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Investment Committee

Many wealth management firms rely on a single chief investment officer to oversee and recommend investments for clients. We used to operate that way, too.

But as our business has evolved, we’ve realized the benefits to clients of developing investment decisions collaboratively, as a committee that represents a range of critical perspectives.

Our committee co-chairs, Frank Jones and Fred Dopfel, bring decades of deep institutional investment experience, managing portfolios worth tens of billions of dollars. Frank and Fred regularly analyze the investment horizon, searching for innovative approaches and products that support our philosophy.

Richard Stone, Founder and Chairman, Emeritus, and Greg Friedman, CEO, bring more than 60 years combined experience to the investment committee. Richard and Greg ensure that all recommendations align tightly with the specific needs and objectives of Private Ocean clients.

Rounding out the committee are: Justin Hult, Director of Investment Operations and Chief Compliance Officer; Susan Dickson, Chief Operating Officer; Advisors Chip Pyfer, Lisa Peters, Kevin Gahagan and Norm Boone; and Tanya Rhodes, Portfolio Manager; and Zach Schlaht, Investment Research Manager.