I co-founded Sitrin Capital in 2012 after eight years at Merrill Lynch, where I worked on client service, operations, and the management of our discretionary portfolio. I'm a graduate of the University of Arizona, where I majored in Economics. I live in Prescott, Arizona with my wife and three kids. When I'm not with my family you'll find me playing hockey, at Crossfit, or going through sports cards.

I've been with Sitrin Capital since 2013 and became an Investment Advisor Representative in 2015 after passing the Series 65. I'm a graduate of the University of California, Berkeley, where I majored in Psychology and graduated with honors. I live in New York City, and when I'm not working you can find me on my bike.

I joined Sitrin Capital in 2015. If you call our office, there's a good chance you're talking to me — I handle transfers, distributions, paperwork, and whatever else comes up, and I like knowing our clients well enough to recognize their voice. Before this I managed the office at a construction company. I live in San Pedro, where I'm restoring an 1895 Queen Anne Victorian overlooking the Los Angeles harbor.

I founded Sitrin Capital in 2012 after 35 years at Merrill Lynch, most of them as a Senior Portfolio Manager, having begun advising clients in 1977. I'm a graduate of Cal State Northridge, where I majored in Economics. I live in Pacific Palisades with my wife, and spend my time with family, mystery novels, and watching sports.