IRA Services Leadership
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.
Chief Operating Officer
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.
Patrick joined IRA Services as President in 2018 to lead sales, marketing and corporate strategy efforts at the company. Prior to IRA Services, he was President of PENSCO Trust Company, a subsidiary of Opus Bank (OPB), where he oversaw the business development, partner management, marketing and product development teams. Patrick’s extensive financial services industry background includes institutional sales and business development leadership positions at Franklin Templeton, BNY Mellon and Financial Engines.
Patrick holds a B.S. in Finance from Miami University and an M.B.A. from Ohio State University, and has earned his CFA and SDIP designations. He lives in the San Francisco Bay Area with his wife and three daughters and enjoys biking, playing golf and basketball.
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.