True Capital Management LLC

San Francisco Headquarters

101 Montgomery Street
Suite 2800
San Francisco, CA 94104
Tel: 415.538.3600
Fax: 415.538.3601
Toll Free: 888.292.8299

Los Angeles Office

10100 Santa Monica Blvd.
Suite 2300
Los Angeles, CA 90067
Tel: 310.712.6476
Fax: 323.978.1673

Our History

Doug Raetz and Heather Goodman formed True Capital in 2006 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers and high net worth individuals. Through this innovative paradigm, True Capital forged a new path using proven methods which empower clients to grow their wealth long into retirement. Since inception, True Capital has successfully grown its asset base and expanded advisory services to athletes in all sports.

Equally as important are True Capital’s philanthropic efforts in the community and our commitment to making a difference. Recognized by the FBI for our leadership and active participation in the National Child Identification Program, True Capital is dedicated to helping protect America’s youth. Today, these strategic partnerships combined with our proven comprehensive approach to wealth management make True Capital a global leader in private wealth management.

Philosophy & Approach

Advisory

Our core philosophy is focused on providing a distinctive blend of investment opportunities and family office services for our clients. As an independent RIA, we are able to present opportunities and provide objective advice that is broader than traditional banking and investment firms. Through this open architecture, we have the ability to cultivate and partner with industry leaders without a conflict of interest. As an extension of this platform, our clients are able to share opportunities with us to analyze and provide feedback. The collaborative relationship we build with our clients ensures we are able to protect and grow their wealth and legacy for years to come.

Communicate

Our relationships are built on honest and clear communication. We establish a close working relationship with our clients through frequent meetings and accessibility to our comprehensive team. We concentrate on the quality of our relationships. Our relationships are based on accountability, which means we meet regularly with our clients’ to review progress and measure results compared to their objectives. This is a high touch business which requires we continually assess expectations to ensure we are meeting their defined goals.

Invest

At our core we are wealth managers. We focus on building relationships with our clients that last long after they have retired. Our goal is to generate cash flow and maximize overall return through tax advantageous instruments while combining growth opportunities to achieve overall total return. Although traditional investments are an integral piece of a portfolio, we strongly believe alternative investments provide an opportunity for overall greater return and diversification. Our comprehensive investment policy statement is reviewed with each client to outline a road map for their investment plan.

Educate

Education is the cornerstone of our philosophy. We strive to provide our clients with financial literacy in every aspect of their lives so they are better equipped to manage their financial future. They in turn share their diverse perspective to help guide our efforts and further tailor our offerings. This thoughtful exchange lays the groundwork for a deeper financial understanding for our clients. By mentoring our clients throughout their careers, we empower them to make sound financial decisions throughout their lives.

Protect

We believe asset protection goes well beyond our fiduciary duty. As an independent multi-family office, we are able to partner with the largest and best banking institutions and elite global managers to safeguard our clients’ accounts. These tenured relationships provide us with unrivalled experience, dedicated teams and extensive resources. Our clients receive the highest level of attention and know that in addition to our efforts our partners have their best interest in mind as well.

Transparent

Reporting is essential to what we do – it’s consistent, current, accurate and above all transparent so that we build trust with our clients and they maintain a sense of security. We are consistently updating and adapting technology to ensure delivery of our reports and access to accounts is timely. We believe access and client awareness of account activity sparks communication and ownership that leads to greater financial success.

Family Office Services

Our team of experienced financial advisors and client relations managers work hand-in-hand to provide high quality services to assist you and your family.

Bookkeeping & Bill Pay

Our bookkeeping services provide you with the transparency necessary to monitor your monthly activity and keep you on track for your long term goals. Our team categorizes all of your income and expenses into annual condensed statements that simplify tax preparation and provide the backbone for our cash management services. Our thorough bill pay process removes the headache and hassle of managing timely invoices and payments while still ensuring you have complete control and approval of your finances. We coordinate the payment of all of your bills so you never miss a due date.

Cash Management & Budgeting

Our team will create and manage a financial plan to al¬locate current and future income towards expenses, debt repayment, savings and investments. Budgeting is critical in preparing you to navigate short term obstacles while balancing long term goals. We have developed a systematic review process to monitor cash flow that allows you to maintain your lifestyle and continue saving for the future.

