Prior to starting Sitrin Capital in 2012, I was a Senior Portfolio Manager at Merrill Lynch for 35 years. I am a graduate of Cal State Northridge, where I majored in Economics. I currently live in Pacific Palisades, California with my wife. When I'm not reading mystery novels, you can find me spending time with my family or watching sports.
I have lived in Los Angeles for the past 25 years, prior to that, I went to Boston University to study mathematics and economics. Later, I received my MBA from Rutgers in New Jersey. After school, I moved to Los Angeles and worked at Merrill Lynch as a Financial Advisor for high-net-worth individuals. After being with Merrill for 15 years, I left to establish Sitrin Capital as Managing Director. I currently live in Tarzana with my wife and two kids. When I'm not playing tennis, I'm gardening or trying to cook a new recipe. I specialize in retirement planning and next-generation investing.
Prior to starting Sitrin Capital in 2012, I was a Portfolio Manager at Merrill Lynch for 8 years. During my tenure at Merrill Lynch, I helped with client service, business operations, and the management of our discretionary portfolio. I am a graduate of the University of Arizona, where I majored in Economics. I currently live in Prescott, Arizona with my wife and three kids. When I'm not busy with my family you can find me playing hockey, enjoying Crossfit, or collecting sports cards.
Client Relationship Manager
I joined Sitrin Capital in 2012 as the Client Relationship Manager. Prior to that, I had worked with the Sitrin Team back in 2006. I am a graduate of the Art Institute of Los Angeles where I majored in Culinary Arts. I currently live in Washington State with my husband and two children. When I am not keeping busy with taking care of the kids, you can find me cooking and baking in the kitchen.
Please reach out to the Sitrin team to discuss how we can support you in achieving your goals. We would love the opportunity to connect!