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 chief advisory officer. As a wealth manager, 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. In his role as Chief Advisory Officer, he oversees the wealth management advisory team. 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.

Kelly is Ensemble Capital’s director of talent and culture and oversees the firm’s strategy for supporting the incredible team of people who are at the heart of everything we do and maintaining a diverse, inclusive culture where everyone is valued. Prior to joining Ensemble Capital, she was an organizational development and diversity, equity and inclusion consultant working with various government, international, non-profit and corporate organizations. Kelly holds a BA in Spanish from Syracuse University, a MA in Sociology: International Training and Education from American University and a Ph.D. in Conflict Analysis and Resolution from Nova Southeastern University. When she is not working, she can be found writing, meditating or somewhere in the world dancing Argentine tango.

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.

Julianne is Ensemble’s client service manager and acts as a liaison between the leadership and Client Service Advisory teams to implement projects and develop, manage, and update clear and effective processes. Prior to joining Ensemble Capital, she was an Operations Manager overseeing the Operations Team and Alternative Investments process at Parallel Advisors. Julianne holds a BA in Psychology from Illinois Wesleyan University. When she is not working, she can be found walking by the ocean or in nature, wine tasting, and travelling the world to experience new places and cultures.

Martin Jakša 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.

Laura is Ensemble’s business operations associate. She manages the office, provides project assistance across the firm, and makes sure day-to-day operations run smoothly. Prior to joining Ensemble Capital, she was an administrative business operations supervisor for a biotechnology company in San Francisco where she was on the leadership team and the primary contact for property management. When she is not working, she can be found spending time with her family, taking long walks in nature with her dog Ellie, and exploring new vegan restaurants with her husband.

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.

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.

John is Ensemble Capital’s portfolio analyst. He provides support for implementation of the firm’s investment strategy, while accounting for specific customizations in client accounts. Prior to joining Ensemble Capital, he held various roles at Asset Dedication in San Francisco and was a loan officer at Ohana Pacific Bank. John holds a BA in Economics from the University of California, San Diego, and the Chartered Financial Analyst designation. In his spare time, he likes to hike and discover new places.

Bonjour, je suis directeur de gestion de patrimoine chez Ensemble Capital. Mon expertise couvre aussi bien la gestion de portefeuille, la retraite et la planification fiscale ainsi que les structures de planification successorale pour les familles à hauts revenus.

Arrivé aux Etats-Unis après avoir rencontré ma femme Lindsay au Costa Rica, je travaille depuis 2005 dans le secteur de la gestion de fortune. Pendant quatorze ans j’ai acquis une forte expertise en tant que conseiller financier pour les familles à hauts revenus et les entrepreneurs.

Bien que la majorité de mon portefeuille clients soit composé de familles ou d’entrepreneurs américains, je conseille également de nombreux français. Étant l’un des seuls conseillers financiers autonomes français aux Etats-Unis, je suis fier d’offrir des conseils indépendants de tous produits financiers aux français dans la mise en place de leur retraite, stock-options et portefeuille d’investissement.

Avant de rejoindre Ensemble Capital, j’ai travaillé en tant que gestionnaire de portefeuille chez Wetherby Asset Management, l’un des plus grands et prestigieux cabinet financier indépendant aux Etats-Unis. Je supervisais un portefeuille clients d’environ 30 familles représentant $350 millions.

De mon expérience personnelle et professionnelle, je comprends à quel point il est complexe de naviguer dans le système financier américain. Je serais heureux d’aider et conseiller tous ceux qui souhaitent en savoir plus sur leur situation financière.