Brandon Healy is a CFP® with 11 years of industry experience currently at Pacific Point Advisors, LLC, where he has worked since 2021. He previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Healy is also a licensed insurance agent involved in implementing insurance recommendations. Pacific Point Advisors serves affluent families, entrepreneurs, executives, and select institutions, offering financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm emphasizes customized, diversified portfolios and manager selection through proprietary model suites and employs advanced research and AI tools in its investment process.

Jagdish (Jay) Sitlani is a CFA® charterholder with experience at Pacific Point Advisors, LLC since 2026 and previously at Pacific Point Capital, LLC and Relational Investors LLC. He has professional experience spanning over two decades in investment management. Sitlani serves as Chief Financial Officer of Pacific Point Capital, a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors primarily serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and private fund management, with an investment approach centered on customized, diversified portfolios and manager selection.

Grace Hansen is a financial advisor at Pacific Point Advisors, LLC in San Diego, CA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Pacific Point Advisors, she worked at CommLoan, Inc. for one year. Pacific Point Advisors serves affluent and high-net-worth families, entrepreneurs, executives, and select institutions with financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm’s investment approach includes customized, diversified portfolios and manager selection, utilizing in-house model portfolios and third-party research tools.

Kyle Spiewak is a financial advisor with Pacific Point Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at several firms including Del Mar Wealth Advisors and Avantax Advisory Services. In addition to 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 and high-net-worth families, entrepreneurs, executives, and select institutions, offering financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm employs customized, diversified portfolios and manager selection, utilizing in-house model suites and third-party research, with a distinctive approach that includes licensed strategies and sponsored private funds.

Henry Winship IV is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Pacific Point Advisors, LLC in San Diego, CA. Prior to this, he was involved with Pacific Point Capital, LLC for four years. Mr. Winship is the managing member of Pacific Point Capital, LLC, overseeing multiple related investment funds, and serves on the Board of Bunge Limited as Chairman of the Audit Committee. Pacific Point Advisors primarily serves affluent families, entrepreneurs, executives, and select institutions by providing financial planning, discretionary portfolio management, sub-advisory services, and private fund management. The firm utilizes customized, diversified portfolios and manager selection, combining advisory services with sponsored pooled vehicles and private funds.