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Alexander P

Series 65

Montecito, CA

Manchester Capital Management LLC

Alexander Puziol is a financial advisor at Manchester Capital Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at PwC for nine years. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, focusing on strategic asset allocation and ongoing portfolio monitoring.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Philip K

CFP®, CFA®, Series 63, Series 65

Montecito, CA

Manchester Capital Management LLC

Philip Kirshman is a CFP® and CFA® with 31 years of industry experience. He is currently with Manchester Capital Management LLC and previously worked at Syntrinsic Investment Counsel, Cornerstone Capital Inc, Impact Metropolis, and Strategic Marketing Solutions Ltd. Since 2016, he has served as a volunteer Director on the Board of Calvert Impact Capital, participating in governance and chairing the pension committee. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition, and manages multiple private limited partnerships, emphasizing strategic asset allocation and active oversight of third-party managers.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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