TRUE Capital is a wealth management firm that specializes in guiding its diverse roster of clients across sports, entertainment, and entrepreneurism to financial security and generational wealth.

A TRUE approach to 
wealth management

About Us

Who We Are

Our Clientele

Who We Serve

Our Team

linkedin

Doug Raetz

CEO

linkedin

Heather Goodman

COO & President

linkedin

Karin Blair

Chief Investment Officer

linkedin

Michael Germain

CFO

linkedin

Justin Bass

Managing Director

linkedin

Chris Schlatter

Vice President

linkedin

Jake Bond

Managing Director

linkedin

Kenny Sorosky

Managing Director

linkedin

Travis Henry

Vice President

linkedin

Dehong Huang

Finance Manager

linkedin

Hugo Tang

Senior Investment Associate/Legal & Compliance

linkedin

Corey Kelly

Director of Marketing & Business Development

Jaclyn DeBacco

Business Development Manager

linkedin

Brian Barragan

Operations Manager

linkedin

James Danforth

Director of Alternative Investments

Jason Dufloth

Director of Operations

linkedin

Patrick van der Linde

Senior Operations Associate

linkedin

Patrick Hunt

Investment Manager

Ricardo Aguilar

Senior Operations Associate

linkedin

Tim Bhatt

Operations Associate

linkedin

Yamie Moreno

Senior Finance Associate

linkedin

James Cheap

Investment Research Analyst

linkedin

Stephanie Anderson

Senior Client Relations Manager

linkedin

Morgan Cooney

Senior Client Relations Manager

linkedin

George Lujan

Associate Vice President

linkedin

Antonio Stephenson

Client Relations Manager

linkedin

Dani Fitzgerald

Associate Vice President

Kevin Lichtig

Client Relations Manager

linkedin

Patrick Drolet

Client Relations Manager

linkedin

Turel Karaman

Client Relations Manager

linkedin

Dean Perez

Client Relations Associate

linkedin

Juliann Perkins

HR & IT Specialist

linkedin

Brittanie Budinger

People & Culture Specialist

linkedin

Angela Tripido

Chief of Staff

Anne Sullivan

Company Concierge

Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.

Vince Lombardi

Press & Updates