Arroyo Investment Group

Our Team

John P. Odell	John Odell is a principal of Arroyo Investment Group. Mr. Odell is a Certified Financial Planner. He also maintains various FINRA www.finra.org registered licenses including Series 7, 24, 27, 63 and 65 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority. Mr. Odell is also a principal of Capital Research & Consulting, LLC, a firm specializing in the design and implementation of corporate and government retirement plans. Mr. Odell holds a Bachelor of Business Administration degree from the University of Notre Dame. Mr. Odell has been in the investment business since 1988. John may be reached at jodell@arroyoinvestmentgroup.com.
Steven W. Arnold	Steven Arnold is a principal of Arroyo Investment Group. Mr. Arnold maintains various FINRA www.finra.org registered licenses including Series 7, 26, 27, 63 and 66 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority. Mr. Arnold is also a principal of Capital Research & Consulting, LLC, a firm specializing in the design and implementation of corporate and government retirement plans. Mr. Arnold graduated from Fort Lewis College in Colorado with a Bachelor of Arts degree in Business Administration. Mr. Arnold has been in the investment business since 1980. Steven may be reached at sarnold@capresearch.com.
Michael D. Haney	Mike Haney is an investment advisor representative for Arroyo Investment Group. Mr. Haney has responsibility for expanding Arroyo Investment Group’s wealth management client base. Mr. Haney joined Arroyo Investment Group in January of 2006 after thirty years of service for the City of Glendale. Mr. Haney started with the Glendale Police Department as a Police Officer in 1975 transferring to the Glendale Fire Department in 1980. Mr. Haney held the rank of Fire Battalion Chief upon his retirement in December of 2005. Mr. Haney holds a Bachelor of Science degree from the University of Southern California; School of Business, Finance and Real Estate. Mr. Haney was an All-American Golfer for U.S.C. in 1973. He was Co-Captain for the Trojans in 1973. In 2006 Mr. Haney was inducted into the Glendale College Hall of Fame for his outstanding athletic achievement. Mike may be reached at mhaney@ArroyoInvestmentGroup.com.
Angela R. Miller	Angela R. Miller has been an Investment Analyst at Arroyo Investment Group since May 2003. She leads investment analysis, supervises investment monitoring and provides support in the evaluation of institutional and individual accounts. Angela holds a Bachelor of Arts degree in Political Science from the University of Southern California. amiller@capresearch.com.
Lisa Taddeo	Lisa Taddeo is an Operations Specialist for Arroyo Investment Group. She oversees all client servicing, trading and billing for our firm. Lisa joined Arroyo Investment Group in 2009, bringing twenty-one years of experience in the financial investment industry. Lisa started her career with Roger Engemann & Associates and has worked at NWQ Investment Management Company, Hotchkis and Wiley Capital Management, and Western Asset Management Company prior to joining our team. Lisa holds a Bachelor of Science degree in Business Administration from California State Polytechnic University, Pomona. ltaddeo@ArroyoInvestmentGroup.com.
Krista Charvat	Krista Charvat is responsible for client monitoring reports. Ms. Charvat joined the firm in June 2011, with nine years of investment experience. She previously held positions with Nuveen Investments, Analytic Investors, and RNC Genter Capital Management. She received a Bachelor of Business Administration with an emphasis in International Business and a Minor in German from Loyola Marymount University. kcharvat@capresearch.com.
J. Felicity Goldstone	J. Felicity Goldstone joined Capital Research & Consulting LLC and Arroyo Investment Group, LLC in July 1999. She oversees all aspects of the compliance requirements that the firms must adhere to as Registered Investment Advisors. She holds a Bachelor of Science Degree in Finance, Real Estate and Law from California State Polytechnic University and holds a Series 27 License from FINRA as a Financial Operations Principal. fgoldstone@capresearch.com.