Concierge Services

We understand how busy and complex your life is. That is why we offer a fleet of concierge services designed to take the hassle out of travel planning, relocation, vehicle shipments, entertainment and family matters. Over the years, we have managed extensive and varied requests from our clients and their families. As the saying goes, ‘we’ve seen it all’ and we are readily prepared to assist in managing your endeavors while providing you and your family with peace of mind.

Custom Reporting & Personal Financial Statements

Our timely reporting details all aspects of your financial world. We actively analyze fluctuations and discrepancies in order to create the most useful report possible. Our experienced team highlights your activity as it relates to your goals and continually monitors your accounts.

Estate Planning & Administration

At each stage of your life, we work with you to ensure your estate is safeguarded for generations to come. Our team of legal partners help guide you through the process of succession planning. Together we coordinate a plan that is consistent with your financial goals and intentions. Our partners specialize in trust administration, estate planning, multi-generational wealth transfer and oversee the preparation of all estate documents for you including wills, trusts, health directives and 529 plans.

Financial & Retirement Planning

Our advisors work with you to outline your personal and financial goals and plan for your retirement. Together we will analyze and review all aspects of your financial situation, outline a plan and make recommendations on how best to achieve your goals. We will continually check in and review your status to ensure it continues to incorporate changes in your life and is in accordance with your overall plan for retirement.

Foundation & Charitable Giving Guidance

We help you to identify the philanthropic values and interests you have and connect those with your giving. We will assist you in creating a plan and recommend the proper avenues for charitable giving. Our focus includes individual giving, donor advised funds, endowments and standalone foundations. We assist in the creation of foundation organization and financial documents in order to ensure a successful future.

Investment Services

Our focus has always been on creating and maintaining an open architecture platform for our clients. For fixed income and equities, we use industry-leading third party managers with a range of investment opportunities and a disciplined investment process. We also manage and operate our own proprietary real estate and venture funds

Lending & Credit Monitoring

Building financial security requires careful management of personal liabilities. Whether you are buying a home, purchas¬ing a car or establishing a line of credit, True Capital is here for your financing needs. In addition, protecting your credit is critical to acquiring appropriate financing. We partnered with programs to monitor and maintain your credit rating in order to maximize your borrowing power.

Private Banking

Our extensive relationship with private banks and financial institutions provides you with a team of experienced professionals who offer integrated banking solutions delivered with the highest level of service. Whether managing credit, deposits or cash, our banks work seamlessly with your client relations manager to customize solutions that meet your banking needs.

Real Estate Services

Managing Real Estate is an important part of your overall wealth management. We can assist you with a wide range of services related to your real estate transactions. Our team provides consulting services associated with contract negotiation, financing, due diligence and advisory oversight of the execution of purchases and sales of various types of property.

Risk Management

Planning for the unexpected may be the most difficult aspect of wealth management. We believe that it is critical for you to be prepared for the unknown. We work with asset protection specialists and insurance providers to assist in minimizing your risk and protecting your assets. Our areas of focus include life, health, disability and property and casualty insurance.

Tax Advisory Services & Legal Coordination

Tax planning is essential to the development and execution of your overall financial plan. We offer year round tax planning – not just end of year compliance. We work to create optimal tax savings by teaming up with agents, accountants and outside advisors to understand your complete tax picture. Our services include research and consulting on various tax matters, annual tax preparation and managing tax audits and inquiries on your behalf. Our partnerships with your team and our outside tax specialists ensure your tax liabilities are minimized and deductions are maximized. Additionally, our team of legal advisors are ready to consult on legal issue including corporate, foundation, estate or family planning, marital agreements, etc.

 

Wealth Management

 To create a successful investment plan you must establish objectives, create an appropriate strategy, imple-ment solutions and constantly monitor progress. We work with you to build an investment plan that encompasses your goals and the levels of risk you are prepared to take. At True Capital, we have developed asset allocation models comprised of traditional and alternative investments that seek to minimize volatility and maximize returns.

Equities

True Capital offers a variety of equity investment strategies ranging from a Global Multi-Cap

Equities

True Capital offers a variety of equity investment strategies ranging from a Global Multi-Cap Core model to a diversified exchange traded funds strategy. These are actively managed models which incorporate various sectors of the market including commodities and currencies. All of our models are designed to capture performance in various market conditions.

