Our Team

With Private Ocean, you enjoy the direct support of a close-knit team of industry leaders and pioneers. People who work for you include:

• The co-author of the financial planning industry’s first code of ethics
• A chief investment officer with rock-solid judgment, based on decades of experience navigating market cycles
• An innovator in personal financial planning
• A recipient of the prestigious Charles Schwab IMPACT Award for Best-in-Technology
• An industry veteran who managed a $30 billion portfolio on Wall Street

These aren’t figureheads or just names on a web site. They’re some of the top minds in wealth management. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity.

They’re not the only ones. Your dedicated support team includes seasoned advisors and operations specialists. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times.