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David H

Series 63, Series 65

Austin, TX

Fort Point Capital Partners LLC

David Haselwood is a financial advisor at Fort Point Capital Partners LLC in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at JFL Capital Management, Trilogy, Inc., and Lyon Street Capital. Outside of finance, he is involved with Cansup, a cancer support network. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, tax-aware strategies, and active use of derivatives, while sponsoring and managing private fund vehicles for its clients.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Timothy M

Series 66

San Francisco, CA

Fort Point Capital Partners LLC

Timothy Mcdowell is a financial advisor at Fort Point Capital Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gordian Investments LLC and Cypress Point Capital Management LLC. He is a managing partner at Fort Point Capital Partners, where he oversees the firm and its investment activities. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles including fund-of-funds with specialized fee structures.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Ralph D

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Ralph Drybrough III is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at several firms including Merrill, Presidio Capital Advisors LLC, Gordian Investments LLC, and Stratifi LLC. Outside of his advisory role, he serves on the board of NAX Group, a company combining corporate and digital assets, where he assists the CEO with strategic initiatives. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm offers discretionary separately managed accounts and manages private pooled vehicles with a focus on risk management, global diversification, and tax-aware strategies.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Olusola A

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Olusola Awofala is a financial advisor at Fort Point Capital Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at San Francisco Sentry Investment Group, SF Sentry Securities, Inc., and ThinkEquity LLC. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active oversight, and tax-aware strategies while sponsoring and managing private fund vehicles and separately managed accounts.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Tyler S

Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Tyler Sloan is a financial advisor at Fort Point Capital Partners LLC based in San Francisco, CA. He holds a Series 65 designation and has been with Fort Point Capital Partners since 2023. Prior to joining the firm, he was employed at Santa Clara University and Lakeridge High School. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies across discretionary separately managed accounts and private pooled funds that allocate to private credit, private equity, and real estate.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Robin B

CFP®, Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Robin Brinckerhoff is a CFP® with 15 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. His career includes roles at Gordian Investments, Wells Fargo Clearing, Wells Fargo Bank, and North Capital. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled funds across various asset classes. The firm focuses on risk management through global diversification, active oversight, tax-aware strategies, and may utilize derivatives and third-party managers.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Joseph P

CFP®, Series 63, Series 65

Millcreek, UT

Fort Point Capital Partners LLC

Joseph Pitts is a CFP® with 13 years of industry experience, currently serving as an advisor at Fort Point Capital Partners LLC since 2012. He is involved in several volunteer activities including fundraising for Guardsmen Charity Group, volunteering as a financial planner for America’s Mighty Warriors, and instructing at United Krav Maga. He also contributes time to Big Brothers Big Sisters of Utah. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled funds. The firm emphasizes risk management, global diversification, tax-aware techniques, and utilizes private credit, private equity, and real estate strategies within its investment approach.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Frederick B

CFA®, Series 63

Narberth, PA

Fort Point Capital Partners LLC

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience, currently serving as a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior experience includes roles at Gordian Investments and Cypress Point Solutions. He is also the managing member of a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles while employing derivative and leverage techniques in certain accounts.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Paul T

CFA®, Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Paul Touchstone is a CFA® with 20 years of industry experience, currently serving as a partner at Fort Point Capital Partners LLC in San Francisco. His career includes roles at Gordian Investments, Stratifi, Stifel, Stone & Youngberg, and Schroeder Capital Management. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled fund vehicles across private credit, equity, and real estate. The firm’s investment approach emphasizes risk management, global diversification, active risk control, and tax-aware strategies.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jonathan M

CFP®, Series 66

San Francisco, CA

Fort Point Capital Partners LLC

Jonathan Maier is a CFP® and holds a Series 66 license, currently working with Fort Point Capital Partners LLC. He has four years of industry experience, including prior roles at Equitable Advisors, LLC, and involvement with the Oakland Parks and Recreation Foundation. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm focuses on risk management, global diversification, active risk oversight, and cost control, integrating tax-aware strategies and employing derivative-based hedging in select accounts.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Nicholas D