Fixed Income

We strongly believe that income producing assets are an important part of your asset

Fixed Income

We strongly believe that income producing assets are an important part of your asset allocation. These products include corporate, government and tax free municipals with a focus on revenue bonds. Each portfolio is tailored to meet your specific needs and takes into consideration your residence, current and future income as well as regional and national earnings. In addition, we have created alternative investment vehicles that focus on short to mid-term yields with the potential for higher than market returns.

Managed Real Estate

True Capital offers you the ability to invest in proprietary managed real estate

Managed Real Estate

True Capital offers you the ability to invest in proprietary managed real estate opportunities that are rarely available to individual investors. The focus of these investments is on cash flow, higher internal rates of returns and future appreciation from property sales, which are generated through multi-family properties and student housing.

Private Equity & Venture

True Capital has direct access to equity opportunities for early

Private Equity & Venture

True Capital has direct access to equity opportunities for early stage, mature and non-publicly traded companies through our unique and diverse network. Following our extensive due diligence process, our investment team has identified companies and funds that provide a blended mix of investment vehicles that have the ability to generate above average returns. We are passionate about the companies and funds we invest in and through shared values we are able to connect our clients to the companies they believe in.

Hedging Strategies

True Capital has relationships with premiere hedge fund managers who specialize in

Hedging Strategies

True Capital has relationships with premiere hedge fund managers who specialize in leverage, long/short and derivative based portfolios. We maximize the return on investment by investing in these funds during appropriate market conditions. We strive to find managers with proven track records, timely reporting and most importantly transparency.

Clientele

Our clients span the globe primarily within the sports and entertainment industries. In addition, we believe our services are well suited for high net worth individuals and their families. Through their remarkable stories and ever-changing lifestyles we build custom financial plans that meet their immediate needs and sustain their income for years to come. We understand the complex challenges they face at various phases of their career and the comprehensive solutions that are required. With a focus on education and commitment to financial transparency, our systematic approach prepares our clients for a prosperous life.

Team

"Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work."
--Vince Lombardi

Executive Management

Doug Raetz
CEO
Doug Raetz
CEO

Doug is Chief Executive Officer of True Capital and a 15 year veteran of the financial services industry. He is experienced in creating specialized investment strategies and identifying opportunities that meet the changing demands of the industry. Under his leadership, True Capital has experienced phenomenal growth and expanded advisory services to all major sports with a presence around the globe. As the company has grown, Doug has been steadfast in his commitment to delivering the highest level of service to his clients. Prior to co-founding True Capital, Doug was a Vice President within the Private Wealth Division at Citigroup Global Markets and an Investment Associate with Prudential Securities. In addition to his role at True Capital, Doug mentors entrepreneurial companies on corporate strategy, financial management, capital fundraising and mergers and acquisitions.

Doug grew up in New York and holds a Bachelor of Science in Finance and Strategic Analysis from Boston College.

Heather Goodman
COO & President
Heather Goodman
COO & President

Heather is Chief Operating Officer and President of True Capital and brings over 20 years of financial service experience to her role. Heather excels at analyzing business challenges and building infrastructures which has allowed True Capital to create a scalable platform. Her ability to identify revenue streams and negotiate strategic partnerships has awarded True Capital a national footprint and global reach. Prior to co-founding True Capital, she held positions as a Financial Advisor at Citigroup Global Markets Inc., a Senior Manager of Business Development at NBC Internet and as a Sr. Accountant at Deloitte & Touche, LLP in San Francisco. Heather is committed to the success of True Capital partners and to that end actively serves in an advisory capacity to several entities. In addition, she dedicates her time to the community through her work with non-profit organizations.

Heather was born and raised in the Bay Area and earned her Bachelor of Science Degree in Business Administration with an emphasis in Accounting from California Polytechnic State University, San Luis Obispo.

Karin Blair
CIO
Karin Blair
CIO

Karin is the Chief Investment Officer for True Capital. Karin has over 25 years of financial industry experience and has established a well rounded network within the investment community. Subsequent to joining True Capital, Karin was a partner and the Chief Operating Officer of Stafford Capital Management, a San Francisco based investment advisor focused on high net worth individuals managing close to $400 million in assets during her tenure. While at Stafford, Karin was a member of the firm’s Investment Committee participating in portfolio management decisions for individual clients and the firm’s long/short hedge fund, Pacific Asset Partners. In addition to her COO role, Karin was a general partner and the Head of Trading for Pacific Asset Partners overseeing the “short” and derivative assets of the hedge fund. Karin strongly believes that a disciplined approach combined with a collaborative research effort by the investment team is the key to portfolio management.

