In fact, the Mallet family created the first private bank in France in 1713, la banque Mallet, and continued to be instrumental in the banking industry after the French Revolution as one of the founding governors of the Banque de France.

With triple citizenship in the U.S., France and Switzerland, Arthur earned a B.S. in finance from Lehigh University. Prior to joining Cadinha & Company in 2010, where he oversees Operations, Arthur was with Bear, Stearns & Co. where he worked directly with the Corporate Treasurer in the Funding, Liquidity and Capital Management group.

Yee Wan Manlapit: financial services
Cadinha & Company is built on family values that create a culture of excellence and integrity.

Yee Wan Manlapit

Executive Assistant

Yee Wan Manlapit joined Cadinha & Company in 2007 and is currently the Executive Assistant to both Kalei Cadinha-Pua’a, President and Chief Operating Officer, and Neil Rose, Chief Investment Officer. Her main responsibilities are providing administrative support and client service support for Kalei and Neil. Yee Wan has worked in the financial services industry since 1992, most of which has been with Registered Investment Advisers. She received an associate degree in liberal arts from Honolulu Community College.

Bradley F. Totherow, CFP: CFP
I was raised on Molokai where we all looked after one another. Assisting others is a part of who I am and what I do at Cadinha. Helping people achieve their financial goals just feels natural.

Bradley F. Totherow, CFP

Vice President

Brad joined Cadinha & Company in 1988 as a research analyst and has held many positions within the firm including President, CEO and Chief Investment Officer. Currently, Brad concentrates his time developing individual equity ideas and is a member of Cadinha's investment team. He also serves as one of six portfolio managers responsible for implementing the firm's strategies into client portfolios. He holds a B.S. in business administration from Colorado State University and in 2005 earned the Certified Financial Planner (CFP) designation.

Brad has served on many nonprofit boards including The World Presidents’ Organization, Kupu Hawaii, which serves the growing needs in training our next generation of youth, Kapiolani Health Foundation, which raises funds to improve health care services for the Women and Children of Hawaii, and the Outdoor Circle, whose mission is to protect and preserve our beautiful Hawaiian environment.