Jagdish (Jay) Sitlani is a CFA® charterholder with one year of experience at Pacific Point Advisors, LLC. He previously worked at Relational Investors LLC for 19 years and at Pacific Point Capital, LLC for two years. He serves as Chief Financial Officer and General Partner of a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors provides discretionary portfolio management, financial planning, and sub-advisory services primarily to affluent families, entrepreneurs, executives, individual investors, and institutions. The firm employs diversified, risk-aware asset allocation and proprietary model portfolios, integrating third-party managers and artificial intelligence tools under human oversight.

Kyle Spiewak is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Pacific Point Advisors, LLC and has previously worked at Del Mar Wealth Advisors, Avantax Advisory Services, 1st Global Advisors Inc, Torrey Pines Advisors & Accountants LLP, and Aldrich Group LLP. Outside of his advisory role, he is a partner at Torrey Pines Advisors & Accountants LLP, where he provides tax and accounting services. Pacific Point Advisors serves affluent families, entrepreneurs, executives, individual investors, and institutions by offering discretionary portfolio management, financial planning, consulting, sub-advisory services, and strategy-signal services to other registered investment advisers. The firm focuses on diversified, risk-aware asset allocation through proprietary model portfolios and utilizes third-party managers and artificial intelligence tools for research and portfolio monitoring.

Henry Winship IV is a CFA charterholder and Series 63 licensee with six years of industry experience. He is a managing member of Pacific Point Capital, LLC, which serves as general partner to multiple Pacific Point Funds, and holds a California real estate broker license. Since 2018, Mr. Winship has served on the Board of Bunge Limited, where he is Chairman of the Audit Committee. Pacific Point Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to affluent families, entrepreneurs, executives, individual investors, and institutions. The firm employs diversified, risk-aware asset allocation and proprietary Stable Earnings model portfolios, utilizing third-party managers and AI tools for research and risk monitoring.