Karin has a passion for non-profit organizations focused on children and education, having recently served as a Grant Reader for the San Francisco Education Fund. Born and raised in the San Francisco Bay Area, Karin attended California State University, Chico with a focus on Business Administration.

Advisors

Kenny Sorosky
Managing Director
Kenny Sorosky
Managing Director

Kenny is a Managing Director at True Capital Management with over 23 years of experience in financial and investment services. Prior to joining True Capital, Kenny served as a Senior Vice President with UBS Financial Services managing a thriving practice focused on professional athletes and high net worth individuals. He began his career with Lehman Brothers in the early 1990s and continued to build his practice with positions at Donaldson, Lufkin & Jenrette, Merrill Lynch and Bear Sterns. Having worked with some of the most prominent names in professional baseball, including over a dozen first round selections in the MLB draft, Kenny takes pride in the construction of customized client investment portfolios and building long lasting relationships.

Kenny grew up in Encino, CA and is a graduate of the University of Southern California, with a Bachelor of Sciences degree in Finance.

Justin Bass
Managing Director
Justin Bass
Managing Director

Justin Bass is a sports and entertainment industry executive with almost 20 years experience providing financial management, investment counseling and family office related services to high net worth individuals with a focus on professional athletes and entertainers.

Prior to joining True Capital Management, Justin served as a Managing Director in the Sports & Entertainment Group at SunTrust Bank from 2011 until 2014.  Before joining SunTrust, Justin was a Partner and Managing Director at CSI Capital Management.

Justin grew up in Los Angeles, California and graduated from the University of California Los Angeles (B.A. Cum Laude 1994) and the University of California, Hastings College of Law (J.D. 1997).  Justin is a member of the Sports Lawyers Association, and the Financial Planning Association of San Francisco and served for several years as an Adjunct Professor of Sports Law.

Jake Bond
Managing Director
Jake Bond
Managing Director

Jake is a Managing Director at True Capital with 10+ years of experience in financial planning and asset management services. Prior to joining TCM, Jake held positions at Citigroup Global Markets and Mass-Mutual Financial. Jake actively participates on the boards of several professional and philanthropic organizations. He is a founding member of Our Three Mom’s (OTM) non-profit organization that serves to support the academic aspirations of college prep students who come from single parent households with limited financial means. Jake currently serves as Treasurer and Chief Investment Officer of OTM’s endowment fund. He is also a Board Member of the Dante Benedetti Foundation, which aims to help underprivileged youth through the game of baseball.

Jake is a Certified Financial Planner™ and is a member of the Financial Planning Association. He graduated Magna Cum Laude from the University of San Francisco, where he played baseball and received a Bachelor of Arts degree in International and Developmental Economics.

Lori Forthmann
Director
Lori Forthmann
Director

Lori is a Director at True Capital with over 14 years of investment advisory experience.  She works predominantly with NFL players and other high net worth individuals helping them create successful investment plans that will protect and preserve current assets and build sustainable wealth.

Lori has been a member of the NFLPA Financial Advisory Program since 2006 and participates in financial presentations and seminars with several of the NFL teams. She retains a board of director’s position on Coach Pete Carroll’s, A Better LA Foundation, providing intervention programs that strive to reduce gang violence and make the prospect of a better life a reality for inner city youths.  Lori is also a board member and active fundraiser for the Fam 1st Family Foundation founded by Marshawn Lynch and Josh Johnson. in support of a center for Bay Area youths where they can come for mentoring, tutoring, vocational training and physical activity focused on teaching life skills.

Before joining True Capital, Lori was a senior portfolio manager at Westmount Asset Management, partner in Forthmann Capital’s athlete division and wealth manager at Merrill Lynch/Bank of America.  Lori retains a real estate, insurance and annuity license.

A native of San Francisco, Lori earned a BA in political science at the University of California Berkeley.  She also attended Gonzaga University in Florence, Italy.

