IRA Services Leadership
President & Chief Executive Officer
Edwin earned his Ph.D. in Physics from UCLA. After employment with Lockheed Martin, General Electric, and Atomics International, he started an IT service company for banks and credit unions. In 1979, when IRA accounts became more available, Edwin recognized a unique need that his banking customers had when it came to servicing IRAs. He founded the company known today as IRA Services, Inc., and its trust-chartered entity, IRA Services Trust Company.
Since IRA Services earlier years, Edwin has set an exemplary foundation for the rigorous system of assessment, strategy, and execution still used by his organization today.
Gary joined IRA Services in 1980 as the General Manager and Head of Compliance and Operations. He previously served as CFO of World Publications and held management positions at both National Semiconductor and Rocor International.
Gary is a Harvard University graduate with a Master’s degree in Business Administration. He has served as Vice President at IRA Services for the last 7 years and is responsible for leading the operations and compliance teams to provide the unrivaled service IRA Services has continued to offer over the past 35 years.
Prior to joining IRA Services as head of Client Services in 1995, Michael was employed with IBM as a marketing representative. He later founded Dataphile Inc., a computer service bureau and acquired an athletic club, both of which he operated for more than 20 years.
Michael is a graduate of San Jose State University with a Bachelor’s degree in Mathematics and a minor in Physical Education. He is a RITA-certified Self-Directed IRA Professional. Michael is responsible for maintaining client relationships and ensuring the highest standard in custodial responsibility across all our client accounts.