Series 63, Series 66

Naples, FL

Fort Point Capital Partners LLC

Nicholas Deans is a financial advisor at Fort Point Capital Partners LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including NightHawk Capital and Muirfield Investment Partners. Deans serves on the board of directors for Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management through global diversification, active oversight, tax-aware techniques, and the use of derivatives, while sponsoring and managing private fund structures with performance-based fee arrangements.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jacob M

Series 63, Series 65

San Francisco, CA

Fort Point Capital Partners LLC

Jacob Mahoney is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 registrations and 15 years of industry experience. His prior work includes positions at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Clearing. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, emphasizing risk management, global diversification, and tax-aware strategies through discretionary separately managed accounts and private pooled funds.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Christopher B

CFP®, Series 65, Series 63

Redondo Beach, CA

Fort Point Capital Partners LLC

Christopher Blassick is a CFP® with 8 years of industry experience, currently serving as Managing Director at Fort Point Capital Partners LLC. His prior experience includes roles at Camden Capital and Salem Partners. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, while managing private fund vehicles and separately managed accounts across a range of alternative and traditional investments.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Mark A

CFP®, Series 63

San Francisco, CA

Fort Point Capital Partners LLC

Mark Anderson is a CFP® with 22 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2016. He has also been associated with Lakeside North Capital Advisors, LLC since 2015 and previously worked at Oklo Financial, LLC from 2003 to 2014. In addition to his advisory roles, Mr. Anderson acts as an expert witness providing opinions on investment portfolio value changes. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles that focus on private credit, equity, and real estate investments.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Andrew B

Series 65, Series 63

Rolling Hills Estates, CA

Fort Point Capital Partners LLC

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 19 years of industry experience. He has held prior roles at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles that include private credit, private equity, and real estate investments.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Chad D

Series 63, Series 66

Bronxville, NY

Fort Point Capital Partners LLC

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and acting as Program Manager for private pooled vehicles that invest in private credit, private equity, and real estate. The firm emphasizes risk management, global diversification, and tax-aware strategies across its investment approach.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Roy H

Series 63, Series 65

Oyster Bay Cove, NY

Fort Point Capital Partners LLC

Roy Haya is a financial advisor at Fort Point Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fort Point since 2019. Prior to this, he was affiliated with Twenty-First Securities Corporation and Twenty-First Tailored Solutions. In addition to his advisory role, he serves as Managing Director and Head of Derivative Solutions at Fort Point, focusing on structuring option overlays and hedging. Fort Point Capital Partners primarily serves high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm emphasizes risk management, global diversification, active risk control, and tax-aware strategies, employing derivatives and alternative allocations in its investment approach.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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John M

Series 65, Series 63

San Francisco, CA

Fort Point Capital Partners LLC

John Mcdevitt is a managing director at Fort Point Capital Partners LLC with 26 years of industry experience. He has held roles at Morgan Stanley & Co. LLC from 2002 to 2020 and currently serves as managing director at both Fort Point Capital Partners and Uhlmann Price Securities. He holds Series 65 and Series 63 licenses and is based in San Francisco, CA. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled funds focused on private credit, private equity, and real estate. The firm employs a risk management approach with global diversification, tax-aware strategies, and the use of derivatives, while sponsoring and managing private fund vehicles with performance-based fees.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Nicholas K

Series 66

New York, NY

Fort Point Capital Partners LLC

Nicholas King is a financial advisor at Fort Point Capital Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Uhlmann Price Securities, Sanford C. Bernstein & Co., and The Riverside Company. Outside of finance, he serves as Executive Director of After Arts, a membership community connecting professionals and musicians for mentorship and events, and is a board member of the nonprofit Project Music Heals Us. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk-focused, globally diversified strategies and manages private pooled funds across multiple asset classes, incorporating tax-aware techniques and hedging strategies in its investment approach.

Tax-loss harvesting Passive / index investing Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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