Operations

Lisa Barringer
Director of Business Management & Tax
Lisa Barringer
Director of Business Management & Tax

Lisa is Director of Business Management & Tax at True Capital, bringing over 15 years of experience of providing tax and legal advice to clients ranging from multi-national corporations to professional athletes. Prior to joining True Capital, Lisa was Vice President in the Sports and Entertainment Specialty Group at SunTrust Bank and Tax Director at CSI Capital Management where she provided tax and financial management services to professional athletes and Olympians.  Prior to these positions, Lisa was a tax manager at PricewaterhouseCoopers.

Lisa earned her Juris Doctorate from the University of California, Hastings College of the Law.  She has been admitted to the State Bars of California and Washington, as well as the United States Tax Court.  She is a Certified Financial Planner and a member of the Financial Planning Association of San Francisco.  She is a graduate of UC Santa Barbara, where she was on the track and field team.  Lisa lives in Mill Valley, is an ultra-runner and serves on the Board of Directors of The Little School.

Jason Dufloth
Vice President of Operations
Jason Dufloth
Vice President of Operations

Jason is Vice President of Operations for True Capital. He began his career with True Capital while attending the University of San Francisco where he played college baseball. Jason seamlessly transitioned the many attributes that made him a successful athlete to our team of professionals. He exhibits a dedication to excellence and a true commitment to building and fostering client relationships. He takes an active role in building marketing analytics and strategic financial models that educate, encourage dialogue and maintain True Capital’s commitment to transparency.

Jason grew up in Norwalk, California and graduated from the University of San Francisco with a Bachelors of Arts degree in Sociology.

James Danforth
Investment Analyst
James Danforth
Investment Analyst

James is an Investment Analyst at True Capital. He is responsible for the investment of client portfolios including asset allocation, investment research, selection and implementation. He also helps to manage the firm’s venture and real estate funds.

Prior to joining True Capital, James earned his MBA at the Saïd Business School at the University of Oxford in England. Before joining the MBA program, James worked for five years in the Global Manager Research group of the institutional investment consulting firm Callan Associates. Previously, James held financial analyst roles at The Packard Foundation, Thomas Wiesel and WestEnd Capital. He is a Chartered Financial Analyst as well as a member of the CFA Institute and CFA Society of San Francisco.

James grew up in Los Altos, CA and attended Bucknell University in Pennsylvania where he was an All-Eastern Water Polo player. He earned a Bachelor of Science Degree in Business Administration with an emphasis in Finance and a minor in Economics.

Joleen Russo
Operations Manager
Joleen Russo
Operations Manager

Joleen is an Operations Manager with True Capital, bringing over 7 years of experience providing dedicated support to professional athletes, entertainers, and high net worth individuals managing their unique and comprehensive financial, legal, tax, and business affairs.

Prior to joining True Capital, Joleen began her career with CSI Capital Management and the Private Wealth Management Sports and Entertainment Specialty Group at SunTrust Bank, where she built solid long standing relationships with clients and industry partners, diligently assisting her clients achieve their financial goals.

In addition to fostering client relations, Joleen provides tax preparation assistance and operations support, along with NBA, NFL, MLB, WNBA and other specialized contact support across the professional sports industry.

Joleen grew up in San Francisco, California and earned her Bachelor of Arts degree in Liberal Studies from San Francisco State University.  Joleen is a CA Notary Public and also holds a CA Department of Real Estate license.

Natasha Prymost
Operations Manager
Natasha Prymost
Operations Manager

Natasha is an Operations Manager at True Capital. Prior to joining the firm, Natasha began her career with a startup company, Paddle8, in New York where she managed accounts receivable. She was born and raised in Gomel, Belarus where she attended Belarussian University and majored in accounting. Natasha continued her accounting education at Baruch College in New York before moving to San Francisco to join True Capital. Having grown up in a family of accountants, Natasha is naturally drawn to the profession. She has a strong eye for detail and a desire to develop new approaches to sharing information through accounting and reporting.

Brian Barragan
Operations Associate
Brian Barragan
Operations Associate

Brian is an Operations Associate for True Capital Management. Prior to joining True Capital, he worked as a Campus Ambassador for ChowNow, where he was in charge of marketing the venture-backed startup and enlisting participating restaurants. Brian also interned for the IRS VITA program, where he prepared tax returns for low income individuals. It was through these experiences that Brian saw the importance of proper financial management in both personal and business settings.

