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Leadership
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Richard Stone, CLU, CFP® Founder & Chief Executive Officer Richard loves wealth management. He's spent a lifetime leading the industry, dedicating days, nights and weekends to helping his clients. |
Greg Friedman, MS, CFP® Founder and President Greg is a tireless advocate for Private Ocean clients. He never stops conceiving and implementing new ways to improve their wealth management experience – and their quality of life. |
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Theo Gallier, MBA Chief Investment Officer Theo is a walking encyclopedia of investment intelligence. As chief investment officer of Private Ocean, he supervises all aspects of the investment advisory process, including strategy, research, portfolio design and performance reporting. |
Susan Dickson, MBA, Ed.D Chief Operating Officer Susan is the organizational backbone of Private Ocean. As COO, she's responsible for business finance and administration–including risk, human resource and facilities management along with financial projections and budgets. |
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FRANK J. JONES, Ph.D, MBA, MS Chairman, Investment Committee Frank is a 40-year veteran of the investment business. As chairman of the Private Ocean investment committee, he uses his vast knowledge and experience to recommend and approve all investment strategies pursued and products used on behalf of clients. |
