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Phocas Financial Corp Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Phocas Financial Corp is a small, employee-owned investment management firm based in Alameda, California. It specializes in asset management with a focus on REIT and small-cap value investing, and serves U.S. public pension plans as its clients. In March 2026, Yolanda Foreman was appointed Chief Executive Officer, signaling a leadership transition. The firm operates with a compact team and maintains a public presence online at phocasfinancial.com.

Find Phocas Financial Corp employees' phone numbers or email addresses

Phocas Financial Corp Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Phocas Financial Corp's Leadership

  • Travel Advisor And Owner at Phocas Financial Corp
    V. B.
    Travel Advisor And Owner
    Mobile Phone
  • Director Of Operations at Phocas Financial Corp
    L. G.
    Director Of Operations
    Mobile Phone
  • Wealth Manager at Phocas Financial Corp
    C. L.
    Wealth Manager
    Mobile Phone

Phocas Financial Corp Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Finance
  • Legal
  • Other

Contact profiles from Phocas Financial Corp

Name
Title
Contact
Location
Last Update
  • Travel Advisor And Owner at Phocas Financial Corp
    V. B.
    Travel Advisor And Owner
    Mobile Phone
    Oct 23, 2024
  • Director Of Operations at Phocas Financial Corp
    L. G.
    Director Of Operations
    Mobile Phone
    Oct 23, 2024
  • Wealth Manager at Phocas Financial Corp
    C. L.
    Wealth Manager
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Phocas Financial Corp known for?

Minus sign iconPlus sign iconPhocas Financial Corp was founded in 2005 and operates in the Investment Management industry. You can contact Phocas Financial Corp's main corporate office by phone at
+1-510-523-****
. Explore Phocas Financial Corp's company overview page for more information.

What is Phocas Financial Corp's most common email format?

Minus sign iconPlus sign iconPhocas Financial Corp employees' email format typically follows the pattern of First.Last@phocasfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Phocas Financial Corp email formats with LeadIQ.

How many employees does Phocas Financial Corp have currently?

Minus sign iconPlus sign iconPhocas Financial Corp has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Phocas Financial Corp's key employees and leadership?

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As of August 2026, Phocas Financial Corp's key employees include:

  • Travel Advisor And Owner: V. B.
  • Director Of Operations: L. G.
  • Wealth Manager: C. L.

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