Ensemble Capital Management builds focused investment portfolios to help you preserve your success and enhance your future.
Serving clients with assets ranging from about $3 million to $250+ million, Ensemble offers a high level of personalized service to individuals, families, trusts, foundations and nonprofits.
Sean is president and chief investment officer of Ensemble Capital and oversees the firm’s services for foundations and philanthropic families. Before joining Ensemble Capital, he was a member of a private client advisor team working with high net-worth individuals at Scudder Investments. He holds a BA in Economics from the University of California, Davis, the Chartered Financial Analyst designation, and is a Chartered Advisor in Philanthropy.
Ludo is Ensemble Capital’s director of wealth management. He focuses on customized portfolio management, retirement and tax planning as well as complex trust and estate planning for high net worth families and institutions. Prior to joining Ensemble Capital, he was a wealth manager at Wetherby Asset Management in San Francisco. Previously, Ludo practiced comprehensive financial planning at Ameriprise Financial Services and worked internationally in consulting and marketing.
Matt is Ensemble Capital’s chief operating officer and chief compliance officer. Prior to joining Ensemble, Matt was vice president of operations at Kelmoore Investment Co. where he oversaw operations for the separately managed account platform. He holds a BA with majors in both Economics & English from the University of North Dakota, Grand Forks. Prior to working at Ensemble Capital, Matt spent time as a financial advisor with Ameriprise Financial Services and as an inside wholesaler with Franklin Templeton Investments.
Cathy is Ensemble Capital’s director of business operations. She holds a BS in Managerial Economics from the University of California at Davis and an MA in Marriage and Family Therapy. Prior to working at Ensemble Capital, Cathy worked in financial analysis at Intel and Notre Dame de Namur University.
Liz is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement planning, tax planning and complex trust and estate planning. Prior to joining Ensemble Capital, she was an advisor at Private Ocean Wealth Management and Mosaic Financial Partners. Liz holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Certified Professional Coactive Coach (CPCC). She graduated from Wellesley College with a degree in Biology, San Diego State University with an MBA, and University of California at Santa Barbara with an MA in Economics.
Mike is a Wealth Manager at Ensemble Capital. He focuses on investment management, financial planning and client engagement. Prior to joining Ensemble Capital, Michael held the role of Director with Sage Advisory and also with WHV Investments in San Francisco; he specialized in portfolio management, business development and client service. Michael holds a BA in communications from The University of Arizona. In his free time, he enjoys traveling to new countries, wine tastings, and staying active.
Shilpa is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement and tax planning as well as complex trust and estate planning for high net worth families and institutions. Prior to joining Ensemble Capital, she was an Associate Financial Advisor at Brio Financial Group in San Francisco. Previously, she was a Senior Vice President and investment advisor with HIP Investor, specializing in impact investing portfolio solutions. In the past, she also worked to inform citizens on the environmental impacts of clean air, water, and local food with organizations in the Bay Area. Shilpa holds a B.S. in Management Science with honors from the University of California, San Diego and is a Certified Divorce Financial Analyst CDFA®. Shilpa loves to learn and practice new styles of dance. She also enjoys traveling to new countries.
Matt is Ensemble Capital’s director of institutional business development. He is responsible for strategic growth initiatives and product marketing across institutional investor channels. Prior to joining Ensemble Capital, Matt managed traditional and alternative investment relationships as vice president of business development at First Pacific Advisors in Los Angeles and Brevan Howard in New York. Previously, he was a senior analyst at J.P. Morgan. Matt graduated cum laude from Rensselaer Polytechnic Institute with a B.S. in Management and Finance, and studied abroad at Bocconi University in Milan, Italy.
Martin Jaksa is Ensemble Capital’s senior operations manager. His focus at Ensemble is overseeing the execution of non-investment related account activity. Prior to joining Ensemble Capital, Martin was vice president of compliance at Foothill Securities, Inc. in Santa Clara, CA. Martin’s experience includes branch operations manager for Berthel Fisher & Co., Inc. and positions in sales, marketing and operations with Kelmoore Investment Co.
