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Manuel P

Series 65

Scottsdale, AZ

Partners Capital, LLC

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Sean J

Series 65

Dallas, TX

Partners Capital, LLC

Sean Jabbar is a Series 65-licensed advisor with Partners Capital, LLC in Dallas, TX, where he has worked since 2026. He has no prior industry experience before joining the firm and holds a degree from Texas Christian University. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm manages approximately $40.3 million in assets, combining individualized financial planning with management of a private fund employing an opportunistic credit and equity strategy.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Kyle F

Series 63, Series 65

Austin, TX

Partners Capital, LLC

Kyle Fitzgerald is a financial advisor at Partners Capital, LLC with two years of industry experience. He previously worked at Gracie Asset Management for 16 years and has been associated with Credit Suisse Securities (USA) LLC since 2007. Outside of his advisory role, Fitzgerald is a partner in a hedge fund managed by Partners Capital Investments, GP, Inc., and a partial owner of a small boutique hotel in New Orleans. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as pooled investment vehicles. The firm combines financial planning and portfolio management with sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Michael T

Series 65

Fernandina Beach, FL

Partners Capital, LLC

Michael Tison is a Series 65-licensed advisor at Partners Capital, LLC with two years of industry experience. Prior to joining Partners Capital, he spent 15 years at Capital Advisors Consulting, Inc. He is a partner in Partners Capital Investments GP, LLC, a hedge fund managing a portfolio primarily composed of liquid fixed income and equity securities for accredited investors. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm offers personalized portfolio management and financial planning while sponsoring a private fund that pursues an opportunistic credit and equity strategy emphasizing liquid investments and selective use of derivatives.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Eric F

Series 63, Series 65

Franklin, TN

Partners Capital, LLC

Eric Fitzgerald is an advisor with Partners Capital, LLC, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior work includes a long tenure at Gracie Credit and Deutsche Bank Securities Inc. Additionally, he is a partner in Partners Capital Investments GP, Inc., which manages a hedge fund focused on a portfolio of primarily fixed income and some equity liquid securities for accredited investors. Partners Capital, LLC offers portfolio management and advisory services to individuals and high-net-worth clients, along with sponsorship and management of a private fund. The firm serves both discretionary and non-discretionary accounts, employing an opportunistic credit and equity strategy emphasizing liquid investments and hedging.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Kenneth G

Series 63, Series 65

Austin, TX

Partners Capital, LLC

Kenneth Gamble is a financial advisor at Partners Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Smile Power Orthodontics for seven years. He is a co-member of 1000 YVR, LLC, an entity owning an owner-occupied building housing his spouse’s orthodontic practice. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm offers both ongoing portfolio management and financial planning alongside sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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Charles W

CFP®, Series 63, Series 66

Fernandina Beach, FL

Partners Capital, LLC

Charles Williams is a CFP® with 11 years of experience in the financial services industry. He has worked at Fidelity Investments and its affiliated firms from 2015 to 2025 before joining Partners Capital, LLC in 2025. He holds Series 63 and Series 66 licenses and is based in Fernandina Beach, FL. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as pooled investment vehicles. The firm operates primarily on a non-discretionary basis and sponsors a private fund focused on an opportunistic credit and equity strategy.

Private / alternative investments Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner
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