People Moves

California Wealth Management Firm Expands Investment Committee, Adds New Member

Eliane Chavagnon Editor - Family Wealth Report February 25, 2014

California Wealth Management Firm Expands Investment Committee, Adds New Member

Dr Frederick Dopfel has joined the Marin County wealth management firm Private Ocean as an owner and to serve as co-chair of the firm's investment committee with Dr Frank Jones.

Dr Frederick Dopfel has joined the Marin County, CA, wealth management firm Private Ocean as an owner and co-chair of the firm's investment committee with Dr Frank Jones.  

Dopfel has worked as an investment professional in the San Francisco Bay Area for more than 30 years. In addition to his role as co-chair of the investment committee at Private Ocean, he is also a professor in the School of Business and Leadership at Dominican University of California.

Dopfel has worked with institutional investors on portfolio issues and solutions in Europe, Asia-Pacific and the Americas. Previously, he was managing director and head of client advisory at global asset manager BlackRock.

Private Ocean also named Justin Hult, director of investment operations and chief compliance officer, as well as advisors Sarah Wotherspoon, Alex Gangl and Charles Pyfer, as equity owners this January (see here).

Private Ocean is a 23-person wealth management firm, specializing in personal financial planning and investing.

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