Brian was born and raised in San Francisco, California and graduated from the University of California, Davis with a Bachelor of Science in Managerial Economics.

Ricardo Aguilar
Operations Associate
Ricardo Aguilar
Operations Associate

Ricardo is an Operations Associate for True Capital Management. Before joining True Capital, he consulted for Robert Half clientele after recruiting internally at Robert Half. Prior to these roles, Ricardo was an Accounts Payable Specialist at Reply! Inc. where he performed full-cycle A/P. Through this experience, Ricardo found his passion for operational finance as he enjoys working in a team environment and turning data into information that helps clients make strategic decisions.

Ricardo was born and raised in Concord, California and graduated from San Diego State University with a Bachelor of Science in Business Administration with an emphasis in Accounting.

Administrative

Julianna Tarca
Executive Assistant
Julianna Tarca
Executive Assistant

Julianna Tarca is an Executive Assistant with True Capital. Prior to joining True Capital, she interned with the Oakland Raiders and worked for a two time Cy Young winner and MLB All Star as a Personal Assistant. While working as a Personal Assistant, Julianna oversaw her client’s day-to-day living and business management needs. At True Capital Management, she assists with daily operations and client relations.

Julianna grew up in Petaluma, California and graduated from San Francisco State University with a Bachelor of Science in Kinesiology, Exercise Science. She received her master’s degree in Sports Management from the University of San Francisco.

Rachel Brownfield
Administrative Associate
Rachel Brownfield
Administrative Associate

Rachel Brownfield is an Administrative Associate for True Capital Management. She began her career with True Capital as an intern, where her drive and motivation enabled her to multitask between various departments. While exploring her interest in business administration, it was evident she would become a key member of our administrative team. Prior to joining True Capital, Rachel also interned with MVP Sports Group in Los Angeles, California. Here she worked primarily with the CFO to manage client accounts. While earning her degree, Rachel worked at the OSU campus recreation facility as a center manager. Here she excelled as a liaison between the administrative staff and internal departments to successfully manage and lead student employees.

Rachel was born and raised in Flagstaff, Arizona and graduated from Oregon State University with honors and a bachelor’s degree in Exercise Sports Science and a Business minor.

Client Management

Kristina Zell
Director of Communications & Operations
Kristina Zell
Director of Communications & Operations

Kristina is Director of Communications and Operations at True Capital. With more than 15 years of marketing, operations and events experience, Kristina brings a unique blend of ideas, expertise and creativity to any project. Prior to joining True Capital, she worked for Carol H. Williams Advertising as an Events Manager responsible for developing and managing events for Gilead Sciences across New York, Chicago, Washington, DC, Atlanta and San Francisco. Prior to her tenure in advertising, she consulted with Visa Inc. and implemented both regional and national direct marketing campaigns for consumer debit card portfolios. She began her career with the San Francisco 49ers where she managed all marketing communications, creative, research and consumer loyalty programs for over eight years.

Kristina grew up in Turlock, California and graduated from Pacific Union College with a Bachelor of Arts degree in Business Administration with an emphasis in Marketing.

Brittanie Budinger
Vice President of Client Relations
Brittanie Budinger
Vice President of Client Relations

Brittanie is Vice President of Client Relations for True Capital. She has been with True Capital since its inception and developed the organization’s client management division. She oversees all correspondence with True Capital clients and works seamlessly with each one to ensure the execution of their financial objectives. Her dedicated and personal approach to managing client affairs has resulted in long lasting
relationships. After college Brittanie spent several years in Europe competing as a professional athlete and utilizes her bilingual language skills to build relationships with future True Capital clients. Combining her experience in marketing and financial services with her background as a competitive professional volleyball player Brittanie brings a strong sense of purpose, responsibility and dedication to our team of professionals. Her ability to connect with clients on a personal and professional level is invaluable.

Brittanie grew up in San Diego, California and graduated from the University of San Francisco with a Bachelor of Arts degree in Business Administration with an emphasis in Marketing.

