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Marr L

Series 65

Costa Mesa, CA

Leisure Capital Management, Inc.

Marr Leisure is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002. Leisure Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm focuses on discretionary investment management with an emphasis on diversification and long-term holding, integrating Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
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Raymond R

CFA®

Costa Mesa, CA

Leisure Capital Management, Inc.

Raymond Robinson is a CFA® charterholder at Leisure Capital Management, Inc. in Costa Mesa, CA, with 18 years of industry experience. He has been with Leisure Capital Management since 2002. Leisure Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants, focusing primarily on discretionary investment management. The firm employs a diversified, long-term investment approach that integrates Modern Portfolio Theory and the Fama-French three-factor model alongside fundamental and cyclical security analysis.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
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Eric S

Series 66

Costa Mesa, CA

Leisure Capital Management, Inc.

Eric Shute is a financial advisor at Leisure Capital Management, Inc. in Costa Mesa, CA, holding a Series 66 designation with 12 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Leisure Capital Management in 2023. Leisure Capital Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm emphasizes diversification and long-term holding in its discretionary investment management, employing Modern Portfolio Theory, the Fama-French three-factor model, and fundamental security analysis.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
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Patrick M

CFA®

Costa Mesa, CA

Leisure Capital Management, Inc.

Patrick Maxwell is a CFA charterholder with 11 years of industry experience. He has been with Leisure Capital Management, Inc. since 2014. The firm serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, insurance companies, and retirement plan participants. Leisure Capital Management emphasizes diversification and long-term holding using a combination of Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
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Gideon B

CFA®, Series 63

Costa Mesa, CA

Leisure Capital Management, Inc.

Gideon Bernstein is a CFA® charterholder with 22 years of industry experience. He has been with Leisure Capital Management, Inc. since 2002 and currently practices in Costa Mesa, CA. Leisure Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, insurance companies, and retirement plan participants. The firm emphasizes diversification and long-term holding in its discretionary investment management, applying Modern Portfolio Theory, the Fama-French three-factor model, and fundamental and cyclical security analysis.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management
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