Martin holds a BS degree in business administration from Sonoma State University with a concentration in marketing. Martin enjoys working in the financial services industry, where he has worked since starting his financial career in 1996.
Martin also enjoys coaching local Little League Baseball, running, watching sports, traveling and spending time with his two children.
Randi Mills is a Senior Operations Associate at Ensemble Capital. She supports the execution of non-investment related account activity. Prior to joining Ensemble, Randi served as Cashiering Team Lead at Buckingham Strategic Partners and has held various operations roles at Foothill Securities Inc., Berthel Fisher & Co., and Kelmoore Investment Co. Randi earned a bachelor’s degree in Economics from The University of California, Davis. She resides in San Jose, California, where she enjoys CrossFit, reading, and spending time with her husband, Jon and their daughters, Grace and Ellie.
Wern is a senior operations associate at Ensemble Capital. She supports the execution of non-investment related account activity. Prior to joining Ensemble Capital, she was a Senior Investment Associate at Silicon Valley Community Foundation. She holds a BS in Marketing & Management with honors from Upper Iowa University, Fayette. Wern enjoys outdoor adventures such as hiking, camping, running, practicing, and teaching yoga.
Kyle is a senior investment associate at Ensemble Capital. He supports all aspects of client services, marketing and business development activities. Prior to joining Ensemble, he was on the relationship management team for Abbot Downing, an ultra-high net worth wealth management division of Wells Fargo. He holds a BA in Economics from California State University, Chico. In his free time, Kyle enjoys travelling internationally, backpacking, and playing soccer.
Karen is an executive assistant at Ensemble Capital. She holds a BS in Bachelor of Business Administration from Eastern Michigan University. Prior to working at Ensemble Capital, Karen has served as an office manager and has owned her own insurance and real estate businesses. Karen comes from a strong background in sales and business development. She readily establishes rapport with people from diverse backgrounds and at all professional levels.
Arif is a senior investment analyst at Ensemble Capital. Before joining Ensemble Capital, he was a senior investment analyst and co-portfolio manager at Kilimanjaro Capital. Positions prior to that included senior equity analyst at Pacific Edge Investment Management and research associate at Robertson Stephens & Co. Arif graduated from the Massachusetts Institute of Technology with a BS in Economics and he is also a CFA charterholder.
Todd is a senior investment analyst at Ensemble Capital. Before joining Ensemble, Todd was an analyst at Johnson Investment Counsel, where he worked on the firm’s SMID cap strategy. Prior to that, Todd was a sell-side analyst at Morningstar, where he led Morningstar’s equity stewardship methodology and covered companies in the basic materials, industrials, and consumer sectors. Earlier in his career, Todd worked for The Motley Fool, SunTrust Asset Management, and Vanguard. He holds a BA in History from Saint Joseph’s University in Philadelphia and the Chartered Financial Analyst designation.
Paul is Ensemble Capital’s director of portfolio analysis. He implements the firm’s investment strategy in client accounts, while accounting for client specific customizations. Prior to joining Ensemble Capital, he was a Wealth Manager / Portfolio Manager at Grubman Wealth Management in Berkeley. Paul holds the Chartered Financial Analysis designation. He is a member of the CFA Institute and the CFA Society of San Francisco.
Juwon is a Portfolio Analyst at Ensemble Capital. He supports the implementation of the firm’s investment strategy in client accounts, while accounting for client specific customizations. Prior to joining Ensemble Capital, he was a Trading and Investment Analyst at GHP Investment Advisors in Denver, CO. Juwon holds a BA in Economics from Morehouse College, an MS in Finance and Risk Management from the University of Colorado and is a 2021 Level II candidate in the CFA Program.
Juwon also enjoys playing and watching basketball, listening to music, and spending time with his family.
