The Marin County-based firm has made four of its leaders new equity owners: Justin Hult, director of investment operations and chief compliance officer, as well as advisors Sarah Wotherspoon, Alex Gangl and Charles Pyfer.

“It’s important to us that our clients and their families receive the same service excellence delivered to them now in perpetuity,” said Dr Susan Dickinson, chief operating officer.

The quartet will join Dr Dickinson as members, alongside founding owners Richard Stone and Gregory Friedman, as well as investment chair Dr Frank Jones and chief information officer Theo Gallier.

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