True Capital Management is a boutique multi-family office specializing in business management and investment advisory services for athletes, entertainers and high net worth individuals. True Capital provides a suite of services and an open architecture wealth management platform that empowers our clients to protect and grow their legacy. The firm’s services encompass business and risk management, financial planning and investment advisory. Headquartered in San Francisco, True Capital has office locations in New York and Los Angeles.
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 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 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.
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.