George Lujan
Sr. Client Relations Manager
George Lujan
Sr. Client Relations Manager

George is a Senior Client Relations Manager for True Capital. He began his career with True Capital while attend­ing the University of San Francisco and interning with St. Mary’s athletic department. George played col­lege baseball at USF and has utilized his experience as an athlete to connect and build strong relationships with True Capitals clients. In addition to managing day to day operations for clients, George assists the client management team in building marketing analytics and financial models. His dedication and strong work ethic make him a valuable member of the client management team and a true asset to our clients.

George grew up in Azusa, California and graduated from the University of San Francisco with a Bachelors of Arts degree in Business Administration.

Chris Schlatter
Client Relations Manager
Chris Schlatter
Client Relations Manager

Chris is a Client Relations Manager with True Capital. He began his career as a Financial Advisor at Lincoln Financial where he provided comprehensive wealth management for high net worth individuals and affluent families in the areas of estate planning, asset management, risk management and retirement planning. In addition to managing his client’s day to day financial needs Chris assists in True Capital’s risk management process.

Prior to starting his career in the investment industry, Chris played professional basketball for five years throughout Europe and Asia. In College, Chris played basketball at St. Mary’s College before transferring to Washington State University.

Chris grew up in Lafayette, California and graduated from Washington State University with a degree in Social Science and a minor in Business Administration with a focus in finance.

Krystal Temkin
Client Relations Manager
Krystal Temkin
Client Relations Manager

Krystal is a Client Relations Manager for True Capital Management. Prior to joining True Capital, she worked at US Bank as a Universal Banker where she first learned the importance of wealth management. Following her dream of working in sports, Krystal left the finance world and worked as Assistant to the Director of Community Relations for the Utah Jazz. Combining her banking experience and passion for sports, Krystal has proven to be a valuable asset to the True Capital team.

Krystal grew up in Orem, Utah and earned a dual-degree in Accounting and Business Economics from the University of San Diego. She also received her graduate degree from the University of San Francisco in Sport Management.

Dani Goor
Client Relations Manager
Dani Goor
Client Relations Manager

Dani is a Client Relations Manager for True Capital Management. Prior to joining True Capital, she worked as a Client Service Coordinator at Wasserman Media Group for over five years, in a role that began as an internship and escalated into a full time position.

While at Wasserman, Dani worked extensively with NBA and MLB players, managing their off-court initiatives and commitments. During her tenure at the agency, she spearheaded the NBA draft preparation program and handled day-to-day client matters for each year’s rookie class. While administering a wide variety of client matters, Dani developed a passion for working with athletes and being a part of each client’s journey. Her ability to manage client’s affairs and build trust with each of them has led to long lasting and genuine relationships.

Dani grew up in Los Angeles and was an avid soccer player. She graduated from the University of Michigan with honors and a degree in Sport Management.

Stephanie Anderson
Client Relations Manager
Stephanie Anderson
Client Relations Manager

Stephanie is a Client Relations Manager for True Capital Management.  Prior to joining True Capital, she worked at Overbrook Management Corporation in New York as an Operations Specialist.  At Overbrook, she combined her experience of accounting and finance and performed fund accounting duties as well as servicing client requests. Before joining Overbrook, she worked as an Accountant with Baron Capital in New York. At Baron Capital she was responsible for the personal accounting for a high-net worth family which involved cash management, day-to-day personal financial requests, and supporting the tax accountants, attorneys, and bankers. She began her career with Quay Financial as a Senior Accountant for high-net worth individuals and families providing bookkeeping, tax and bill-pay services.

 

Stephanie grew up in Los Angeles and went to college at San Diego State University where she studied Business Finance.

Alexandria Curtis
Client Relations Associate
Alexandria Curtis
Client Relations Associate

Alexandria Curtis is a Client Relations Associate for True Capital Management. Before joining True Capital, she was writing for The Sports Fan Journal, where she discovered her fascination for understanding athletes outside of the limelight and off the court. Having been an athlete herself and competed in cross country and volleyball at UC Merced, Alexandria knows firsthand the challenge of balancing athletic priorities and daily obligations. Her career with True Capital began with an internship that escalated to a full time position, where she could fulfill her passion for helping athletes organize and maintain their day to day operations.

Alexandria grew up in San Jose, California and graduated from the University of California, Merced with a Bachelor of Arts degree in English. She is currently completing her Master’s Degree in Sport Management at the University of San Francisco.

Careers

We are continually looking to grow our team with dynamic and talented individuals. At this time we do not have any positions open.