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.

Katherine 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 a portfolio manager at Hall Capital Partners in San Francisco. Previously, Katherine was a portfolio manager at Sand Hill Global Advisors.  She also spent some time as an Investment Associate at the Gordon & Betty Moore Foundation as well as an Associate Consultant in the Private Equity Group at Bain & Company.  Katherine also serves on the Board of Reclaim Childhood, a non-profit she co-founded in 2008 that brings the benefits of sport and play to at-risk girls and women living in Jordan.  Katherine graduated cum laude from Williams College with a BA in Economics and Psychology and is also a CFA charterholder as well as a member of the CFA Society of San Francisco.

Mike is an investment advisor 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 (R). 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.

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 an 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 the 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 and her personal motto is, “I collect people”.

She’s a 4th generation San Francisco native, and she has two grown sons who both have successful careers in the City. They are a tight-knit family and get together often. She enjoys mountain biking, yoga, hiking and spending time with her friends. Karen gives back to her community by attending many annual fund raising events and also gives her time by volunteering with Make-A-Wish Greater Bay Area and Habitat for Humanity.

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.

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.

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.