Fort Point Capital Partners LLC

David Haselwood is a financial advisor at Fort Point Capital Partners LLC in Austin, TX. He holds Series 63 and Series 65 licenses and joined the firm in 2025. Prior to this role, he worked at several firms including Trilogy, Inc., JFL Capital Management, and Lyon Street Capital. Outside of his advisory work, he is involved with Cansup, a cancer support network. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm’s investment approach focuses on risk management, global diversification, and tax efficiency, utilizing private fund allocations and derivative strategies as part of its portfolio management.

Timothy Mcdowell is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding a Series 66 designation and 11 years of industry experience. He has worked at Gordian Investments, LLC and Cypress Point Capital Management, LLC, and has been with Fort Point since 2013, where he serves as managing partner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting, and is known for operating a pooled-vehicle platform with performance-based fee structures.

Ralph Drybrough is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Stratifi, LLC and Gordian Investments, LLC prior to joining Fort Point Capital Partners in 2008. Outside of his advisory role, he serves as a board member of NAX Group, a company that combines corporate and digital assets, where he assists with strategic initiatives. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm focuses on risk management, global diversification, and tax-efficient strategies, and operates a pooled-vehicle platform with performance-based fee structures.

Olusola Awofala is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at San Francisco Sentry Investment Group and Sf Sentry Securities, Inc. from 2012 to 2021 before joining Fort Point in 2021. Fort Point Capital Partners serves family offices and high net worth individuals by providing financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Eric Miller is a CFP® with 30 years of industry experience and currently serves as a managing director at Fort Point Capital Partners LLC. He founded Structured Products Consulting Group LLC, a consulting firm focused on advice for the high-net-worth derivatives and retail structured products community. His previous roles include positions at HSBC Securities (USA) Inc. and Bluestone Capital Management. Fort Point Capital Partners serves family offices and high-net-worth individuals, providing financial planning, discretionary portfolio management, and supervisory services. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Robin Brinckerhoff is a CFP® with 14 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. Prior to joining Fort Point in 2017, Brinckerhoff held roles at Gordian Investments, Wells Fargo Advisors, and Wells Fargo Bank. Fort Point Capital Partners serves family offices and high net worth individuals with financial planning, discretionary portfolio management, and supervisory services. The firm emphasizes risk-focused investment strategies, global diversification, active risk management, and systematic tax-loss harvesting through ETFs.

Joseph Pitts is a CFP® professional with 13 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2012. He is involved in fundraising activities with Guardsmen Charity Group and volunteers with Big Brothers Big Sisters of Utah, United Krav Maga as an instructor, and America's Mighty Warriors as a financial planner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, and is known for operating a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

Frederick Bruenner is a CFA® charterholder with 14 years of industry experience. He is a partner and portfolio manager at Fort Point Capital Partners LLC, where he has worked since 2018. His prior roles include positions at Gordian Investments, LLC and Cypress Point Solutions. Outside of his advisory work, he manages a family and friends LLC holding a passive investment in Restore Hyper Wellness. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting, and it operates a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

Paul Touchstone is a CFA® charterholder with 19 years of industry experience. He is a partner at Fort Point Capital Partners LLC in San Francisco, where he has worked since 2012. His prior experience includes roles at Stratifi, LLC and Gordian Investments, LLC. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, including systematic tax-loss harvesting with ETFs.

Jonathan Maier is a financial advisor at Fort Point Capital Partners LLC in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Fort Point in 2024, he worked at Equitable Advisors, LLC from 2021 to 2023. Outside of finance, he has been involved with the Oakland Parks and Recreation Foundation. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Nicholas Deans is a financial advisor at Fort Point Capital Partners LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Finalis Securities LLC, Growth Capital Services, NightHawk Capital, Britehorn Securities, D'Orazio Capital Partners, and Muirfield Investment Partners. Outside of his advisory role, he serves on the board of directors for Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting using ETFs, and manages a series of private funds alongside overlay strategies for other advisers’ clients.

Christopher Blassick is a CFP® with eight years of industry experience. He is currently with Fort Point Capital Partners LLC, where he has worked since 2024, following seven years at Camden Capital and three years at Salem Partners. He holds Series 63 and Series 65 licenses. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Mark Anderson is a CFP® with 21 years of industry experience. He is the principal of Lakeside North Capital Advisors, LLC in San Rafael, CA, where he has worked since 2015. He also serves as an expert witness, providing opinions on changes in the value of investment portfolios. Anderson has been associated with Fort Point Capital Partners since 2016. Lakeside North Capital Advisors, LLC is an independent, fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and tailored financial consultations, including a specialized Digital Asset Program advising on cryptocurrencies and other digital investments.

Andrew Boughan is a financial advisor at Fort Point Capital Partners LLC with 18 years of industry experience. His prior roles include positions at Camden Capital LLC, Mass Mutual Investors Services, American Century Investment Services, and Goldman, Sachs & Co. Fort Point Capital Partners serves family offices and high net worth individuals by providing financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting using ETFs.