Los Angeles, CA, July 12, 2016 – Los Angeles based Catalina Capital Group, LLC announced today a new ownership structure and strategic focus for the firm. Philippe Oertle, CFA joins Chris Frantz as new Managing Director in order to foster the boutique Registered Investment Advisory firm’s investment philosophy and take it to the next level in terms of investment solutions and assets under management.
Philippe Oertle joins Catalina Capital Group with nearly two decades of experience in Wealth Management, both in the US and abroad. Most recently, Philippe served as Managing Director at First Foundation Advisors where he managed portfolios for high net worth individuals and provided tailored lending solutions. During his tenure, Philippe was recognized every year as a top producer. Prior to joining First Foundation, Philippe worked in private banking both in Los Angeles and Geneva, Switzerland. Philippe is a CFA Charterholder, a highly regarded international professional designation awarded for in-depth knowledge of securities types and investment vehicles as well as meeting standards for examination, education, experience and ethics. He is an active member of the CFA Los Angeles Society. Philippe earned a Bachelor of Science degree Magna Cum Laude in Business Administration with an emphasis in Finance from the University of Southern California, Marshall School of Business.
“I am excited to see Catalina Capital Group move to its next phase of growth and I am confident that Philippe’s expertise will help implement our new strategic focus of providing a personal CFO experience to each client and expand our footprint geographically”, said Chris Frantz, founder of Catalina Capital Group, LLC.
About Catalina Capital Group, LLC
Founded in 2012, Catalina Capital Group, LLC is an independent, boutique investment firm that focuses on strong client relationships and consistent investment returns. With offices in Torrance and now Pasadena, CA the firm was recognized in 2016 as a Los Angeles Five Star Wealth Manager. Its primary goal is to not only guide clients to their financial goals, but also to educate and involve them throughout the process.
Contact:
www.catalinacapitalgroup.com