After three decades working in the financial markets, Curt Brown founded Curtis Brown & Company in San Francisco. His desire was to form an independent firm, structured to serve clients in a clear and transparent manner. The business model was designed to remove the many conflicts of interest that plagued so many financial services firms.
Curtis Brown & Company moved from San Francisco to Burlingame, located midway between San Francisco and Silicon Valley.
Sean Stannard-Stockton became a Shareholder in the company, which was renamed Ensemble Capital Management.
Ensemble Capital launched their philanthropic planning services and began to attract private foundations, charitable trusts and major donors to their growing client base.
Matt Pearson joined Ensemble Capital to manage operations.
Matt Pearson became a Shareholder in Ensemble Capital and the company moved into larger offices.
Ludo Thomasson, CFP®, joined Ensemble Capital to manage the Wealth Planning services.
Sean Stannard-Stockton became President and CIO. Ludo Thomasson became a Shareholder.
Matt Pearson became COO & CCO.
Curt Brown retired. His original vision to serve clients in a clear and transparent manner remains the core philosophy of Ensemble Capital.
Ensemble Capital exceeded $1 billion in assets under management
Ensemble Capital moves its office to San Francisco, where Ensemble originally started
Ensemble Capital Management is now a leading investment advisory and wealth management firm in the San Francisco Bay Area and nationwide.
Making a social impact is long embedded in Ensemble Capital’s history and services. Our President, Sean Stannard-Stockton, is well known in the philanthropic community for the popular Tactical Philanthropy blog he authored from 2006 to 2012 as well as his regular columns in the Financial Times and The Chronicle of Philanthropy. Many Ensemble Capital employees reflect the same passion and serve or have served on nonprofit boards and actively participate with local, national, and international nonprofit organizations.
Ensemble Capital has a formal commitment to amplify their own philanthropic initiatives as a firm through three distinct and impactful programs:
We seek to deeply understand our philanthropic clients’ missions and visions. We direct a portion of our firm’s charitable budget toward the initiatives of our nonprofit clients and the grantees of our philanthropic clients.
We cultivate group learning around effective philanthropy. We commit 5% of net revenue from the Ensemble Fund to a high impact charitable organization selected annually by an internal committee based on a multi-step research process.
We encourage our employees to engage with their community around their own individual causes. Ensemble Capital matches donations to 501(c)(3) non-profit organizations aligned with our employees’ personal passions.
The only revenue received by Ensemble Capital:
Our fee encompasses investment management and advisory services. We don’t outsource your investment management.
We don’t bill for additional advice or services within the standard scope of wealth management.
We do well when you do well; our only incentive is to maximize your account value while limiting risk.
AdvisoryHQ | AdvisoryHQ compiled the listing based on its four-step objective methodology which ranks firms based upon the everyday client. It considers a firm’s fiduciary duty, independence, level of customized service, history of innovation, team excellence, quality of service and more. AdvisoryHQ analyzed 83 firms and Ensemble Capital was one of 13 firms ranked as a “Top Rated Wealth Management Firm” in the San Francisco Bay Area. Ensemble Capital did not pay a fee for inclusion in the listing. The listing does not evaluate client experience and is not indicative of the practice’s future performance. Ensemble Capital received this ranking in 2016, 2017, 2018, 2019 and 2020.
Forbes Best in State | The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their businesses and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. In 2020, Ensemble Capital was listed at #85 in the state of California. Ensemble Capital did not pay a fee for inclusion in the listing. The listing does not evaluate client experience and is not indicative of the practice’s future performance.
Financial Advisor Magazine | To be eligible for the Financial Advisor Magazine RIA rankings, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients and complete a survey. In 2021 Ensemble Capital was ranked by AUM at #264 and was ranked by AUM growth at #45. Ensemble Capital did not pay a fee for inclusion in these listings. These listings do not evaluate client experience and are not indicative of the firm’s future performance.