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

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Doug Raetz

Chief Executive Officer

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Heather Goodman

Chief Operating Officer & President

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Karin Blair

Chief Investment Officer

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Michael Germain

Chief Financial Officer

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Kenny Sorosky

Managing Director

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Jake Bond

Managing Director

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Bret Fincher

Managing Director

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Chris Stout

Managing Director

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Chris Schlatter

Senior Vice President

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Travis Henry

Senior Vice President

Jackson Crowther

Senior Vice President

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Corey Kelly

Director of Marketing & Business Development

Jaclyn DeBacco

Business Development Manager

Jason Dufloth

Director of Operations

Robert Joyner

Transition Manager

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Brian Barragan

Operations Manager

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Patrick van der Linde

Operations Manager

Ricardo Aguilar

Senior Operations Associate

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Tim Bhatt

Senior Operations Associate

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Rhys Daniel

Operations Associate

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Yamie Moreno

Finance Manager

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James Danforth

Director of Alternative Investments

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Patrick Hunt

Investment Manager

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Hugo Tang

Senior Investment Associate/Legal & Compliance

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James Cheap

Investment Research Analyst

George Wright

Investment Associate

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Dani Fitzgerald

Associate Vice President

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George Lujan

Associate Vice President

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Stephanie Anderson

Senior Client Tax Manager

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Morgan Cooney

Senior Client Relations Manager

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Patrick Drolet

Senior Client Relations Manager

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Turel Karaman

Client Relations Manager

Kevin Lichtig

Client Relations Manager

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Antonio Stephenson

Client Relations Manager

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Dean Perez

Client Relations Associate

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Angela Tripido

Chief of Staff

Anne Sullivan

Company Concierge

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Juliann Perkins

Human Resources & IT Specialist

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Brittanie Budinger

People & Culture Specialist

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Angela Mustaine

Operations Manager

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