San Diego, CA Office

Patrick Araujo Lipine is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds the Series 65 designation and has been with Breckinridge since 2013. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies, combining top-down macro outlooks with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Christina Lynch is a financial advisor at Breckinridge Capital Advisors Inc with 12 years of industry experience. She has held positions at Breckinridge since 2016, following prior roles at Foreside Fund Services, LLC and Gurtin Fixed Income Management, LLC. Outside of her advisory work, she teaches yoga classes at CorePower Yoga. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down and bottom-up research with rules-based models and emphasizes tax-aware portfolio implementation through proprietary systems.

Ryan Mendoza is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He has worked at Breckinridge since 2020 and previously held positions at Capital Dynamics and Hall Capital Partners. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, nonprofits, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement fixed income and equity strategies, supported by proprietary technology and a team-based approach to portfolio construction and trade execution.

Adam Maietta is a financial advisor at Breckinridge Capital Advisors Inc with 13 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2014. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research across fixed income and equity strategies, supported by proprietary trading systems and a team-based portfolio construction process.

Margaret Fitzpatrick is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Foreside Fund Services, LLC and Gurtin Fixed Income Management, LLC. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm manages over $54 billion in client assets and combines a top-down investment outlook with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.