Pacific Point Advisors, LLC

Michael Licosati is a financial advisor at Pacific Point Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Alder Capital, LLC for 20 years. Pacific Point Advisors is an SEC-registered firm serving affluent individuals, families, entrepreneurs, executives, family offices, and certain institutions. The firm offers customized wealth management solutions, including separately managed accounts, financial planning, and private fund advisory, managing approximately $345 million for a limited client base.

Brandon Healy is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Pacific Point Advisors, LLC since 2021 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. He is also a licensed insurance agent involved in implementing insurance recommendations. Pacific Point Advisors is an SEC-registered firm serving affluent individuals, families, entrepreneurs, executives, family offices, and certain institutions. The firm offers customized wealth management solutions, including discretionary separately managed accounts, financial planning, and private fund advisory services, using a collaborative process and a mix of internal and third-party strategies.

Jagdish (Jay) Sitlani is a CFA® charterholder and financial advisor with Pacific Point Advisors, LLC in San Diego, CA. He has over 20 years of industry experience, including 19 years at Relational Investors LLC and nine years with Pacific Point Capital, LLC, where he serves as Chief Financial Officer. Sitlani is involved as a general partner and CFO of a real estate fund affiliated with Pacific Point Advisors. Pacific Point Advisors is an SEC-registered firm serving affluent individuals, families, entrepreneurs, executives, family offices, and certain institutions. The firm offers customized wealth management solutions, including separately managed accounts, financial planning, and private fund advisory services, with a focus on diversified portfolios and a combination of internal strategies, third-party managers, and TAMP platforms.

Grace Hansen is a financial advisor at Pacific Point Advisors, LLC in San Diego, CA, holding a Series 65 credential. She has one year of industry experience, including prior work at CommLoan, Inc. Pacific Point Advisors is an SEC-registered firm serving affluent individuals, families, entrepreneurs, executives, family offices, and certain institutions. The firm offers customized wealth management solutions, including discretionary separately managed accounts, financial planning, and private fund advisory services, managing approximately $345 million.

Kyle Spiewak is a financial advisor at Pacific Point Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has previously worked at Del Mar Wealth Advisors, Avantax Advisory Services, and 1st Global Advisors Inc. Outside of his advisory role, he is a partner at Torrey Pines Advisors & Accountants LLP, where he provides tax and accounting services. Pacific Point Advisors is an SEC-registered firm serving affluent individuals, families, entrepreneurs, executives, family offices, and select institutions. The firm offers customized wealth management solutions, including discretionary separately managed accounts, financial planning, and sub-advisory services, with a focus on diversified portfolios and a mix of internal and external investment strategies.

Henry Winship IV is a CFA® charterholder and Series 63 licensee with six years of experience at Pacific Point Advisors, LLC and four years at Pacific Point Capital, LLC. He serves as managing member of Pacific Point Capital, which acts as general partner for several real estate investment funds. Winship also holds a California real estate broker license and serves on the Board of Bunge Limited, where he is Chairman of the Audit Committee. Pacific Point Advisors primarily serves affluent individuals, families, entrepreneurs, executives, family offices, and certain institutions, offering customized wealth management, separately managed accounts, and private fund advisory services. The firm combines internal strategies, third-party managers, and model portfolios under its Stable Earnings™ framework and also acts as sponsor and adviser for real estate funds.