Greg Friedman
MS, CFP®
Founder and CEO
Sarah Wotherspoon
MS, CFP®, CDFA®
Director of Wealth Management, Principal
Justin Hult
MBA, CFA
Director of Investment Operations, Chief Compliance Officer, Principal
Mike Sbrocco
MBA
Chief Financial Officer
Channing Olson
Director of Operations, Principal
B. Kelly Keydel
CFP®, MBA, CDFA®
Advisor | Managing Partner
Paul Sturm
Director of Information Technology, Principal
Suzanne Williamson
Director of Client Services, Principal
Angela Giombetti
Head of Marketing
Julie A. Back
CFP®
Advisor, Principal
Bill Bockwoldt
MBA, CFP®, CEPA®
Advisor, Principal
Justin deTray
CFP®
Advisor, Principal
Kevin Gahagan
CFP®, CIMA®
Advisor, Principal
M. Zach Mangels
MSFP, CFP®
Advisor, Principal
Lisa Peters
CFP®, CDFA®, CAP®
Advisor, Principal
Chip Pyfer
JD, CFP®, CIMA®, CPWA®
Advisor, Principal
John (Mac) Dunstan
CFP®
Advisor
Steve Branton
CFP®, CPCC®
Advisor, Principal
Stephen Kepler
CFP®, CDFA®
Advisor
Amanda C. Fox
MBA, CFP®
Advisor
Sheila Schroeder
Business Development Officer
John F. Thiel
MBA, CFP®
Advisor
Tim Talbott
MA, CFP®
Paraplanner
Julie Penwell
CFP®
Advisor
Elizabeth Pulido
Paraplanner
Frederick E. Dopfel
PH.D.
Investment Committee Chair, Principal
Tim Curley
Senior Portfolio Manager
Diane Cauchois
Portfolio Manager
Deborah Gibbs
Investment Operations Specialist
Joel Udoutch
Investment Operations Data Associate
Karolina Chernyak
FPQP™
Senior Client Service Specialist
Dave Scuitto
Senior Client Service Specialist
Carolyn Jerome
Finance and Human Resources Manager
Heather Martin
Systems Administrator and Trainer
Courtney Roberts
Office Coordinator
Melissa Restivo
FPQP™
Client Service Specialist
Petra Braaksma
Senior Client Service Specialist
Marla Mulligan
Office Manager
Rokhand Collins
Client Service Specialist
Andrew Santos
Client Service Specialist
Rudolph J. Cervetto III
Lead Receptionist
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.
